set_goals

Goal settings template in Excel

Purpose

Personal goal settings tracking tool. Help to set long-term, short-term goals. Define activities to reach those goals. Update goals by changing status. Analyze results, archive records.

Support and Donations

Enjoying Template? Then consider to buy me a coffee: https://www.paypal.me/Zhbanko

Goal Setting Template in Excel with UserForm

Features and Advantages of the Template:

• Ability to set Short Term, Long Term Goals (Time Bound, Smart, Actionable, etc)
• Ability to log Activities
• Ability to archive records
• Pivot summary table
• Ability to generate PowerPoint slide with a summary of the goal
• Much faster than Microsoft Planner
• Can work locally without internet
• Can be used by a small team as a work progress tracking tool

Limitations:

• Does not work with Excel OnLine version [Macro-Enabled]
• Limited Fail-safe protection - not trained users may break the file by renaming, deleting columns, etc
• Limited collaboration - better results are expected for personal use
• Pivot Tables must be manually configured
• Only 3rd party Datetime picker is available see (Office Uservoice)[https://excel.uservoice.com/forums/304921-excel-for-windows-desktop-application/suggestions/13275054-add-date-picker-to-enable-users-to-select-a-date]

Build Procedures

It is possible to re-create provided functionality starting from macro-free excel file by following the procedure below:

1. Start from Macro-free Excel Workbook 'Template_Structure.xlsx'
2. Press Alt+F11 to open VBA Project Editor
3. Press CTRL+M to import:

• File Functions.bas
• File Programs.bas
• File PlanningForm.frm
• File invoke2click.cls

4. Open Class Module, double-click on class invoke2click
5. Copy code content from the class invoke2click
6. Paste code content to:

• Sheet 'Report'
• Sheet 'Planning'

7. Save excel workbook as Macro-Enabled file
8. Populate Input fields in the Worksheet 'Summary'

Test of template

1. Invoke UserForm:

Double click to the row with id 1 on the worksheet 'Planning'

Result	Output
Pass	UserForm will pop-up
Fail	No user form

2. Failsafe check:

Double click to the row 2 on the worksheet 'Report'

Result	Output
Pass	Error is displayed
Fail	UserForm will pop-up

3. Fields of the UserForm

Populate several records on the worksheet 'Planning', double-click on this row

Result	Output
Pass	Fields of the UserForm are populated
Fail	Fields of the UserForm are not populated

4. Save data

Invoke UserForm from the worksheet Planning, populate fields, press button 'Save'

Result	Output
Pass	Records are stored in the worksheets Planning and Report
Fail	Error or data is not saved

5. Update data

Invoke UserForm from the worksheet 'Report', by clicking on existing record, change fields, press button 'Save'

Result	Output
Pass	Records are updated on both Worksheets Planning and Report
Fail	Error or data is not saved

6. Import Picture

Invoke UserForm from the worksheet 'Report', by clicking on existing record, press button 'Import Picture'. Follow prompt to import picture. Press Save button.

Result	Output
Pass	Picture is visualized in the UserForm
Fail	Selected picture is not visualized

7. Scroll through records

Create and save several records with UserForm. Invoke UserForm and use buttons 'Up' and 'Down' to scroll through records.

Result	Output
Pass	All records are correctly visualized in the UserForm
Fail	Records are not properly visualized

8. Generate PowerPoint file

Double click on complete record in the Worksheet 'Report'. Press button 'Generate PowerPoint'.

Result	Output
Pass	New PowerPoint presentation is created
Fail	Error or Empty PowerPoint Presentation

9. Archive Record

Double click on complete record in the Worksheet 'Report'. Press button 'Archive'.

Result	Output
Pass	Message and Full record is created on the worksheet '.Archive'. Existing records on the worksheets 'Report' and 'Planning are removed
Fail	Records are not copied to worksheet '.Archive' or not removed

10. Generate PivotTable

Invoke UserForm and press button 'Generate PivotTable'

Result	Output
Pass	Pivot table with name 'MyGoalsN' is generated on worksheet 'Pivot'. Column A of the worksheet 'Pivot' contains numeric value with a Table Id 'N'.
Fail	Error or Pivot Table is not generated. Numeric Id 'N' is not present in Col.A

Code saving procedures

This macro workbook contains code. Follow procedure below to export code to the version control:

1. Save code from the worksheets 'Planning' or 'Report' into the Module Class 'invoke2click'
2. Export Form: 'PlanningForm'
3. Export Modules: 'Programs', 'Functions'
4. Export Class: 'invoke2click'

Issues

Please submit issues here: https://github.com/vzhomeexperiments/set_goals/issues

Contributions and Support

1. Consider to contribute by creating more features, for example:

• Adding comments to the code
• Adding Fail-safe logic
• Spelling Mistakes
• etc

2. Fork this repository, create branch and create Pull-Request
3. Consider supporting this project by:

Enroll to the course on Udemy with referral code: https://www.udemy.com/course/save-your-time-with-excel-userform/?referralCode=0E6A73E1EE79CB01A2E2 Buy me a coffee: https://www.paypal.me/Zhbanko