Data Collection - Daily Planner - Weekly

Weekly Daily Planner - Data Collection

Formulas Required

The template leverages several Excel formulas to automate data processing and enhance functionality:

• Date Auto-Entry (Column A): Use =TODAY() in the first cell of the week, then drag down to auto-populate future dates. Conditional formatting can highlight today’s entry.
• Day of Week (Column B): Formula: =TEXT(A2,"dddd"), ensuring consistent weekday naming.
• Duration Calculation: =IF(E2="",0,IF(AND(E2<F2), F2-E2, F2+1-E2)). This handles cases where tasks cross midnight.
• Total Weekly Hours per Category: In the "Weekly Overview" sheet, use =SUMIFS('Daily Logs'!G:G,'Daily Logs'!C:C,"Work") to aggregate time spent by category.
• Average Mood Score: Use =AVERAGE('Daily Logs'!K:K) to calculate the weekly average well-being rating.

Conditional Formatting Rules

To enhance visual clarity and help users quickly identify patterns, the following conditional formatting rules are applied:

• Highlight Today's Date: Apply formatting (e.g., yellow background) to the row containing today’s date using =A2=TODAY().
• Status Colors: Use color scales: Green for "Completed", Orange for "In Progress", Red for "Delayed".
• Priority Highlighting: High-priority tasks (column H) are displayed in bold red font.
• Mood Score Indicator: Values below 5 in column K are shaded in red; values above 7 are highlighted in green.

User Instructions

1. Open the template and save it as a new file with your name or project title.
2. Begin by entering the start date of your week (e.g., Monday, January 15) in cell A2.
3. Fill in each daily entry using consistent formatting: select category, enter task, time duration, and rate mood at day’s end.
4. The "Daily Logs" sheet auto-calculates durations and updates the "Weekly Overview" tab dynamically.
5. On Fridays, review your week using the Dashboard to analyze trends (e.g., time spent per category or well-being patterns).
6. For new weeks: Copy the last row and edit dates to start a fresh week. Alternatively, use the “Reset Week” button (if macros are enabled).

Example Rows in Daily Logs

Recommended Charts and Dashboards (in Dashboard Sheet)

The "Dashboard & Charts" sheet includes:

• Bar Chart: Hours spent per activity category (e.g., Work vs. Study vs. Exercise).
• Line Graph: Trend of daily mood scores throughout the week.
• Pie Chart: Percentage distribution of time across different categories.
• KPI Cards: Display weekly totals: Total Hours Worked, Average Mood Score, Tasks Completed (%).

This template seamlessly integrates Data Collection, Daily Planner, and Weekly Planning into a single powerful Excel solution—empowering users to monitor productivity, emotional health, and task completion with precision and ease.