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# set_goals | ||
Goal settings template in Excel | ||
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## Purpose | ||
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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. | ||
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## Support and Donations | ||
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Enjoying Template? Then consider to buy me a coffee: https://www.paypal.me/Zhbanko | ||
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## Goal Setting Template in Excel with UserForm | ||
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### Features of the Template: | ||
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* 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 | ||
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### Limitations: | ||
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* 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 | ||
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## Build Procedures | ||
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It is possible to re-create provided functionality starting from macro-free excel file by following the procedure below: | ||
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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: | ||
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* File Functions.bas | ||
* File Programs.bas | ||
* File PlanningForm.frm | ||
* File invoke2click.cls | ||
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4. Open Class Module, double-click on class invoke2click | ||
5. Copy code content from the class invoke2click | ||
6. Paste code content to: | ||
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* Sheet 'Report' | ||
* Sheet 'Planning' | ||
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7. Save excel workbook as Macro-Enabled file | ||
8. Populate Input fields in the Worksheet 'Summary' | ||
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## Test of template | ||
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1. Invoke UserForm: | ||
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Double click to the row with id 1 on the worksheet 'Planning' | ||
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| Result | Output | | ||
|--------|:--------------------:| | ||
| Pass | UserForm will pop-up | | ||
| Fail | No user form | | ||
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2. Failsafe check: | ||
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Double click to the row 2 on the worksheet 'Report' | ||
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| Result | Output | | ||
|--------|:--------------------:| | ||
| Pass | Error is displayed | | ||
| Fail | UserForm will pop-up | | ||
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3. Fields of the UserForm | ||
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Populate several records on the worksheet 'Planning', double-click on this row | ||
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| Result | Output | | ||
|--------|:----------------------------------------:| | ||
| Pass | Fields of the UserForm are populated | | ||
| Fail | Fields of the UserForm are not populated | | ||
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4. Save data | ||
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Invoke UserForm from the worksheet Planning, populate fields, press button 'Save' | ||
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| Result | Output | | ||
|--------|:--------------------------------------------------------:| | ||
| Pass | Records are stored in the worksheets Planning and Report | | ||
| Fail | Error or data is not saved | | ||
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5. Update data | ||
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Invoke UserForm from the worksheet 'Report', by clicking on existing record, change fields, press button 'Save' | ||
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| Result | Output | | ||
|--------|:----------------------------------------------------------:| | ||
| Pass | Records are updated on both Worksheets Planning and Report | | ||
| Fail | Error or data is not saved | | ||
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6. Import Picture | ||
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Invoke UserForm from the worksheet 'Report', by clicking on existing record, press button 'Import Picture'. Follow prompt to import picture. Press Save button. | ||
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| Result | Output | | ||
|--------|:-------------------------------------:| | ||
| Pass | Picture is visualized in the UserForm | | ||
| Fail | Selected picture is not visualized | | ||
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7. Scroll through records | ||
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Create and save several records with UserForm. Invoke UserForm and use buttons 'Up' and 'Down' to scroll through records. | ||
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| Result | Output | | ||
|--------|:----------------------------------------------------:| | ||
| Pass | All records are correctly visualized in the UserForm | | ||
| Fail | Records are not properly visualized | | ||
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8. Generate PowerPoint file | ||
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Double click on complete record in the Worksheet 'Report'. Press button 'Generate PowerPoint'. | ||
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| Result | Output | | ||
|--------|:--------------------------------------:| | ||
| Pass | New PowerPoint presentation is created | | ||
| Fail | Error or Empty PowerPoint Presentation | | ||
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9. Archive Record | ||
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Double click on complete record in the Worksheet 'Report'. Press button 'Archive'. | ||
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| 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 | | ||
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10. Generate PivotTable | ||
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Invoke UserForm and press button 'Generate PivotTable' | ||
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| 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 | | ||
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## Code saving procedures | ||
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This macro workbook contains code. Follow procedure below to export code to the version control: | ||
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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' | ||
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## Issues | ||
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Please submit issues here: https://github.com/vzhomeexperiments/set_goals/issues | ||
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## Contributions and Support | ||
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1. Consider to contribute by creating more features, for example: | ||
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* Adding comments to the code | ||
* Adding Fail-safe logic | ||
* Spelling Mistakes | ||
* etc | ||
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2. Fork this repository, create branch and create Pull-Request | ||
3. Consider supporting this project by: | ||
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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 |
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