{"id":24774,"date":"2016-09-07T03:01:56","date_gmt":"2016-09-06T17:01:56","guid":{"rendered":"http:\/\/www.rjmprogramming.com.au\/ITblog\/?p=24774"},"modified":"2016-09-12T22:18:03","modified_gmt":"2016-09-12T12:18:03","slug":"excel-online-spreadsheet-monthly-planner-primer-tutorial","status":"publish","type":"post","link":"https:\/\/www.rjmprogramming.com.au\/ITblog\/excel-online-spreadsheet-monthly-planner-primer-tutorial\/","title":{"rendered":"Excel Online Spreadsheet Monthly Planner Primer Tutorial"},"content":{"rendered":"<div style=\"width: 230px\" class=\"wp-caption alignnone\"><a target=_blank href=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.xlsx\"><img decoding=\"async\" style=\"float:left;border: 15px solid pink;\" alt=\"Excel Online Spreadsheet Monthly Planner Primer Tutorial\" src=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.jpg\" title=\"Excel Online Spreadsheet Monthly Planner Primer Tutorial\"  \/><\/a><p class=\"wp-caption-text\">Excel Online Spreadsheet Monthly Planner Primer Tutorial<\/p><\/div>\n<p>One of the best navigation tools we know of for both desktop and web and mobile applications is the <a target=_blank title='Tab navigation button or panel information from Wikipedia ... thanks' href='https:\/\/en.wikipedia.org\/wiki\/Tab_(GUI)'>&#8220;tab&#8221;<\/a>.  The &#8220;tab&#8221; is that button like GUI feature like with those dictionaries of old that had a &#8220;tab&#8221; as a little &#8220;indent&#8221; into the paper of the hardcover book that helps you open up the book to an exact position, such as the first &#8220;G&#8221; entry in the dictionary.<\/p>\n<p><img src='https:\/\/encrypted-tbn2.gstatic.com\/images?q=tbn:ANd9GcQa8ysepJaI0A9TxulTr4CyCNwKtTV6WKLg-v8zu9z0S6LpKEHahA' title='Thanks for tabbed book image'><\/img><\/p>\n<p>Well, today we latch on to Microsoft&#8217;s excellent <a target=_blank title='Excel Online by Microsoft' href='https:\/\/office.live.com\/start\/Excel.aspx'>&#8220;Excel Online&#8221;<\/a> <a target=_blank title='Spreadsheet information from Wikipedia ... thanks' href='https:\/\/en.wikipedia.org\/wiki\/Spreadsheet'>spreadsheet<\/a> functionality (or Gmail equivalent <a target=_blank title='Google Sheets' href='https:\/\/www.google.com.au\/sheets\/about\/'>Google Sheets<\/a> functionality) and first good use for its &#8220;Insert -&gt; Sheet&#8221; functionality to add in a &#8220;tab&#8221; for navigation purposes, that consists of a <a target=_blank href='http:\/\/ccm.net\/contents\/671-spreadsheets-worksheets' totle='Worksheet in Spreadsheet'>spreadsheet worksheet<\/a> (commonly nicknamed &#8220;Sheet&#8221; in this article, elsewhere), for your &#8220;Monthly Planner&#8221; spreadsheet.  Our ideas here are actually derived from the ideas of one of my students, who came to class with a plan for a &#8220;Monthly Planner&#8221; spreadsheet.  Spreadsheet design benefits enormously from a plan of some sort for its design.  You don&#8217;t have to follow through on those first design ideas ad infititum, but it helps stimulate ideas you can hone once you are in the Microsoft Excel application functionality.<\/p>\n<p>So what&#8217;s with &#8220;Excel Online&#8221; (for <a target=_blank title='Hotmail email' href='http:\/\/hotmail.com'>Hotmail<\/a> email, for example) (or <a target=_blank title='Gmail email' href='http:\/\/gmail.com'>Gmail<\/a> email equivalent Google Sheets functionality)?  It&#8217;s a way to keep a spreadsheet in what we like to call &#8220;midair&#8221; sending spreadsheet data to yourself, and\/or others, via email, with the spreadsheet data not necessarily very often landing on a hard disk, as such &#8230; though, behind the scenes it does &#8230; but, rather, follows you, around the world perhaps, &#8220;in the ether&#8221; via email.  We&#8217;ve talked about the joys of this approach before, and we refer you to <a target=_blank title='Emailing Microsoft Excel Spreadsheet Primer Tutorial' href='https:\/\/www.rjmprogramming.com.au\/ITblog\/emailing-microsoft-excel-spreadsheet-primer-tutorial\/'>Emailing Microsoft Excel Spreadsheet Primer Tutorial<\/a> for this.<\/p>\n<p>Okay, then, what are the design elements of what we ended up with as my student&#8217;s &#8220;Monthly Planner&#8221;?  One thing is, you may be tempted to actually open a spreadsheet row that names a month by name.  That was my first reaction, but what ended up being so much better we feel, and we fleshed out by using &#8220;Excel Online&#8221; (for <a target=_blank title='Hotmail email' href='http:\/\/hotmail.com'>Hotmail<\/a> email, for example) (or <a target=_blank title='Gmail email' href='http:\/\/gmail.com'>Gmail<\/a> email equivalent Google Sheets functionality) to hone our ideas with, was to have the &#8220;Month name&#8221; be expressed by a &#8220;Sheet tab&#8221;, created by Insert -&gt; Sheet in &#8220;Excel Online&#8221; (or there&#8217;ll be an equivalent in Gmail originated Google Sheets functionality, or you may decide to do this in Microsoft Excel or LibreOffice Spreadsheet or OpenOffice Spreadsheet desktop programs, ahead of entering the online &#8220;midair&#8221; &#8220;in the ether&#8221; world we talk about later).  Let&#8217;s list the design &#8220;ingredients&#8221; &#8230;<\/p>\n<ul>\n<li>&#8220;Month name&#8221; (plus a Year perhaps) expressed by a &#8220;Sheet tab&#8221; (renamed via Right Click on Windows or Two Finger gesture functionality on Mac) title<\/li>\n<li>Leftmost &#8220;A&#8221; column should be the one &#8220;Task Description&#8221; (or perhaps &#8220;Task Comment&#8221;) field, that is a fair bit wider than any other column<\/li>\n<li>Any other columns &#8230; 28 through to 31 &#8230; for any spreadsheet tab &#8220;sheet&#8221; can be fairly narrow fields headed by the &#8220;Number of the Month&#8217;s Day&#8221; explanation, and designed just to show a cross or not, perhaps, for whether the user performed this &#8220;Task&#8221; on that day<\/li>\n<\/ul>\n<p>Now, it is really up to the individual as to whether they &#8220;Insert -&gt; Sheet&#8221; at the end of a month ready for the next one, or do all 12 for a year (or maybe more years) ahead of time.  All this is pretty flexible.<\/p>\n<p>What is a &#8220;personalized&#8221; part to this &#8220;Monthly Planner&#8221;, as you can imagine, is how many row Column &#8220;A&#8221; &#8220;Task Description&#8221; there are, and, of course, what goes in there.  As time goes on, &#8220;personalized&#8221; patterns of life will become apparent by what gets filled in, or not, in the right hand columns of &#8220;Task Description&#8221; rows.<\/p>\n<p>Don&#8217;t know what you think, but we like the simplicity of this design that we&#8217;ll show you &#8220;mocked up&#8221; for your perusal with <a target=_blank href=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.xlsx\" title='Click picture'>this link<\/a>.<\/p>\n<p>Now, the maintenance of the <a target=_blank href=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.xlsx\" title='Click picture'>spreadsheet<\/a>, resulting from steps described below, is the fun bit for us, with the &#8220;midair&#8221; acrobatics email can help you out with.  You&#8217;ll notice this last link here involves a file with a .xlsx extension, that, when clicked online with a web browser, may well open the link (which will eventually end up in an email, most likely sent to yourself, firstly as an attachment off a downloaded first and only, maybe, hard disk landing &#8230; or maybe somewhere else for mobile device users &#8230; we hope you can see?) with &#8220;Excel Online&#8221; (for <a target=_blank title='Hotmail email' href='http:\/\/hotmail.com'>Hotmail<\/a> email, for example) (or <a target=_blank title='Gmail email' href='http:\/\/gmail.com'>Gmail<\/a> email equivalent Google Sheets functionality) application functionality.  Cute, huh?<\/p>\n<p>Let&#8217;s, roughly speaking, give a bit of detail here &#8230;<\/p>\n<ul>\n<li>Open desktop Microsoft <a target=_blank title='Excel information from Microsoft' href='https:\/\/products.office.com\/en-us\/excel'>Excel<\/a> or <a target=_blank title='LibreOffice from The Document Foundation' href='http:\/\/www.libreoffice.org'>LibreOffice<\/a> Spreadsheet or <a target=_blank title='OpenOffice' href='http:\/\/www.OpenOffice.org'>OpenOffice<\/a> Spreadsheet application<\/li>\n<li>Create File -&gt; New Spreadsheet with the simplest &#8220;Blank&#8221; template<\/li>\n<li>Widen column &#8220;A&#8221; by dragging its right edge further right<\/li>\n<li>For the next 31 columns make them narrower by dragging their right edges to the left<\/li>\n<li>Type into cell &#8220;A1&#8221; &#8220;Task Description&#8221;<\/li>\n<li>Type into cells &#8220;A2&#8221; to &#8220;A32&#8221;, respectively, the header that is the 28 to 31 &#8220;Day of the Month&#8221; values<\/Li><br \/>\n<Li>Right click for Windows or Two finger gesture for Mac on the tab down the bottom and choose Rename to make it January 2016 or some such like<\/Li><br \/>\n<Li>Now as we said before it is up to you about doing Insert -&gt; Sheet more now, or later, for other month Sheets, but there is a good way to copy the style of a Sheet over from this Sheet to another that involves Copy and Paste and that very useful upper left button that does edits for whole Sheets &#8230; Hope you can swing this?!<\/Li><\/p>\n<li>File -&gt; Save As&#8230; to <a target=_blank href=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.xlsx\" title='Click picture'>monthly_planner.xlsx<\/a> &#8230; with LibreOffice or Open Office you&#8217;ll want to specify a Microsoft Excel output file type<\/li>\n<li>With your favoured web browser (or desktop email client program) open your email application<\/li>\n<li>Compose a new email and attach <a target=_blank href=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.xlsx\" title='Click picture'>monthly_planner.xlsx<\/a> as an attachment with a subject like &#8220;My Monthly Planner&#8221;, sending it to yourself, at least, and other interested email parties<\/li>\n<\/ul>\n<p> &#8230; which are the one off bits that do involve, perhaps, the one &#8220;hard disk&#8221; landing of spreadsheet data &#8230; and then, from then on &#8230;<\/p>\n<ul>\n<li>In any given place with WiFi connect to your web browser way to access email<\/li>\n<li>Find your &#8220;My Monthly Planner&#8221; email and double click the attachment (or perhaps use a Right Click &#8220;Open&#8221; option on Windows or a Two Finger gesture &#8220;Open&#8221; option on Mac), and you will get to &#8220;Excel Online&#8221; web application (certainly if on Windows) or other spreadsheet friendly application (such as Gmail equivalent Google Sheets functionality), with your &#8220;Monthly Planner&#8221; data showing &#8230; yay!!!!<\/li>\n<li>In &#8220;Excel Online&#8221; click &#8220;Edit\/Replace&#8221; button to make changes (or equivalent Gmail originated Google Sheets functionality), or whatever the equivalent arrangement for other spreadsheet online applications is<\/li>\n<li>When your edits are finished &#8220;Forward&#8221; this email back to yourself, and other interested parties, to keep the ball (or spreadsheet) rolling<\/li>\n<\/ul>\n<p>Can you see how your &#8220;Monthly Planner&#8221; can follow you around now?  We try to give you the feel of this with today&#8217;s <a target=_blank href=\"http:\/\/www.rjmprogramming.com.au\/Windows\/monthly_planner.jpg\" title='Tutorial picture'>tutorial picture<\/a>.<\/p>\n<p>If this was interesting you may be interested in <a title='Click here to see topics in which you might be interested' href='#d24774' onclick='var dv=document.getElementById(\"d24774\"); dv.innerHTML = \"&lt;iframe width=670 height=600 src=\" + \"https:\/\/www.rjmprogramming.com.au\/ITblog\/tag\/spreadsheet\" + \"&gt;&lt;\/iframe&gt;\"; dv.style.display = \"block\";'>this<\/a> too.<\/p>\n<div id='d24774' style='display: none; border-left: 2px solid green; border-top: 2px solid green;'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>One of the best navigation tools we know of for both desktop and web and mobile applications is the &#8220;tab&#8221;. The &#8220;tab&#8221; is that button like GUI feature like with those dictionaries of old that had a &#8220;tab&#8221; as a &hellip; <a href=\"https:\/\/www.rjmprogramming.com.au\/ITblog\/excel-online-spreadsheet-monthly-planner-primer-tutorial\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12,17,29,37],"tags":[111,319,349,351,360,380,403,2002,503,513,2003,549,553,1742,694,723,725,782,785,881,1185,2001,1319,1400,1435,2004],"class_list":["post-24774","post","type-post","status-publish","format-standard","hentry","category-elearning","category-gui","category-operating-system","category-tutorials","tag-attachment","tag-desktop","tag-document","tag-document-processing","tag-download","tag-email","tag-excel","tag-excel-online","tag-gmail","tag-google","tag-google-sheets","tag-gui","tag-hard-disk","tag-hotmail","tag-libreoffice","tag-mac","tag-mac-os-x","tag-microsoft","tag-microsoft-office","tag-openoffice","tag-spreadsheet","tag-tab","tag-tutorial","tag-web","tag-windows","tag-worksheet"],"_links":{"self":[{"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/posts\/24774"}],"collection":[{"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/comments?post=24774"}],"version-history":[{"count":20,"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/posts\/24774\/revisions"}],"predecessor-version":[{"id":24918,"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/posts\/24774\/revisions\/24918"}],"wp:attachment":[{"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/media?parent=24774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/categories?post=24774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rjmprogramming.com.au\/ITblog\/wp-json\/wp\/v2\/tags?post=24774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}