Forum Discussion
Excel Monthly Personal Planner
- Dec 10, 2021
Sharpe411 Oh my! Yet another example of a calendar template that isn't very useful. Looks fancy with the spiral wire to mimic a paper calendar, assuming that the workbook attached is the template you are using.
Begin by right-clicking on the Tab name "Monthly Planner" and press Unhide. Now you can unhide the Lists tab and you'll see the 8 months that feed the drop down box. These 8 months are dynamic though. 2 months back and 6 months forward from the current month. I guess the designer thought that would be sufficient. If you want 12 months, expand the list, making sure that the formulae that calculate the month and year are updated correctly.
Now that you have the "12-month calendar" (see attached), don't think you can do much with it. All you have is a digital representation of just "a paper calendar". Print each month, on-by-one, and start writing down your notes on the hard copies. The template has no built in functionality that allows you to store notes by date that can be displayed for the chosen month. Your choice, though.
jimb390 How to expand the list of months was explained in my original post and clarified by John in his last. Needed to refresh my memory a bit and are again amazed by the complexity of an otherwise useless template. But, if it works for you that's good enough.
Took the liberty of changing your file a little bit. Now the Sundays (closed) at least show the correct dates, deleted som unused columns and I expanded the list of months to 2 years ahead and made a bit more dynamic. The key here is that, if you want to change this yourself, that the named range called List_Months is updated in the Name Manager accordingly.
In the picture above you can see that it currently points to the range B1:B27 on the Lists sheet. I also got rid of some names that caused #REF errors due to the fact that you had deleted a few columns from the original template.
If you need more guidance on how to work with Dropdown lists (i.e. Data Validation) and the Name Manager, I suggest you start be reading the articles in the links below.