Create monthly time sheet using a Pivot Table
Author: Oscar Cronquist Article last updated on October 25, 2019
Today I am going to demonstrate how amazing pivot tables are! Take a look at this time sheet.
You can expand each month and see time spend on each project. The pivot table also shows a summary of both months and projects.
I made the pivot table from a simple table containing fake project time data.
This table can have duplicate dates, as you may be working on multiple projects in a single day.
How I created the Pivot Table
- Select a cell in your table.
- Go to tab "Insert".
- Press with left mouse button on "Pivot table" button.
- Press with left mouse button on OK.
Arrange data
- Press with left mouse button on and drag "Day" from "Pivot table Field List" to "Column Labels" area.
- Resize pivot table columns widths.
- Press with left mouse button on and drag "Date" to "Row Labels" area.
- Press with right mouse button on on a date and select "Group".
- Select months and press with left mouse button on OK.
- Press with left mouse button on and drag "Project" to "Row Labels" area.
- Press with left mouse button on and drag "Regular hours" to "Values" area.
- Go to tab "Design".
- Press with left mouse button on "Subtotals" button.
- Press with left mouse button on "Show all subtotals at bottom of group".
- Press with left mouse button on and drag overtime hours to "Values" area.
- Change headers "Sum of Regular hours" to R and "Sum of overtime hours" to O.
Picture of a monthly timesheet by project with overtime hours.
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Oscar,
I've been experimenting with various formats (in Excel ofcourse) for tracking my time, but have never been totally satisfied. This PivotTable might just be the ticket! Thanks for sharring!
Cheers, Lukas
Lukas,
I am happy you like it!