Clearly and Simply

Tag: interactive checklist

  • Microsoft Excel Check List Compilation

    A compilation of variations and enhancements of the interactive Microsoft Excel Check List Template

    Checklist - Photographer: adesigna (flickr.com)Clearly and Simply is supposed to be a blog on data visualization and data analysis. Hence, it is a bit embarrassing to admit that the most popular blog post ever is totally off topic. Believe it or not, it is the Microsoft Excel Check List Template published in August 2012.

    Most hits on any given day, second most comments (176 so far), most downloads.

    This is probably the case because I somehow managed to be shown on Google’s first page if you search for “Excel Checklist” or “Checklist Template”. Very popular searches, I guess.

    Anyway. People seem to like this interactive check list and asked for various modifications and enhancements of the template. I already posted a few variations, but since they are buried in the avalanche of comments on the original post, I thought a compilation of the frequently asked enhancements could be helpful.

    Today’s post provides the original check list and 14 of the most interesting modifications and enhancements: time and user stamped check lists, more checkboxes per item, check list with 3 possible states of an item and some more.

    As always, the Excel workbooks including the unprotected VBA code are provided for free download.

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  • Microsoft Excel Check List Template

    A Microsoft Excel template for a structured Checklist with the option to check and uncheck by double clicking

    Checkmark / Photographer: Allen Mc Gregor (flickr.com)Unfortunately my blogging activities slowed down to a crawl during the last few months and I left you waiting for new posts far too long already.

    Be assured that this site is not dead. I will revive the blog during the next weeks and I am already working on a couple of new articles.

    For one of the planned next posts I needed a checklist template. There are tons of Microsoft Excel and Microsoft Word examples available for free.

    However, I couldn’t find a checklist template I really liked. Formats are always easy to change, but I was particularly looking for a checklist providing a convenient way to change the status of the checklist items. Furthermore it should be easy to use and easy to maintain. Some of the templates I found simply expect to type in an X (or something similar) to check an item, some are working with data validation lists, some have form control checkboxes. The one that came closest to what I was looking for is provided by my good friend Daniel Ferry, the Excel Hero here: Excel Dynamic Checkmark. Already pretty close to what I was after, but since it did not fulfill all of my requirements, I decided to create my own.

    Agreed, today’s post is a bit off topic regarding the focus of this blog. It has nothing to do with data analysis, data visualization or dashboards. However, a nice Excel checklist template is always a useful thing to have in the toolbox.

    With today’s article I am trying to kill two birds with one stone: to show a sign of life and to share my little checklist template with you.

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