When I started as an MBA student at UCLA Anderson, I was surprised and eventually overwhelmed by the number of responsibilities I had to manage. For this reason, I built a homework and task tracker using Excel to track all of my commitments during fall quarter. I have been using it ever since and have made several revisions to the tool.

There were a couple of key themes that went into the design of this tool. The first of which is having vertical lists for all of your classes.

The reason for this is fairly simple — during your first quarter you will fall behind in your classes. The vertical format is perfect for this. Another key theme is the process of checking and crossing off items. The Homework Tracker template replicates both of these processes in a digital format. Another goal of mine was to make the tool simple and intuitive. There are only two tabs where you actually input data and all input cells are highlighted in yellow.

The tracker was built on a series of lookup formulas and significant conditional formatting. Click here to download the MBA Excel Homework Tracker. The next section is a basic tutorial on how to use this template. It covers each tab by going from left to right through the workbook. Start using the template by going to the Setup tab. Once there, all the cells you can update are highlighted in yellow.

The process of populating this tab is fairly simple:. If you have more than 8 total commitments, I would suggest combining some of the less intense commitments into one entry. This affects the conditional formatting of the Calendar View.

For example, Economics could be ECON; Accounting could be ACCTG. Per some of the comments from users of this tracker, I adjusted the template so that you could shift between years more quickly. The original template required you to start in and manually click your way through the years in the calendar view.

Now all you need to do to reset the template is select a baseline year. The template will use the first Sunday of that year as the starting point of the calendar view.

When I built the first version of the homework tracker, I collaborated with a friend and put a lot of time into creating something that we believed would help others. We wanted to receive credit for our contribution and for that reason, we decided to protect the file with a password.

Therefore, this latest version of the tool will not have password protection. The best time to do this is right at the beginning of your classes. The update process is as follows:. How many rows you use will depend on how much detail you want for your tasks i. Overdue tasks and tasks without a date will be highlighted in red. To add data and re-sort your entries:. The Calendar View is primarily an output tab designed to show you a weekly view of the tasks you entered into the Master List tab.

The only thing you can change on this tab is the week displayed; you do so by pushing the spin button up or down. The Calendar View basically shows you when you might get slammed with work and encourages you to prepare accordingly. A maximum of 12 tasks will appear for a given day; if you happen to have more than 12 tasks due, an overflow indicator!

The Calendar View is also formatted to be print ready, so you can print a copy out at the beginning of the week to help plan out your schedule. Please email me with any comments or suggestions for future versions. Due to contractual agreements, I am not able to give out the unlock password for the spreadsheets. I had a family tragedy a couple weeks ago, and it really threw me off in school.

I have been incredibly overwhelmed with being behind because it seemed like I had SO much to make up. After putting all my assignments and such in and seeing the calendar, I feel a lot better. I have a ton of work to do in the next few days, but having things organized helps me see the light at the end of the tunnel.

Thanks for saving my GPA! Wow, this is super helpful! Is there also a possibility to include a monthly overview, so it is easier to see which weeks have the highest workload etc.?

Hi Matthew, this is awesome, thanks! I downloaded the tracker. Can you help me troubleshoot this issue? I have filled in all the things required but the calender will not fill in the tasks for me. How do I fix this???

Thank you for the spreadsheet. It works very well. I am able to sort by date properly. Do you have any suggestions? Please include monthly view in the next version.

And if possible, would we be able to know the release date? I am actually using it to coordinate an MBA project, where a team of 4 each put their contribution current and pending in the Master list: The Calendar view for each week is the submitted as our Summary of activity.

I understand the need for protecting the Worksheets, both from the view point of ensuring functionality is not broken by edits, and that of protecting branding and copyright, but it would be nice to be able to at least reorder the tabs?

Other than that I see a product that with a bit of tweaking I would happily pay for. Sir This is a really a good resource, Thank you. I am also learning so much MS Excel spreadsheet programs.

Thank you very much. Just what I needed for grad school. However, I wonder if as a quick update you could change the the starting date from to ? I was specifically looking for a month view for my assignments. Everything else is gravy.

Is there an updated version somewhere? Hello, I modified this excel template to use as my homeschool lesson planner — it includes a monthly view — email me at sacapano gmail.

I must tell you I have no experience in excel formulas except what I have gleaned from using online tutorials here and there; with that stated, any issues you may have with it I may or may not be able to help you.

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Thank you so much for making this excel template. I have modified it to work for my homeschool lesson planning for assignments for my 3 sons —. Hi, Like everyone else I agree that this is a great resource. Is there a way to be able to list more then 12 tasks? I have certain days that have as much as 25 tasks and would like to include all of them.

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Hi Matthew thanks for this amazing tool! I really want to start using it, but how do I change the dates in the calendar view?

Excel Template: MBA Excel Homework Tracker

Hey Maria, you can do that just by clicking on the Up and Down arrows on the upper left of the worksheet. There is no shortcut to go to your desired date though. Could you please help? Hi, this tool is AWESOME! I have been using it to help me the past year with my masters degree. A couple of tweaks in the next version would be great. Currently I do screen clippings of the weeks and paste them into a word doc to make the monthly view, but it is not ideal since it takes time and also assignments change.

Tab color customization If you could change these, especially the calendar view, it would help me so much! I just downloaded your template and I think its awesome!

I am having the same problem a couple other people had: When I input assignments in the first available category blue , everything works wonderfully and it all shows up in the Calendar View. When I input assignments in any of the subsequent blocks red-black , none of them translate into the Calendar View. Do you know how to fix this problem?

This tool is great! I have used it every semester since Fall Starting at the beginning of , all columns after the first one no longer feed into the calendar. I tried grabbing a clean version, but ran into the same issue. Then, I changed the dates to end in and went back a year, and all the information appears.

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It seems that all columns except the first one on the left do not work after MBA Course Grading Curve at UCLA Anderson. Home About Excel Formula Writing Database Theory Visual Design Model Building Error Checking Error Prevention VBA Excel Templates Excel Shortcuts Excel Analysis MBA Class Notes MBA Tips Consulting.

MBA Excel Homework Tracker by Matthew Kuo on October 2, in Excel , Excel Templates. Tracker Design There were a couple of key themes that went into the design of this tool. The Setup Tab Start using the template by going to the Setup tab. The process of populating this tab is fairly simple: Baseline Year Per some of the comments from users of this tracker, I adjusted the template so that you could shift between years more quickly.

No Password Protection When I built the first version of the homework tracker, I collaborated with a friend and put a lot of time into creating something that we believed would help others. The update process is as follows: To add data and re-sort your entries: Due Date — Order: Finally, a couple of things you should not do on this tab: Do NOT try to move or shift rows to sort them when incorporating new tasks. Doing this will break formulas that feed into the Calendar View. Please use the sort process described above.

Do NOT edit the top row of the Master List tab The Calendar View The Calendar View is primarily an output tab designed to show you a weekly view of the tasks you entered into the Master List tab.

Technical Issues Below are a list of known technical issues with the template: The MBA Excel Homework Tracker was built using Excel Opening the file with an earlier version of Excel may prevent some formatting features from working. There are no macros in this workbook nor links to other workbooks A circular reference warning may pop up when using this file. There are no circular references in this model and this is a known bug in Excel. Related Posts Tips for New MBA Students Update to MBA Excel Homework Tracker 9 Useful Online Services for MBA Students Excel Template: Histogram Builder with Adjustable Bin Sizes Excel Template: Exactly what I was looking for!!!!

Glad I could help. Hope things get better for you. Thanks for the suggestion. Have a good one. This is a really awesome resource, Thank you. This tool is awesome!!!!! Great tool Matthew, just started my MBA and this will surely increase my productivity. Thanks again for this!! Hi Matthew, I just downloaded your template and I think its awesome!

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