Excel template for tracking hours by tasks / daily / weekly / monthly

I am putting some recommendations for templates. You will need to download them and see which comes closer to you. Yes, nothing will fulfill 100% but once you select a template, I can help you to modify to meet your needs. The below template will provide you a starting point. Then custmizations as per your need.

https://www.vertex42.com/ExcelTemplates/time-tr...

https://templates.office.com/en-us/Search/resul...

https://www.smartsheet.com/best-excel-schedule-...

Google is your friend, there is bound to be something out there

In general I would do something like this:

Date - custom format the date field in you prefered display format

Employee - a drop down lookup to display only valid employee names / ids

Customer - a drop down lookup to display only valid customers

Time group- drop down look to pick work categories to report

Hours field - do you have any requirement to limit hours per day, charge OT rate?

All of that would be defined as a MS table

Then use a pivot table from that table to generate all of the reports you need

Here are some links to generic timesheets I've collected. They don't exactly match you needs, but you may be able to mix and match features

Build a simple timesheet in Excel https://www.techrepublic.com/blog/windows-and-o... By Susan Harkins | in Windows and Office, May 2, 2013,

Excel makes it easy to set up a system for tracking time. Follow these steps to create your own or download our sample timesheet template and customize it to fit your needs.

Part 4: Timesheets and Resource management http://chandoo.org/wp/2009/08/05/excel-time-she...

For managers, timesheets are a vital component to understand how team is working and where the effort is going.

Part 6: Project Status Reporting – Project Management Dashboard http://chandoo.org/wp/2009/10/06/project-status...

Communication is a very important aspect of project management.

In today’s installment of project management using excel series, we will learn how to make a project management dashboard using Microsoft excel.

Calculate the Total Hours Formula in Excel http://smallbusiness.chron.com/calculate-total-...

Due to the importance of billable hours, payroll, hourly wages and overtime, employees and managers should familiarize themselves how to calculate total hours in Excel for both planning and reporting purposes.

Time Sheet Template for Excel - Timesheet Calculator www.vertex42.com

Free Time Sheet Template for Excel - This timesheet calculator lets you enter clock ... It requires you to manually allocate the Regular and Overtime hours, but for ...

Timesheet Templates - Free employee timesheet templates www.calculatehours.com/freetimesheet.html

Excel Timesheet Templates with Overtime overtime Excel Timesheets for employees that get paid an overtime rate for over 8 hours daily, or for over 40 hours ...

Timesheet with Overtime 8hr & 40 hr - Easy! - CalculateHours.com www.calculatehours.com/Excel\_Timesheets\_Overtime\_8hr\_40hr.html

In this section, you will find easy-to-use Excel Timesheet Templates to calculate OVERTIME. ... Weekly Timesheets with Overtime Calculation based on 40 hours weekly. ... Bi-weekly Timesheet Templates Calculate Lunch Breaks, 8hr overtime & 40 hr overtime.

Weekly pay- Employee Timesheet Calculator Template in Excel FREE- Trump Excel http://trumpexcel.com/2015/07/employee-timeshee...

Employee Timesheet Calculator Template ... I often get queries on how to calculate regular hours and overtime hours ...

Working With Overtime Hours In Excel www.cpearson.com/excel/overtime.htm

Learn about formulas for working with timesheets and overtime hours in Microsoft ...

Hi Rohn

Thanks for all the links. I will refer to them when trying to make this.

Quick question - also found this feature called

Outline (group) data in a worksheet - Excel - Office Support - Office 365

I guess this is another way to group and report on the data, but in situ in the table not in a report or pivot table.

So, I wonder if it is possible to combine the two, if that is ever desirable? To have the data outlined and grouped in the table and also manipulated in various pivot tables and charts?

Hi both

Thanks for lots of suggestions. Some of these I have seen before when I took a look. Its strange that nothing seems to exist that's what I need. Most of these examples are for daily or weekly timesheets where staff write their working hours each day to calculate pay. What I need is a way of keeping track of hours worked on different tasks to check time is being spent on the right things, and client hours so we know what is profitable.

I made a simple example here:

https://tqm-my.sharepoint.com/:x:/g/personal/dave\_tqm\_onmicrosoft\_com/ERqpTMG0AsdOvTA-LESL2DwB6nApX0JbAxSnAz99lHDSuw?e=D84qJj

In ex 1 I tried to make 1 row per date, which is clean. But then I don't know how to make the pivot table report to see the task total hours and task category total hours, let alone adding client name.

In ex 2 I did it like a database table, and have more than one row for each date. Which should make the data cleaner.

In my experience the second example would work better. In my experience I never could say how many different things I would be working on in a given day. You might even want to add a misc/uncateogorized category. And if you are going to use PivotTables to generate the reports (my preference by far) having one thing per row will work better.

Here are some pivottable tips (I have more if you are interested)

Track Driver Hours April 8, 2011

Thanks for your formula suggestions on Wednesday’s blog post about promotional pricing. Here’s another formula example, and I’m sure you’ll have alternate methods for this problem too. Driver Limits In some countries, there are...

10 steps to adding a timeline to an Excel 2013 PivotTable https://www.techrepublic.com/blog/10-things/10-...

Excel 2013 includes a new timeline tool for PivotTables. A timeline lets you filter records by dates, similar to a slicer. In this 10-step

3 Ways to Group Times in Excel https://www.excelcampus.com/charts/group-times-...

Learn how to group times in a data set for summarized reports and charts. We will use Pivot Tables, and the FLOOR, TRUNC, and VLOOKUP functions for the different solutions.

Create a Single Excel Slicer for Year and Month

April 28, 2015 by Mynda Treacy

A single Excel Slicer for Year and Month, as opposed to the default of having the Year and Month in separate Slicers. Let’s rewind a tad and look at how we got here in the first place. Below is an extract of my data; it’s a list of trading volumes spanning 13 months from April 2014 to April 2015. Note: my dates are dd-mm-yy. When I created the PivotTable I grouped my dates by Years and Months (right-click > Group): This adds a new field to…

Filter a Pivot Table for a Date Range June 8, 2009

In a pivot table, you might want to see all the orders that were shipped on a specific date. To do that, you’d move the Ship Date field to the Page area, and select...

Filter a Pivot Table or Slicer for the Most Recent Date or Period https://www.excelcampus.com/vba/filter-pivot-ta...

Learn how to filter a pivot table, pivot chart, or set a slicer for the most recent date or period in the data set.

Filter from Worksheet Date Range -- Enter start and end dates on the worksheet, and update the pivot table, to show matching items. PivotDateRange.zip 17kb 10-Mar-07

Filter Pivot Table for Date Range - Enter start and end dates on the worksheet, and update the pivot table in this Excel template. Dates from that range are selected in the Report Filter Date field Error! Reference source not found. 20 kb 28-Jan-09 . PivotCodeDateFilter2007.zip 27 kb 28-Jan-09

Group an Excel PivotTable by dates https://www.techrepublic.com/article/pro-tip-gr...

Grouping lots of data by dates is easy using Excel's PivotTable. Susan Harkins shows you how.

By Susan Harkins | October 27, 2014

A PivotTable is a great way to summarize a lot of data. The technical side of things is simple — you insert a PivotTable and add the appropriate fields. If you're grouping by dates, you'll have lots of options, but all of the possibilities aren't as obvious as you might like. In this article, I'll show you how to group a PivotTable by date components. I'll also show you a few of the less-than-obvious possibilities.

* Group by date components

* About those weeks

* 2013 new filtering feature called timelines

Group Dates in a Pivot Table http://excelchamps.com/blog/group-dates-in-a-pi...

Creating a group of dates in a pivot table is one those awesome features. With this, you can instantly create insightful and ready to present reports. When you work with a data where you have dates in it, the best thing to summarize it in months, years, or quarters.

Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data https://www.excelcampus.com/pivot-tables/groupi...

Learn the differences between the Group Dates feature in a pivot table and grouping dates in the source data by adding extra columns for year, month, quarter, etc. Skill level: Intermediate Jon Acampora May 11, 2016

PivotTable Group Data [Video] March 26, 2013 by Mynda Treacy

In this second tutorial, in my 3 part series on PivotTable tips and tricks, I’m going to show you how to group data like dates into years, quarters or months, and ages into groups like this PivotTable below. Download the Workbook […]

Power BI visuals, Free- Timeline Slicer https://appsource.microsoft.com/en-us/product/p...

The Timeline slicer is going to make this experience a breeze. With this simple slider control for dates, all you need to do, is just click and drag to the range that you want. You can also switch to a Year, Quarter or Month view to select ranges even at a higher level than dates.

Slicers for Rolling Periods https://www.myonlinetraininghub.com/excel-slice...

May 6, 2015 by Mynda Treacy 7 Comments

Excel Slicers for rolling periods, for example; the last 12 months, requires a column in your source data that looks up the date and compares it to today’s date to see if it falls into the current period.

Why the Pivot Table Group Field Button is Disabled for Dates https://www.excelcampus.com/pivot-tables/group-...

The Group Field feature is a great tool that allows us to quickly summarize our pivot tables for Year, Month, Day, etc. when applying it to a date field.

However, there are a few simple rules we must follow to get the Group Field feature to work properly. In this post I explain the rules and also share 3 quick tips for hunting down the data/cells that are causing the problem. Did I mention I've spent a lot of time doing data cleansing...? :-)