Event Calendar Maker Excel Template – v3 – Support

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HOW TO USE THE TEMPLATE

SETTINGS

The template has 9 worksheets and you can just click on the worksheet name (tab) and go to a specific sheet. In the Home worksheet, you will get started with entering some basic information about the Calendar.

STEP 1A: BASIC SETTINGS

Event Calendar Maker Excel Template - Basic Settings
Event Calendar Maker Excel Template – Basic Settings
  • Enter the year
  • Enter the Month
    • Your calendar will have 12 months beginning with the month in that year
  • Enter the day you would like the week to begin with. You can choose from (MON, TUE, WED, THU, FRI, SAT, SUN)
  • Enter a name for your calendar. This will be displayed on the calendar.

 

STEP 1B: SET YOUR NON-BUSINESS DAYS

Event Calendar Maker Excel Template - Weekends
Event Calendar Maker Excel Template – Weekends

 

This option allows you to customize the weekends according to your needs. Choose the weekend option. For example, in the image above, all Sundays and Saturdays are considered as weekends. They will be highlighted with red font on the calendar.

Event Calendar Maker Excel Template - Holidays
Event Calendar Maker Excel Template – Holidays

 

Enter a list of holidays in the Holidays table. These days will also be considered as non-business days and highlighted in red font.

 

STEP 1C: SET UP TO 12 EVENT TYPES WITH COLOURS

Event Calendar Maker – Excel Template – Event Types
Event Calendar Maker – Excel Template – Event Types

 

You can enter your own (up to 300) events that will be displayed on the calendar. You can also categorize them under (up to) 12 event types. First, you will enter the names for the Event Type. You can choose a colour for each event type from the list of 15 pre-chosen colours. The color next to the Event type will be used to highlight the corresponding dates on the calendar.

 

STEP 2: ENTER EVENTS

Event Calendar Maker – Excel Template – Events Entry

Event Calendar Maker – Excel Template – Events Entry

 

In the ‘Events’ worksheet, you will enter your events. You can enter up to 300 active events and these events will be highlighted on the calendar.

 

STEP 2A. Enter Event Name, Event Type, Event Start Date and Event End Date.

  • By choosing the event type, the dates will be color-coded on the calendar according to what you chose in Step 1C.
  • If the Event Type is blank or not one of the Event Types listed in the 1C, the event will not be highlighted with colour on the calendars.
  • If you have multiple events on the same day, you will enter them separately.
  • You can enter events in any order. They do not have to be in chronological order.
  • Leave the Event End Date blank if it’s a One-time event.

 

STEP 2B. FREQUENCY TYPES

Choose Frequency Type from the 12 options.

Event Calendar Maker – Excel Template – Frequency Types
Event Calendar Maker – Excel Template – Frequency Types

 

Please watch the demo video where all frequency types are explained and shown.

 

STEP 2C. CHOOSE WEEKDAYS

Choose the Weekdays you would like to allow for each event. Enter 1 in the MO column, if you would like the event to happen on Mondays. These fields are not applicable for One-time and Every Nth day events.

Event Calendar Maker – Excel Template – Weekdays
Event Calendar Maker – Excel Template – Weekdays

 

STEP 2D. Enter N

Event Calendar Maker – Excel Template – N, Non-Business Days, Active Events & Priority
Event Calendar Maker – Excel Template – N, Non-Business Days, Active Events & Priority

 

N is applicable for 7 of the 12 frequency types. They are provided below with examples.

Event Calendar Maker – Excel Template – N
Event Calendar Maker – Excel Template – N

 

  • Applicable Frequency Types (with examples)
    • Every Nth day: Enter 2 as N to create events every 2 days
    • Weekly: Enter 2 to create events every 2 weeks
    • Monthly: Enter 2 to create events every 2 months
    • Nth Wkday of Mth: Enter 2 to create events every 2nd Weekday of Month (Weekday will be chosen in the previous step)
    • Every Nth Busn Day: Enter 2 to create events every 2nd Business day
    • Nth Busn Day of Mth: Enter 2 to create events on the 2nd Business day of a month
    • Nth Busn Day of Week: Enter 2 to create events on 2nd Business Day of a week

 

STEP 2E. NON-BUSINESS DAYS

Choose ‘Skip’ if you would like to not display the event occurrence on non-business days (weekends and holidays). If left blank, the event occurrence on non-business days will be coloured with the event type colour.

 

STEP 2F. PRIORITY

When more than one event happens on a day, Higher Priority event’s color will be chosen for calendar display. Lower Number means higher priority.
• If you don’t enter any priority, it is equivalent to zero (Zero has higher priority than any positive number).
• If two events have the same priority, then the events will be prioritized based on the order in which you entered them in the Events table.

 

STEP 2G ACTIVE EVENTS

Enter N in ACTIVE? column if you would like the event to be not displayed on calendar.

 

STEP 2H. ADDITIONAL COLUMNS

There are optional columns for Event Description and Start Time. There are also two custom columns that you can rename and use. These four columns will only appear in Daily calendar.

Event Calendar Maker – Excel Template – Event Description, Start Time and Custom Columns
Event Calendar Maker – Excel Template – Event Description, Start Time and Custom Columns

 

STEP 2I. VALIDATION

  • Validation field will display ‘Error’ for following reasons
    • Event Start Date is blank
    • Event End Date is before the Event Start Date
    • Frequency Type is blank
  • Validation field will show ‘Not Displayed’ for following reasons
    • Event End Date is before the Calendar Start Date
    • Event Start Date is after the Calendar End Date (12 months from Start Date)

 

STEP 3. CHOOSE CALENDAR DESIGN

There are 7 calendar designs to choose from. All the 7 calendars are automatically generated based on your inputs in STEP 1 and STEP 2.

Yearly: 12 Months in one page, event names are not displayed

Event Calendar Maker – Excel Template – Yearly Design

 

Yearly with Events: 12 Months in one page, event names are displayed

You can also choose from Events or Instances to display. Up to 150 events or first 150 event instances will be displayed.

Event Calendar Maker – Excel Template – Yearly with Events Design
Event Calendar Maker – Excel Template – Yearly with Events Design

 

Monthly: 12 pages (1 Month in each page), event names are not displayed

Event Calendar Maker – Excel Template – Monthly Design

Event Calendar Maker – Excel Template – Monthly Design

 

Monthly with Events: 12 pages (1 Month in each page), up to 5 event names per day are displayed

Event Calendar Maker – Excel Template – Monthly with Events Design

Event Calendar Maker – Excel Template – Monthly with Events Design

 

One Month: 1 page where you can choose one month to display

Up to 10 event names per day are displayed. If you have more than 5 events per day, then this view will be the best.

Event Calendar Maker - Excel Template - OneMonth Design

Event Calendar Maker – Excel Template – OneMonth Design

 

Weekly with Events: Choose any day and you can see the week’s events.

Up to 20 events are displayed with name and color.

Event Calendar Maker – Excel Template – Weekly with Events Design
Event Calendar Maker – Excel Template – Weekly with Events Design

 

Daily with Events: Choose any day and you can see the day’s events.

Up to 20 events are displayed with name and color. Start Time and Event Description are displayed. You can also enable custom columns to be displayed.

Event Calendar Maker – Excel Template – Daily with Events Design
Event Calendar Maker – Excel Template – Daily with Events Design

 

STEP 4: PRINT OR EXPORT

You can print the calendars easily as they are already set up to be printed. You can also export calendars to PDF documents for sharing.

 


NOTES
Please note that only the features that are mentioned here are possible in this template. Here are some examples of what the template does not do.

  • The template doesn’t create any reminders for events.
    The template is not integrated with any other software. It’s a stand-alone Excel workbook file.

25 thoughts on “Event Calendar Maker Excel Template – v3 – Support

  1. Thank you for a great template. I am wondering if there is a way to do an event every 2 months on the 3rd day of the month. And also is it possible to delete one date of a monthly event? I have a few monthly meetings that fall on holidays so the client will not have meeting but will be in following month.

    1. Thanks for sharing positive feedback. We have a support page for this template at https://indzara.com/2015/12/event-calendar-maker-excel-template-v3-support/. Please review it to change the value of N, which in turn calculates the frequency of the events. Also, we have explained how to set the priority of events.

      In case you are still not able to resolve the issues, please email the file along with the list of issues to contact@indzara.com

      Best wishes

  2. Hi indzara! Thank you for the amazing template.
    Just wondering how could I make it block out all the dates for the events that span across multiple days? Many thanks.

    1. Thank you for your positive feedback.
      You can mention the start date and the end date for an event that spans over a couple of days at the events tab. Also, mention the weekends so that calendar is updated accordingly.

      Best wishes

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