Use A Calendar Picker Excel For Mac Addin

An Excel date picker (calendar) for all versions of Excel, both 32 and 64 bit. An easy to use VBA class, with examples to download in a workbook. My Courses; Login ☰ Menu. My Online Training Hub. Microsoft Office Online Training. Get our newsletter and join over 130,000 people who learn Excel with us every week: Subscribe Now.

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A timeline is a type of chart which visually shows a series of events in chronological order over a linear timescale. The power of a timeline is that it is graphical, which makes it easy to understand critical milestones, such as the progress of a project schedule. Timelines are particularly powerful for project scheduling or project management when paired with a gantt chart as shown at the end of this article.

Options for making an Excel timeline

Microsoft Excel has a Scatter chart that can be formatted to create a timeline. If you need to create and update a timeline for recurring communications to clients and executives, it will be simpler and faster to create a PowerPoint timeline.

On this page you can see both ways. I will give you step-by-step instructions for making a timeline in Excel by formatting a Scatter chart. I will also show you how to instantly create an executive timeline in PowerPoint by pasting from Excel.

Which tutorial would you like to see?

Creating PowerPoint timeline from Excel takes:
2 mins

Creating Excel timeline chart takes more than:
30 mins

Instructions for creating an Excel timeline

1. List out the key events, important decision points or critical deliverables of your project. These will be called Milestones and they will be used to create a timeline.

2. In Excel 2007, 2010, 2013 and 2016 create a table out of these Milestones and next to each milestone add the due date of that particular milestone.

3. To create a timeline in Excel, you will also need to add another column to your table that includes some plotting numbers. Add the new column next to your milestone description column and list out a repetitive sequence of numbers such as 1, 2, 3, 4 or 5, 10, 15, 20 ect. See my example below. Excel will use these plotting points to vary the height of each milestone when plotting them on your timeline template.

4. For this demonstration I will format the table in the image below into a Scatter chart and then into an Excel timeline. Then I will use it again to make a timeline in PowerPoint.

1. From the timeline worksheet in Excel, click in any blank cell.

2. Then from the Excel ribbon, select the Insert tab and navigate to the Charts section of the ribbon.

3. In the Charts section of the ribbon drop down the Scatter or Bubble Chart menu.

4. Select Scatter which will insert a blank white chart space onto your Excel worksheet.

1. Right-click the blank white chart and click Select Data to bring up Excel's Select Data Source window.

2. On the left side of Excel's Data Source window you will see a table named Legend Entries (Series). Click on the Add button to bring up the Edit Series window. Here you add the dates that will make your timeline.

3. We will enter the dates into the field named Series X values . Click in the Series X values window on the tiny spreadsheet . Then select your range by clicking the first date of your timeline (mine is 5/10/2016) and dragging down to the last date (mine is 1/30/2017).

4. Staying in the Edit Series window move down to Series Y value. This is where you will enter the plotting numbers you added to your table. Click in the Series Y value window and remove the value that Excel places in the field by default. Then select your range by clicking on the first plotting number of your timeline (mine is 1) and then dragging down to the last plotting number of your timeline (mine is 4).

5. Now, both Series X and Series Y values should be populated as in the image below.

6. Click OK and then click OK again to create a scatter chart.

1. Click on your chart to bring up a set of controls which will be presented to the upper right of your timeline's chart. Click on the Plus button (+) to open the Chart Elements menu.

2. In the timeline's Chart Elements control box, uncheck Gridlines and Chart Title.

3. Staying in the Charts Elements control box, hover your mouse over the word Axes (but don't uncheck it) to get an expansion arrow just to the right. Click on the expansion arrow to get additional axis options for your chart. Here you should uncheck Primary Vertical but leave Primary Horizontal checked.

4. Staying in the Charts Elements control box just a little longer, add Data Labels and Error Bars.

5. Your timeline chart should now look something like this.

1. To make a timeline in Excel, we will need to format the Scatter chart by adding connectors from your milestone points. Right-click on any one of the dates at the bottom of your timeline and select Format Axis to bring up Excel's Format Axis menu.

2. Drop down the arrow next to the title Axis Options, and select Series 1 X Error Bars.

3. Under the Error Bar Options menu, click on the paint can icon to reveal the Fill & Line controls. Select No line, which will remove the horizontal lines around each of the plotted milestones on your timeline.

4. In a similar process, we will also adjust your timeline's Y axis. Again from the timeline, right-click on any one of your timeline's dates at the bottom of the chart and select Format Axis. Drop down the arrow next to the title Axis Options, and select Series 1 Y Error Bars.

5. From the Vertical Error Bar menu in Excel, set the direction to Minus. Then set the Error Amount to Percentage, and type in 100%. This will make connectors from your timeline's milestones to their respective points on your timeband.

6. Your Excel timeline should now look something like the picture below.

6. Add titles to your timeline's milestones

You have built a Scatter chart as an Excel timeline. Now we will format it into a proper timeline.

1. To finish making your timeline, we will add the milestone descriptions. Staying in the Format Axis menu, again drop down the menu arrow next to the title Axis Options. This time choose select Series 1 Data Labels to bring up the Format Data Labels menu.

2. Click the Label Options icon. Uncheck Y Value, and then put a check next to Value From Cells. This will bring up an Excel data entry window called Data label Range.

3. In the Select Data Range window you will enter your timeline's milestone descriptions from the timeline table you built in step 1. To do this simply click on the description for the first milestone in your timeline table, (mine is Kick Off), then drag down to the last milestone in your timeline (mine is Sign Off).

4. Click OK. Your Excel timeline template should finally look more like this now.

7. Styling options for your timeline

Now you can apply some styling choices to get your timeline looking better.

1. Commander one themes. Coloring your timeline's milestone markers.

   From your timeline, right-click on any of the milestone points (caps) and select Format Data Series to bring up the Series Options menu.

   Select the paint can icon for Fill & Line options and then choose the tab for Marker. You may also need to select Fill to reveal its menu. Then you can choose coloring options for you timeline's milestone markers. In my example, I selected Vary colors by point, which lets Excel pick the milestone colors for my timeline.

2. Change the vertical connector's transparency.

   On your timeline, right-click on any of the vertical connectors that connect your milestones with the timeband below. Select Format Error Bars to bring up the Vertical Error Bar menu. Again select the paint can icon to choose Excel's Line & Fill options. Here you can make formatting adjustments (color, size, style, etc.) to your timeline's connector lines. In my example I set the transparency of the lines to 50%.

3. Vary the height of each milestone so their descriptions are not overlapping the neighboring milestone.

   Remember the repeated sequence of numbers you added to your timeline table in step 1. Well those set the height of each milestone on your timeline. By adjusting these numbers, you can play around with different height positions for each milestone. For example, to optimize my timeline, I used the number sequence, 1, 2, 3, 4, 1, 2, 3, 4.

4. Trim off the empty space to the left or right of your excel timeline by adjusting its minimum and maximum bounds.

   Again right-click on any of the dates below your timeband. Select Format Axis.

   Under the heading Bounds, adjusting the Minimum number upward will move your first milestone left on your timeline, closer to the vertical Axis. Likewise, adjusting the Maximum number down will move your last milestone right on your timeline, closer to the right edge of your chart.

5. Finished, my timeline now looks like this:

Make a PowerPoint timeline from Excel

PowerPoint is better suited than Excel for making impressive timelines that clients and executives want to see. Office Timeline is a PowerPoint add-in that instantly makes and updates timelines from Excel.

In the tutorial below, I will demonstrate how to quickly paste the Excel table you created above in Step 1 into PowerPoint using Office Timeline Plus. To begin you will need to install Office Timeline Plus, which will add a timeline creator tab to PowerPoint.

1. Inside PowerPoint, click on the Office Timeline Plus tab, and then click the New icon.

   This will open a gallery where you can choose between various timeline styles, stock templates and even custom templates.

2. From the gallery, double-click the style or template you wish to use for your timeline to open its preview window and then select Use Template. For this demonstration, I will choose a custom template. If you prefer to import and sync your Excel table, rather than copy-paste, click on the Import button in the preview window.

3. Copy the milestone dates and descriptions from your Excel table. Copy them all at once, but make sure not to include the column headers.

4. Now, simply paste the section into PowerPoint by using the Office Timeline Plus Paste button in the upper-right corner of the Data Entry wizard. Make edits if necessary (such as changing milestone shapes and colors or adding and removing items) and click the Create button.

1. Depending on the template or style you selected from the gallery, you will have a timeline that looks similar to this:

2. You can easily customize the timeline further using Office Timeline. In my example above, I added percent complete, removed the Today’s Date marker, changed milestones, adjusted colors, and added tasks to create a Gantt chart. (Learn how to make a Gantt chart manually in Excel or automatically in PowerPoint)

See our free timeline template collection

When manually entering dates in one of your business' Excel workbooks, choosing from a limited set of predefined values is easier than choosing from a continuous range of values. This entry method is also less prone to error. Microsoft invented the Date Picker control for such reasons. The control's default configuration lets users click the control to display a pop-up calendar, from which they can select a date. The control has several parameters for customization, including those for choosing date formats. You can find Date Picker on the Developer tab, which is hidden by default.

Step 1

Create a new Excel workbook, click the 'File' menu and choose 'Options.' Click the 'Customize Ribbon' category and check the 'Developer' check box in the Main Tabs pane. Click 'OK' to see the Developer tab among Excel's other tabs.

Step 2

Click the Developer tab's 'Insert' button, which is in the Controls group. Excel will display a list of form controls and a button labeled 'More Controls' for displaying additional controls. This button's icon shows a hammer crisscrossed with a wrench.

Step 3

Click 'More Controls' to display a dialog box filled with controls. Double-click the 'Microsoft Date and Time Picker' control. The dialog box will close and Excel will display crosshairs in place of the default mouse cursor.

Step 4

Click and drag on the cell in which you want the calendar to appear. When you release the mouse, Excel will display a drop-down control that shows the current date. Excel also will highlight the Design Mode button. Date Picker doesn't allow date selection in design mode.

Step 5

Click the 'Design Mode' button to leave Design Mode and click the down arrow on the Date Picker control you inserted. Excel will display a monthly calendar. Click any date on the calendar to close the calendar. The date you chose will appear in the format 'MM/DD/YYYY.'

Step 6

Click the 'Design Mode' button again to enter design mode and right-click on the Date Picker control. Click 'DTPicker Object' and click 'Properties.' Excel will display a dialog box for customizing the Date Picker control. Click the 'dtpLongDate' item from the Format control and close the dialog box.

Step 7

Right-click the Date Picker and click the 'Properties' item to display the Properties pane. Type 'A1' or any other cell address in the Linked Cell property. This action specifies the cell that holds the date chosen from Date Picker. Until you perform this step, the chosen date doesn't exist as usable data in your workbook.

Step 8

Click the 'Design Mode' button to exit design mode. Date Picker will display the date in a long format, e.g. 'Tuesday, December 25, 2012.'

Step 9

Click another date from the control. The date will appear in the cell you specified with the Linked Cell property.

About the Author

Darrin Koltow wrote about computer software until graphics programs reawakened his lifelong passion of becoming a master designer and draftsman. He has now committed to acquiring the training for a position designing characters, creatures and environments for video games, movies and other entertainment media.