Simple to get started.
Flexible and relatively easy to customize for simple changes.
Free - if you already own Excel.
Does not scale well for many clients or projects.
Not ideal for multiple users.
A very manual solution.
Long term reporting and analytics are difficult.
Extra effort required to protect sensitive information such as billing or pay rates.
Requires all team members to license Excel.
So if you think the Excel solution is a good option for you, at least at this point, then let’s get started. The first step is to think just a little bit about how you are going to use your time tracking spreadsheet and what exactly you need to track. Do you need to track time for purposes of billing clients? For purposes of paying staff? Both? Do you need to capture task descriptions or notes that you can later put on your invoices? How are your rates structured? Do you charge a flat hourly rate or do you have different rates for different clients and projects?
If you have no interest in how this code works - you can skip this section. However - for those who are curious here is a brief explanation. There are two subroutines and two functions defined in the code. They work together as follows.
1. Worksheet_Change - this subroutine detects when changes happen to the area where filters can be entered, and if any values have been entered calls the CopyToReport subroutine.
Data Protection and Privacy in Excel
How to lock Cells and Protect Worksheets in Excel, by Ted French
How to Hide Excel Formulas and Protect Your Worksheet, by Christy Perry
Learning Excel VBA
Probably one of the best beginning VBA tutorials out there - Guru99 VBA
This is a great resource site for Excel VBA - Chandoo's Blog
And if you want to be blown away with some of the amazing things that can be done in Excel - check out this blog: Excel Hero