digital planners and excel spreadsheets.

Forum|Forum|3 years ago
February 17, 2023
1 reply
2017 views

I am new to digital planning, but want to go paperless as much as I can so I am trying to create a robust digital planner for myself that not only reminds me of things I need to do but tracks things I've done. One of the things I would like to track is the amout of water I drink. So on each day there is a water tracker section with 8 boxes and I check a box each time I have a glass of water. So for Monday, I had 3 glasses of water, so 3 boxes checked out of 8. So for a week there would be 56 and for a month there would be about 224. So, at the end of the month I would like to have a "month in review spreadsheet" at the back of my digital planner which is an excel spreadsheet that will pull the data from the 224 cells from the previous days, and caculate the number of checked cells from the number of unchecked cells and give me a "goal of 224 glasses" and a "achieved of (insert number here) of what I actually did. So I can look at my digital planner and see if I reached my goal for that month or not. This would require small excel spreadsheets in the PDF for each day and then one at the month end page, that pulls all that data and displays it. It would have to update itself if I went into a day and added an extra box or removed one. Is there way to do this inside of a PDF?

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try67

Community Expert

I don't recommend it. Use something more dynamic, and that can be accessed from multiple locations without creating copies of it, like a spreadsheet on Google Docs.

Eric Dumas

Community Expert

Hi, I agree. I am not sure what a PDF would add to your plan, unless you are creating a template to use in a device like Remarkable.

G

Gibinna

Participant

So, I have a PDF planner, and in that planner is a daily calendar, a Todo list, a grocery list, a mileage tracker, and all sorts of other pages that are PDF's with hyperlinks. I'm using adobe to open and edit the planner, add my calendar items, So it basically taking the place of the paper planner on my desk. The cool thing about making a digital planner is that I can customize it to my needs so drinking more water was a goal that I had set for myself this year. So one of the things I was hoping I could do, in addition to tracking my water for the day just by checking a box, would be to have it tell me at the end of the month if I reached my goal by inserting some type of spreadsheet onto a "monthly recap" page that would calculate the difference between the amount drank and the goal I set. I don't really need to access it from multiple locations. I have it on my surface pro and it's stays on my desk. I update it in the morning before I start my day and then at night for the next day, and sometimes throughout the day, as appointments and other items crop up that need to be added to the calendar or to-do list. So... are you guys saying that basically it can't be done? or that it's too much work? or that there's something better? I've already created the digital planner and am currently using it with the hyperlinked PDFs so if there's something better, other then a paper planner, I'd look into that. I've never explored google docs since I have office on my machine, but if you're saying I could create a digital planner with it, that would do this one thing, I'd look into it. Thank you for your help and suggestions. I am a newbie to the world of digital planning, so... there's that. 🙂

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