Skip to content

marrie/TimeSheetCreationAndHowTo

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

21 Commits
 
 
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Introduction

This document explains how a timesheet can be set up and used in Google Sheets. It documents the formulas, validation rules, and checkbox workflow used to calculate daily and weekly totals. It also explains how to lock those totals in place using the data > protect ranges menu option.

The structure mirrors the worksheet as it is used and is intended to be reused from month to month.

Prepare the Sheet

Open a new sheet by using the web address sheets.new

Or add a new tab with Shift + F11 if working with an existing sheet.

Note: If your web browser does not support Shift + F11, consult the Google Sheets documentation for your browser. This applies to all keyboard shortcuts listed in this document. Select all rows with Ctrl + A, then press Backspace. Clear formatting just in case with Ctrl + \

Go to the View menu → Freeze > 1 row. When freezing the first row, ensure row 1 is highlighted

Add Column Labels

In row 1, label the columns as follows:

  • Date

  • Task

  • Time

  • Total (day)

  • Total (week)

  • Total (month)

  • Hours remaining (month)

  • Hours remaining (week)

  • Total (checkboxes)

  • Control block

Name the sheet. For example, “November 2025.”

Note. Column J is designated as a control column. It stores the active work date and related helper values used in daily and weekly calculations. This structure prevents repeated manual formula adjustments during the active work period.

Optional Validation Step

If you’re setting up validation rules, paste the combo box cells into the Time column starting at C2. Extend the range down to C200 ensuring the entire month will be affected.
First time validation setup will be documented in detail later.

Setting Up Formulas

Following are example formulas used for time calculations. Some formulas intentionally reference fixed row numbers to reflect finalized daily or weekly totals that should not shift when new task rows are added. Other formulas use open or adjustable ranges during active work periods.

  • Column: total (day)
    Formula:
=j5
  • Column: Total hours (week)
    Formula
=j9
  • Column: Total hours (month)

    Formula

=SUM(D2:D)
  • Column: Remaining hours (month):
    Formula:
=80-F2
  • Column: Remaining hours (week):
    Formula:
=20-j9

Each of these cells may be referenced throughout the month. For the Remaining hours (week) column, the value in cell J9 is updated at the start of each new week to reference the first finalized daily total for that week.

Calculating Daily Total

This timesheet supports a checkbox-driven workflow that calculates daily and weekly totals incrementally. This method is useful when tasks are added throughout the day and when finalized totals must be preserved for later reference or timesheet submission.

This workflow introduces a dedicated Total (day) column, which is calculated first and then used as the source for weekly totals.

Add a Checkbox Column

Insert an additional column to the right of the “remaining (week) column and label it: “total (check boxes).” Insert checkboxes into this column starting at row 2 and extending down as needed (for example, I2:I200). These checkboxes indicate which task rows should be included in the current calculation.

Daily Total Using SUMIFS (Total (day))

Daily totals are calculated using a fixed SUMIFS formula stored in the control block in column J.

Cell J3 contains the active work date in YYYY/MM/DD format. This date is entered manually at the start of each work day.

Cell J5 contains the live daily calculation:

=SUMIFS(C2:C500, I2:I500, TRUE, A2:A500, \$J\$3)

In this formula:

  • Column C contains time values.

  • Column I contains checkboxes.

  • Column A contains the manually entered date.

  • Only rows where the checkbox is TRUE and the date matches J3 are included.

  • This formula remains unchanged throughout the month. It is not adjusted by row number.

Locking a Daily Total

When all tasks for the day are complete and the live total in J5 is verified:

  • In the Total (day) cell for that date, enter =J5.

  • Press Enter.

  • Copy that cell.

  • Use Paste special → Values only.

The formula in J5 remains intact and is reused the next day by changing only the date in J3.

Calculate Weekly Total from Daily Totals

Weekly totals are calculated from finalized values in the Total (day) column, not from individual task rows. At the beginning of the week, enter =J9 in the total (week) cell. Cell J9 contains the following formula.

=SUMIFS(D2:D499, A2:A499, "\>="&\$J\$7)
  • Column D equals Total (day).

  • Column A equals Date

  • Cell J7 stores the week’s start date.

Once the weekly total is verified, paste the value using Paste special > Values only and protect the cell. This ensures the weekly figure remains stable and can be reliably referenced later.

Notes on Record Integrity

Checkboxes and formulas are intended for calculation during the active work period. Finalized totals should always be stored as pasted values in the Total (day) and Total (week) columns. At the end of the month, the tab should always be protected to ensure values are not accidentally changed.

First Time Validation Rule Setup

To create validation rules:

Add a new tab in the sheet ( For example “Validation Rules).”

Create a column called Hours. This is in column A

Enter values in A2–A5 (with A1 as the header). Adjust your range accordingly, for example A2:A40:

  • 0.25

  • 0.5

  • 0.75

  • 1.0

Define the Range

Highlight A2, then press Ctrl + Shift + Down Arrow to select the entire column. Note that cells up to the end of the range will be selected. Make note of the range when selecting (for example, A2:A5), then Go back to your main sheet using control shift page up, or control shift page down.

Select the cells where you want the validation rules to apply (for example, C2:C200).

Apply Data Validation

  • Open Data (alt plus shift plus D > Data validation. Add a rule

  • Under Criteria, choose Dropdown from a range

  • In the first box enter your range from your main sheet (for example, november2025). This range is where the validation combo box lives. For example, C2:C200.

  • Next, tab to the range button and press it.

  • Switch to the sheet with your validation rule data set using control shift page up, or control shift page down. This will be the set of hours we entered earlier. Enter the range from your “Rules” sheet (for example, validation!A2:A20)

Navigation Notes (NVDA Users)

Once in the sheet where you will set up your validation rule, use object navigation in NVDA to focus back into the range dialogue box. Sometimes NVDA may freeze; if that happens, try Shift + Ctrl + F then use object navigation to return to the range dialogue.

Once the range is applied click “done.” The range is now applied as a dropdown list of hours in your timesheet.

Also, for easier navigation, the sheet for the month currently being worked on is moved all the way to the left. This is done by opening the sheet’s context menu with Shift + Control + S and selecting Move left until the option is no longer available.

Supporting sheets, such as the validation rules sheet, remain in their original position.

Note: A personal script (not included in this documentation) as well as a custom menu and option have been created to move the selected month’s tab all the way to the beginning of the workbook.

Note: If using bookmarks in Google Chrome or another web browser, update the bookmark when creating a new month’s sheet. Opening an outdated bookmark will return to the prior month and may cause incorrect calculations.

Validation Rule Setup for Additional Months

At the start of a new month, Copy the validation rule from the prior month’s sheet. Select the new range, Right‑click (or press the application key) → Paste special → Data validation.

Conclusion

This document describes the timesheet structure as it is used. Tasks are logged as they are completed, daily totals are calculated using checkboxes and formulas, and those totals are then locked in once the day or week is complete.

Checkboxes and formulas are used only while work is in progress. Once a total is correct, it is pasted as a value, and the relevant tab is protected at the end of the month. This prevents accidental changes later and keeps data integrity intact.

The column names, formulas, and workflows in this document intentionally mirror the worksheet itself. This makes it easier to return to the sheet later without having to reinterpret how totals were calculated or finalized.

This approach favors clarity and repeatability over automation. It allows changes while work is active and preserves finalized results.

About

No description, website, or topics provided.

Resources

License

Stars

1 star

Watchers

1 watching

Forks

Contributors