[Template] – Meeting Minute Taker in Excel

Slicers are a pretty cool filtering feature available in Excel 2010 and above. In a few words, slicers help you filter a table (pivot or otherwise) by simply clicking on the items you wish to see. You can create multiple slicers for a table, letting you play with data in ways which was not possible with simple Filters. Using filters was often cumbersome since you had to scroll left & right to find the right columns. Data available for filtering would be restricted to available entries from previous filters and often left you wondering which column was filtered causing your table to show partial data.

If I have you hooked on slicers, head over to the post at office.com and be sure to come back here for the meeting minutes template.

Meeting Minutes Template

The template consists of two sheets – Meeting Minutes and Team List. Some data has been pre-populated so that you can see how the slicer works. This data can be safely deleted (Select cells & hit delete, don’t delete entire rows). First, head over to the Team List sheet and enter your team members in the table. As you add more data, you will notice that the table automatically expands and you can see the alternate shading. On the Meeting Minutes sheet, you might want to replace The Science of Deduction with your own team name. Begin entering data in the table below the slicers and you are good to go.

Notes

Here are some additional points you will want to consider

  • The drop-down for Type and Status is from Data Validation. Feel free to change the list, by selecting the column in the table and modifiying the Data Validation Settings.
  • You can add more columns to the Meeting Minutes/Team List. If you add columns after the last column, make sure you the table has expanded to cover the new columns. Excel will automatically do this for you, however, if it doesn’t happen you need to pull the small blue inverted L shape on the last cell on the last row of the table
  • New slicers can be inserted easily. Select an cell within the table, a new tab should be visible in the Office Ribbon called Design (under Table Tools). Click on Insert Slicer and follow the simple instructions on screen
  • You can switch between sheets using the buttons on the left side of the sheet.

Download

Meeting Minute Tracker
Meeting Minute Tracker
Meeting_Minute_Tracker.xltx
21.9 KiB
438 Downloads
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One thought on “[Template] – Meeting Minute Taker in Excel

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