Creating a Literature Matrix in Excel (with Filtering!)

Excel can be a useful tool in documenting literature information and filtering for specific studies. I'm old school, so Excel is the only thing that made sense to me. Others use tools like Zotero and Mendeley to do similar searching and filtering. This video shows my process for tracking and filtering studies.

[itsjordenscott]

This came in handy for a completely different use case. "Literature Matrix" what a marvelous tool!

[Servantleadership]

Thank you, Dr. Clarke! What a game-changer... as a 1st-year doctoral student and trying to organize articles for when it's time to begin the dissertation process, I truly appreciate the help and guidance you provided to all of us and in-turn, I will definitely pay-it forward as you have.

[music_]

I was reading the literature review but was writing on my own it felt so stressful and i randomly saw that i could take notes on the excel for this. Thanks a lot sis and to the insta algorithm too😅

[YOONJNGN]

Thank you Dr. Clarke very much for sharing your format and also this video. I am currently doing my systematic literature review assignments in my master's program, and this is a huge help! Thank you so much! I really appreciate it.

[chrismcphee]

Dr. Rebekah....you are amazing. I am a doctoral student at Colorado Technical University, and I am just getting started. I found your video thanks to YouTube and my curiosity. I am in the collection phase of my dissertation journey, and it is overwhelming to organize and synthesize all the data I collect. Thank you.

[shadowbird]

Thank you so much! Currently, in the dissertation proposal phase and this is helpful for creating my literature review. I was struggling to get this information organized and this is helpful.

[christywang]

Many thanks, Dr. Clarke. Your video is very helpful to me. I'm in my first year of PhD and struggling with my systematic review. Your reference management and notes in Excel give me a lot of inspiration, specifically for how to filter in the sheet. Thank you very much again!

[claiparker]

Thank you for showing this. I am working on my Masters and we are in the literature review section of the coursework. I have struggled with keeping track of my resources. This was helpful and a great way to keep the information in one location.

[IwannaGotoGGhouse]

Oh my This is so much better than my wonky attempt at a spreadsheet. Thank you!

[denisegilliland]

I Love your template. I am just starting my organization for lit review and yours make so much more sense. Thank you!

[wenjuanchen]

Thank you very much, Dr. Clarke! I wish that I could watch your video earlier! It is extremely helpful. Thank you for your sharing.

[dwfuckt]

Thank you for the excellent video and the spreadsheet link. I suffered a lot without such a tool. Great job!

[samrob]

As an undergrad student, this is really helpful. Thank you, Dr Clarke!

[Heelshiking]

Thank you for this. I have been looking for something to help me with my Bible study/journal entries. Being able to go back and filter through using certain verses or key words was perfect 🙌🏽

[ray]

hi dr. clarke, this is so so helpful! i'm a student in the process of crafting an honours' thesis but feeling way in over my head, but this helped calm down my nerves a little. thank you so much!

[pinkmuffincodm]

Thank you so much for putting your time into this Amazing template!

[gretchenbaudendistel]

This is beyond helpful and excites me to finally understand a way that I can organize and reference my own research!! I would appreciate a copy of your template if possible!

[terngun]

Thanks for sharing. This is helpful. I am in my dissertation proposal phase, and this will help in collecting and organizing articles to use.

[TJ]

You are MY life I started my PhD coursework today and I was drowning...you threw me a dayum 🎉 Thanks

[eey]

Thank you so much for this video! This helps me to organise my bibliography!