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Excel for Project Management

Excel for Project Management

1h 42mIntermediate2024-07-29

Authors

Jordan Goldmeier

Jordan Goldmeier

Author, Entrepreneur, and Keynote Speaker

Course details

Excel is a powerful tool for managing projects, but it’s easy to be scared off by its hundreds of different formulas and functions. Many project managers barely scratch the surface of what Excel can really do. In this course, author and entrepreneur Jordan Goldmeier shows you how to track your projects in Excel easily and effectively. Learn the best way to set up your spreadsheet to visualize project progress, success, and even failures. Find out how to measure what's most important for projects and how to use that data to inform future decision making. By the end of the course, you'll know the best Excel features, tools, and functions to manage your projects.

Skills covered

Project Management SkillsSpreadsheetsMicrosoft ExcelPersonaProject ManagementBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Effective project management in Excel
  • 02 - Why use Excel for project management

1. Project Tracking in Excel

  • 03 - Keep your data organized with Excel tables
  • 04 - Track and identify project metadata
  • 05 - Conditional formatting to track trends and risks
  • 06 - Capturing high-level summaries with pivot tables

2. Data Visualization for Communicating Project Status

  • 07 - High level descriptive statistics
  • 08 - Progress charts
  • 09 - In-cell bar charts
  • 10 - KPIs and performance

3. Gantt Charts to Visualize a Portfolio of Projects

  • 11 - What is a Gantt chart
  • 12 - How to create a Gantt chart in Excel
  • 13 - Testing different scenarios on a Gantt chart

4. Calculating Earned Value Management in Excel

  • 14 - Applying EVM to understand project progress and success
  • 15 - Creating an EVM calculator in Excel

5. Putting It All Together - Creating a Project Management Dashboard

  • 16 - Becoming acquainted with the data
  • 17 - Calculating the required data and key metrics to measure
  • 18 - Creating the layout for the dashboard
  • 19 - Creating the Gantt chart
  • 20 - Scenario analysis in Excel

Conclusion

  • 21 - Managing your own success for the future

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