Joseph Phillips – Microsoft Excel for Project Management – Earn 5 PDUs

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What you’ll learn

• Design reports for your stakeholders
• Create a dashboard with some common project management requirements
• Improve project communications with charts
• Format, change, and edit charts
• Apply conditional formatting to save time and automate reporting
• Implement the Microsoft Excel Camera Tool
• Create a speedometer chart for reporting
• Claim five (5) Professional Development Units with PMI

Requirements

• Basics of project management
• Basics of Microsoft Excel

Description

It’s been said that project management is 90 percent communication – and it can certainly feel that way when you consider all of the people you have to communicate with everyday. Well, did you know that you can use Microsoft Excel to help you communicate more effectively, define your project charter, build out the project scope, and even the work breakdown structure? You sure can!

It’s paramount that project managers work with the project team to plan and define the project scope. Then, when the team is executing the project work, the project manager needs to monitor and control the work. Part of monitoring and controlling is to record what’s happening in the project. Based on this work performance data, you’ll process the project’s successes (and possibly failures) and report to the project stakeholders accordingly.

Microsoft Excel can help you with so much of that! In this course we’re going to explore lots of things that Microsoft Excel can do for project management. We’ll dive into formatting, charting, conditional formatting, and building a custom dashboard and report. If you don’t have a more advanced project management software, that’s okay, you can do much of that business right in Microsoft Excel.

Who this course is for:

• Project managers
• PMPs
• People learning Microsoft Excel for reporting
• New and experienced project managers
• Project team members responsible for reporting
• Don’t take this course if you’re new to Excel

Course content

Reports and Dashboards

• Course Overview
• Section Overview
• Comparing Reports and Dashboards
• Section Close

Fundamentals of Microsoft Excel for Project Management

• Section Overview
• Set the Excel Table for Project Management
• Exercise: Format Cell Numbering
• Create a Clean and Concise Report by Formatting Numbers
• Single-Line Accounting Underline
• Section Close

Formatting in Microsoft Excel to show Project Performance

• Section Overview
• Sparklines! Add Sparkle to your Reports and Dashboards
• Adding Sparklines to a Range of Cells
• Using Conditional Formatting in Microsoft Excel
• Experimenting with Conditional Formatting in Microsoft Excel
• Applying Top/Bottom Rules in Microsoft Excel
• Exercise: Applying Top/Bottom Rules
• Customize Project Reports by Utilizing Data Bars
• Exercise: Experimenting with Conditional Formatting Data Bars
• Exercise: Color Scales and Conditional Formatting in Microsoft Excel
• Quickly Format Reports by Adding Icon Sets
• Exercise: Conditional Format and Icon Sets in Microsoft Excel
• Manipulating Icon Sets
• Exercise: Customizing the Icon Set
• Take Control in Microsoft Excel by Manually Applying Conditional Formatting
• Exercise: Manually Create Conditional Formatting
• Section Close

Creating Charts in Microsoft Excel for Performance Reporting

• Section Overview
• Build Your Reports and Dashboards by Building Charts
• Working with Excel Charts
• Exercise: Experiments with Microsoft Excel Charts
• Working With Chart Series
• Exercise: Working with Series in Microsoft Excel
• Format and Customize Charts
• Exercise: Formatting Charts in Microsoft Excel
• Section Close

Customizing Charts in Microsoft Excel for Peoject Managment

• Section Overview
• Working with Chart Fills and Borders
• Exercise: Managing Fills and Borders in Microsoft Excel
• Get Fancy! Format the Chart Background
• Using Pictures as Charts
• Exercise: Using Pictures in Charts
• Charts Need Names – Sometimes
• Working With Gantt Charts
• Exercise: Creating a Microsoft Excel Gantt Chart
• Configure Earned Value Management for Microsoft Excel
• Building an Earned Value Management Worksheet in Microsoft Excel
• Section Wrap

Build a Custom Dashboard and Reports in Microsoft Excel

• Section Overview
• Secret Weapon: Microsoft Excel’s Camera Feature
• Vroom! Vroom! Build a Project Speedometer
• Experimenting with the Microsoft Excel Camera Feature
• Make it Happen: Building Dashboards and Reports
• Exploring the Project Charter and Project Scope within Microsoft Excel
• Creating a Risk Log for Your Project Dashboard
• Exercise: Creating a Risk Log in Microsoft Excel
• Section Close
• Course Wrap-Up

Instructor

Joseph Phillips | PMP, PMI-ACP, Project+, ITIL, PSM I, CTT+

Keep Moving Forward!

Joseph Phillips is the best-selling author and project management instructor.

He has more than 25 years of experience as a project management consultant, educator, technology consultant, business owner, and technical writer. He has consulted as a project manager for a range of businesses, including startups, hospitals, architectural firms, and manufacturers. 

Joseph is passionate about helping people learn and master project management.  He has led both in-person and web-based seminars on project management, PMP certification, IT project management, program management, writing, business analysis, technical writing, and related topics. 

Certifications:

• Project Management Professional (PMP)   
• PMI-Agile Certified Practitioner (PMI-ACP)   
• CompTIA Project+ Professional   
• CompTIA Certified Technical Trainer+   
• Certified ITIL Foundations Professional
• Professional Scrum Master I

Author of:  

• PMP Project Management Professional Study Guide, McGraw-Hill
• CAPM/PMP All-in-One Exam Guide, McGraw-Hill
• PMI-ACP All-in-One Exam Guide, McGraw-Hill
• PMP Project Management Lab Book, McGraw-Hill
• The Certified Technical Trainer All-in-One Exam Guide, McGraw-Hill
• IT Project Management: On Track from Start to Finish, McGraw-Hill
• Project Management for Small Business, American Management Association 
• Software Project Management for Dummies, For Dummies Publisher
• The Lifelong Project, Amazon CreateSpace
• Vampire Management: Why Your Job Sucks,  Amazon CreateSpace

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