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30-Day Money-Back Guarantee

This course includes:

  • 4.5 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
Business Project Management Excel

Microsoft Excel for Project Management - Earn 5 PDUs

Mastering Microsoft Excel for Project Management: Controlling, Tracking, and Reporting
Bestseller
Rating: 4.4 out of 54.4 (5,512 ratings)
25,290 students
Created by Joseph Phillips
Last updated 3/2016
English
English [Auto]
30-Day Money-Back Guarantee

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
Curated for the Udemy for Business collection

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.

This course is worth five (5) Professional Development Units with the Project Management Institute. Take this course at your leisure, learn more about Microsoft Excel and project management, keep your PMI certification going, and most importantly, manage your projects with better control and communication.

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

Featured review

Cathy Christian
Cathy Christian
54 courses
11 reviews
Rating: 5.0 out of 5a year ago
So far, this is an excellent match. I'm considered an Excel SME at work, I heavily use Excel functions, formulas, and formatting shortcuts, and so far, I've learned 3 new things that I didn't know before - all within the first 3 sections.

Course content

6 sections • 58 lectures • 4h 34m total length

  • Preview02:54
  • Section Overview
    02:27
  • Comparing Reports and Dashboards
    Preview15:29
  • Section Close
    01:23

  • Section Overview
    03:37
  • Set the Excel Table for Project Management
    02:46
  • Exercise: Format Cell Numbering
    05:42
  • Create a Clean and Concise Report by Formatting Numbers
    04:16
  • Single-Line Accounting Underline
    03:05
  • Section Close
    02:03

  • Section Overview
    02:18
  • Sparklines! Add Sparkle to your Reports and Dashboards
    02:12
  • Adding Sparklines to a Range of Cells
    09:41
  • Using Conditional Formatting in Microsoft Excel
    02:13
  • Experimenting with Conditional Formatting in Microsoft Excel
    10:18
  • Applying Top/Bottom Rules in Microsoft Excel
    02:08
  • Exercise: Applying Top/Bottom Rules
    03:49
  • Customize Project Reports by Utilizing Data Bars
    02:25
  • Exercise: Experimenting with Conditional Formatting Data Bars
    06:42
  • Exercise: Color Scales and Conditional Formatting in Microsoft Excel
    06:27
  • Quickly Format Reports by Adding Icon Sets
    02:36
  • Exercise: Conditional Format and Icon Sets in Microsoft Excel
    05:37
  • Manipulating Icon Sets
    02:26
  • Exercise: Customizing the Icon Set
    05:03
  • Take Control in Microsoft Excel by Manually Applying Conditional Formatting
    02:20
  • Exercise: Manually Create Conditional Formatting
    13:10
  • Section Close
    01:24

  • Section Overview
    02:45
  • Build Your Reports and Dashboards by Building Charts
    03:27
  • Working with Excel Charts
    09:40
  • Exercise: Experiments with Microsoft Excel Charts
    05:43
  • Working With Chart Series
    04:00
  • Exercise: Working with Series in Microsoft Excel
    05:51
  • Format and Customize Charts
    02:12
  • Exercise: Formatting Charts in Microsoft Excel
    11:16
  • Section Close
    00:46

  • Section Overview
    02:23
  • Working with Chart Fills and Borders
    02:46
  • Exercise: Managing Fills and Borders in Microsoft Excel
    05:07
  • Get Fancy! Format the Chart Background
    02:33
  • Using Pictures as Charts
    02:39
  • Exercise: Using Pictures in Charts
    04:43
  • Charts Need Names - Sometimes
    03:53
  • Working With Gantt Charts
    04:55
  • Exercise: Creating a Microsoft Excel Gantt Chart
    12:04
  • Configure Earned Value Management for Microsoft Excel
    09:51
  • Building an Earned Value Management Worksheet in Microsoft Excel
    10:11
  • Section Wrap
    01:44

  • Section Overview
    02:02
  • Secret Weapon: Microsoft Excel’s Camera Feature
    03:01
  • Vroom! Vroom! Build a Project Speedometer
    11:47
  • Experimenting with the Microsoft Excel Camera Feature
    04:01
  • Make it Happen: Building Dashboards and Reports
    03:20
  • Exploring the Project Charter and Project Scope within Microsoft Excel
    05:17
  • Creating a Risk Log for Your Project Dashboard
    03:30
  • Exercise: Creating a Risk Log in Microsoft Excel
    04:10
  • Section Close
    01:29
  • Course Wrap-Up
    02:45

Instructor

Joseph Phillips
PMP, PMI-ACP, Project+, ITIL, PSM I, CTT+
Joseph Phillips
  • 4.5 Instructor Rating
  • 133,332 Reviews
  • 424,913 Students
  • 32 Courses

Joseph Phillips has more than 15 years’ 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 students pass the PMP certification exam.  He has created and 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.  Joseph has written, co-authored, or served as technical editor to more than 35 books on technology, careers, project management, and goal setting for MacMillan, McGraw-Hill, Pearson Education, and AMA Press.

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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