Project Management Graphical Reporting

Learn to import data into Power BI from Excel, CSV, and databases, then load and view datasets and fields to prepare for report building.

Learn how to structure data consistently to enable accurate graphical reporting in Excel and Power BI, addressing issues like inconsistent date formats, missing values, duplicates, and misaligned data.

Apply practical data cleaning in Excel to structure datasets for graphical reporting, including numeric formatting, proper case, data validation, currency formatting, alignment, and prep for Power BI.

Standardize date formats, clean inconsistencies with substitute, left, mid, right functions, and convert to dates; then remove duplicates and use Gen AI tools to structure and tidy data for reporting.

Automate data preparation in Excel and Power BI with Power Query to structure, clean, and transform data, handling headers, data types, duplicates, formatting, and column splits.

Discover how to use vlookup and index-match to search and link data across large, unsorted datasets, extracting task status and budget with exact-match lookups.

Explore if conditional statements for deciding task status by due date versus today, using if, and, or, and nested ifs, with conditional formatting for overdue or high-priority tasks.

Aggregate project data with sumif, countif, and averageif to summarize budgets, task statuses, and completion rates for reports and dashboards.

Discover how to create and use pivot tables in Excel to quickly summarize, analyze, and visualize large project datasets by department, budget, status, completion rate, and filters.

Explore Power BI data modeling with calculated columns and measures, linking project tasks and task metrics, using DAX to flag attention needed and compute total budgets for completed tasks.

Sort and filter large sales datasets in Excel by purchase date to organize data chronologically, apply date filters, and extract year, month, and day for pivot tables and reporting.

Master advanced Excel date functions, end of month, edate, and datedif, to automate deadline tracking, milestone planning, and duration calculations for project schedules and subscriptions.

Visualize project progress by creating a line chart in power BI to analyze completion percentages by month, adjusting axes and formatting for clear trend insights that inform decisions.

Master inserting and customizing Excel charts, including clustered column, line, pie, and bar charts, with data labels and thoughtful formatting for dashboards.

Explore advanced visualizations in Excel, including waterfall charts to track profit and budget changes, and combo charts that merge clustered columns with a line chart to compare revenue against expenses.

Explore Power BI visuals like cards, KPI, matrix tables, and heatmaps to highlight budgets, completion rates, and department insights with conditional formatting.

Discover how slicers and drill throughs enable interactive, filterable Power BI project reports that connect department data to tasks, completion rates, and budgets.

Explore dashboards in Excel by creating pivot tables to summarize department completion, remaining progress, and budget, count tasks by status, and build key metrics for progress and tasks.

Create a dashboard by building pivot charts and slicers in Excel, linking slicers to pivot tables to filter by departments and statuses, and using stacked column, pie, and donut charts.

Design a structured excel dashboard by selecting a consistent theme, using shapes as layout guides, and placing charts and slicers with metrics for tasks and budget.

Add and format slicers, pivot charts, and pivot tables to create an interactive project management dashboard that displays departmental budgets, completion rates, and task status with percentage data labels.

Design and present a complete, interactive project management dashboard using slicers, pivot charts, pivot tables, and data labels to enable dynamic filtering and clear visuals.

Import and transform Excel data in Power BI to build a basic report. Apply filters, rename fields, adjust data types, and design a titled page for clear visualizations.

Design a clean, simple report, avoiding clutter, with a profit timeline, country map, and product and segment column chart, using slicers for country and date to enable interactive insights.

Format visuals in Power BI to improve readability and interactivity, adjusting slicers, axes, and titles, and applying a cohesive theme for clear profit and sales insights.

Learn to save and share reports, sign in, and generate shareable links for collaborators. Explore dashboards in Excel and Power BI, tailor reports to audiences, and build confident insights.