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Microsoft Excel for the New Project Manager (PM)

A basic course for project managers (new or PMP) on how to use Microsoft Excel 2010 effectively.
3.9 (37 ratings)
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1,462 students enrolled
Created by Doug H
Last updated 8/2014
$15 $25 40% off
30-Day Money-Back Guarantee
  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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Welcome to the Excel 2010 for the New Project Manager course! This course is meant to be a short but information rich introduction to learn how to use Excel as a new project manager. And if you are an experienced project manager, you may also pick up some tips that could help with your individual projects, but think of it as a primer of Excel for Project Management.

You may be running projects that require something to help manage or present information and usually a common tool is Microsoft Excel. Though it may not have the features of Project Management specific software, Excel is robust enough to use for project management. However you may find that once you understand what Excel can do, you’ll find out it is a very powerful tool that will probably do the majority of what you want. You just need to figure out how to use it.

To really understand Excel you should probably start with the basics (and there is a lot to learn!). This course is a lecture only format that gives just enough information to get you started to feel comfortable using Excel to run projects.

This course will cover the following:

  • Explore the Excel 2010 User Interface
  • Understanding the Ribbon
  • A Look at the Backstage view
  • Quick Access Toolbar (QAT)
  • Workbook and Worksheet Basics
  • Primer to Cells, Columns and Rows
  • Exploring different views using Freeze Panes and Split Panes
  • How to Create Formulas and use Functions
  • Using Lists Filters
  • How the Table Feature Works
  • Basics of Charting
  • Formatting Charts
  • Using Styles and Text Formatting
  • Tips on Printing
  • Keyboard Shortcuts
  • How to Create a Gantt Chart
  • How to Create a Pareto Chart
  • How to Create a Timeline Chart

There are a lot of things you can do with Excel and this course should give you the tools to really understand how it works. By the end of the course you should feel familiar with using Excel and may also be able to create some charts that you may see in your work.

Who is the target audience?
  • For the new Project Manger that has a basic knowledge of Excel
  • For the experienced Project Manager that would like to refresh Excel skills
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What Will I Learn?
Identify the user interface for Excel 2010
Describe how to work with data in worksheets
Recognize effective ways to present data
View Curriculum
  • Microsoft Excel 2010 on Windows Operating System
Curriculum For This Course
Expand All 21 Lectures Collapse All 21 Lectures 02:34:20
Excel Basics
7 Lectures 36:18

An overview of the course with the description of the intended audience and objectives. The outline of the course will be covered here.

Preview 02:21

This lecture briefly goes over the user interface so you can identify the basic parts of an Excel workbook/worksheet.

Preview 05:32

The Ribbon contains the majority of Excel commands to perform basic to complex tasks.

Preview 08:04

A quick overview of the QAT (Quick Access Toolbar). The QAT allows you to place frequently used commands in a quick to find area.

What is a QAT?

Explore the Backstage view in this video.

Look Backstage

An overview of managing worksheets and workbooks

Delve into Worksheets and Workbooks

A sample of some keyboard shortcuts for the commands in this Section

Keyboard Shortcuts
Working with Data
6 Lectures 54:08

The basics of managing cells, columns and rows.

Work with Cells, Columns and Rows

Explore the different ways you can view the worksheet.

Change Views

Basics on how to create formula and use Excel Functions.

Create Formulas and Use Functions

An overview of lists,sorting, filters and the table feature

Explore Lists, Filters and Tables

This lecture is an introduction into the different chart types available in Excel.

Charting Basics

A sample of some keyboard shortcuts for the commands in this Section

Keyboard Shortcuts
Making it Presentable
4 Lectures 35:21

Explore the multiple features to modify your charts.

Exploring Chart Options and Features

Covering the basics on how to modify and format the text in your worksheets.

Identify Styles and Formatting

An overview of some printing options.

Choose the Right Print Settings

A sample of some keyboard shortcuts for the commands in this Section

Keyboard Shortcuts
3 Lectures 28:00

A step by step example on how to create a basic Gantt chart.

Gantt Chart

A step by step example on how to create a Pareto chart.

Pareto Chart

A step by step example on how to create a Timeline (with Milestones) chart.

Timeline Chart
1 Lecture 00:33

Closing with the summary of what was learned. Thank you for coming this far and good luck!

About the Instructor
3.9 Average rating
37 Reviews
1,462 Students
1 Course
Business Analyst at Fortune 100 Company

I'm a big fan of data crunching, data analysis, effective communication and using a bit of psychology to tell a story.

My first introduction to spreadsheets was Excel 95 and I was hooked so I guess I'm a data crunching nerd. I was a casual user until I really needed to use it for data analysis ten years ago. The group I worked for was looking at product failures and trying to convince the engineering teams to change. It was easy...not! But that's when I discovered Pivot Tables and all those great look-up functions. I could plug in historical data, run it through Excel and make all these fancy charts. Then I actually got an engineering team to add a feature!

Of course it wasn't all data that convinced people to do things. The other side was communication; telling a good story and giving the WIIFM (What's in it for Me?). I've spent a lot of time putting together visual communications using PowerPoint so I guess you can say I'm well versed in that too. Powerpoint is a great tool to tell a story and can definitely influence without too much text (hint: high quality images).

Lastly I'm a fan of psychology, especially individual behavior and group dynamics. What makes people tick and how to influence for the greater good...I really like Malcolm Gladwell books.

When it comes down to it, I'm a believer in "winning friends and influencing people".

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