Microsoft Excel for Project Management - Earn 5 PDUs (Udemy.com)
Mastering Microsoft Excel for Project Management: Controlling, Tracking, and Reporting
Created by: Joseph Phillips
Last updated June 2024
What you will 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
How it compares
Against the other 355 rated Udemy courses in Excel on CourseDuck:
- Rating4.6 out of 5higher than 63% of them
- Reviews11,170#38 of 356 by number of reviews
- Length4.6 hoursshorter than 57% of them
- Last updatedJune 2024more recently than 55% of them
Course Description
It’s been said that project management is 90 percent communication – and it can certainly feel that way when you consider all the people you have to communicate with daily. 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’ll explore many 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 more advanced project management software, that’s okay; you can do much of that business 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, and most importantly, manage your projects with better control and communication.
Instructor Details
- 4.6 Rating
11,170 Reviews
Joseph Phillips
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)
PURE Project Manager
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
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Reviews
By Koji Iketani on 7/22/2026
I struggled to manually register PDUs. On the "Course or Training" screen, when manually entering information into the "Provider" and "Course" fields, it is best to move to another input field immediately after typing. If you leave the cursor in the field, an automatic search triggers, causing your manual entry to be erased.
By Anonymized User on 1/30/2024
Great course - provides overall step by step guidance and training with practical activities to implement the learning - but this will take you much longer than 4.5hrs! Well worth the time - thank you!
By Patricia Yao on 8/22/2023
Joseph Phillips did a fantastic job with this course! I learned a lot and I appreciated the presentation format. He would provide a summary of what was to come for each section, and his overall presentation incorporated aspects of project management that for me, was a good review. I highly recommend this course. I did learn some very good skills.
By Ricky Sabnani on 3/1/2021
Learnt a lot of new stuff and the course was great. Also, towards the end of the course, while teaching us to build the project charter, scope, risk log etc., the course reinforced these concepts of Project Management. These were the good parts. I would personally have wished a few more sections teaching us how to use mathematical formulae and logical formulae and certain tips and tricks so that the course was comprehensive or maybe they have another course for learning the mathematical and logical formulae and a reference where we could learn about those. On the whole a very very good course but I'm just short of a five-star for the points mentioned above.
By Bradley Zimmerman on 12/30/2020
As an experienced UX designer, but an Excel novice, this course demystified nearly everything about a daunting application. While presented in a Windows environment, i had little problem finding the Mac versions of the features with a little exploration. A massively valuable course with a small time commitment – i will be recommending it to other Excel-phobes.
By Jose Bernardo Barrera Maqueda on 12/20/2020
buena
By Ir.Rajakumar A Gopal PMP on 12/20/2020
Good information in excel which we normally ignore and the course is so far meeting my expectations
By Syed Ammar Hasany on 12/20/2020
yes a light good lecture that is refamiliarizing me with excel tools
By Kyle Bossie on 12/20/2020
I took this course thinking it was geared towards people working in Project Management, with PMI knowledge, who are looking for how to apply Excel as a Tool in their project management. I found a lot of high level discussion on PMI terminology and topics, and lot of super basic Excel stuff, then when we get to topics like analysis, dashboard creation, report generation etc., the lecture was quick and high level. I just found that the time spent on Practical Application of Excel was far less than the time spent discussing PMI information and very basic Excel uses.
All of the instruction was to lead to building a custom dashboard for your projects. But we never actually talk about it! We learn all of the pieces, but not any guidance on what to put in or how to put together a dashboard. As soon as we talk about the last exercise, we shift gears and start talkin about a Risk Register.
The speedometer is a helpful thing to have learned, as was the camera feature.
By Ken CHOU on 12/20/2020
This is an easy and very practical course. Lots of hands-on practices are packed into 5 hours of instructions. The included examples are very helpful for practice before we use the learned knowledge for our own projects!
By Darko Bacic on 11/27/2020
Course should be named Basic Graph Formatting. 4h of basic formatting and 30 mins of excel use in PM. Would not recommend.
By Elizabeth Lopez on 11/24/2020
It is a very basic training, It doesnt really get in depth about excel features for project management and most of it focuses on really basic things that any excel training could teach you. Examples for PM are rare.
Quality Score
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Overall Score : 92 / 100












