Microsoft Excel for Project Management - Earn 5 PDUs (Udemy.com)

Mastering Microsoft Excel for Project Management: Controlling, Tracking, and Reporting

Created by: Joseph Phillips

Produced in 2016

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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

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Quality Score

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Overall Score : 84 / 100

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Course Description

Its 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!

Its 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 whats happening in the project. Based on this work performance data, youll process the projects successes (and possibly failures) and report to the project stakeholders accordingly.

Microsoft Excel can help you with so much of that! In this course were going to explore lots of things that Microsoft Excel can do for project management. Well dive into formatting, charting, conditional formatting, and building a custom dashboard and report. If you dont have a more advanced project management software, thats 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 managersPMPsPeople learning Microsoft Excel for reportingNew and experienced project managersProject team members responsible for reportingDon't take this course if you're new to Excel

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Instructor Details

Joseph Phillips

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 seminarson project management, PMP certification, IT project management, program management, writing, business analysis, technical writing, and related topics. Joseph haswritten, 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 ITILFoundations 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

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Reviews

4.2

312 total reviews

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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.

By Macsamuel Sesugh Ugbaa on 11/23/2020

This course is just what I have wanted and my expectations are being met.

By Leah James on 11/22/2020

I think that there were a lot of topics that had a lot of value for what I do. It was a good overview of some of the Excel functionality and how to apply.

By LORI ANGELI on 11/16/2020

started off a little basic, but got better

By Peter Hynes on 11/10/2020

I like the style - easy to listen to and follow

By Raj Kumar Singh on 11/10/2020

great start. lets move ahead and see what is there more to come. so far so good. Actually i have already done data visualization from the author so much familiar what he is talking.