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Easy Learning with Project Management Tracker: Build a Pro Dashboard in Excel
Business > Project Management
2 h
£34.99 £12.99
4.6 ★★★★★
2133 students

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Language: English

Excel Project Management Mastery: Build Automated Dashboards

What you will learn:

  • Create a comprehensive Excel-based project management system.
  • Master advanced Excel functions (IF, AND, OR, VLOOKUP) for automated project tracking.
  • Build interactive dashboards and reports using charts, pivot tables, and progress indicators.
  • Automate workflows using Zapier for efficient project updates and team communication.
  • Develop a customized sales project management tracker with dynamic filtering.
  • Establish secure collaboration using Excel Online and OneDrive.
  • Implement automated email notifications and weekly progress reports via Zapier.
  • Enhance data integrity with validation rules and protection schemes.

Description

Revolutionize your project management with the power of Microsoft Excel! This in-depth course empowers you to design and implement robust, automated project tracking systems without relying on expensive software. Learn to build dynamic dashboards, automate workflows, and foster seamless team collaboration, all within the familiar Excel environment.

Starting with fundamental Excel skills, you'll progress to advanced techniques, mastering interactive dashboards, automated reporting, and real-time data synchronization. Through practical exercises, you'll gain proficiency in task management, resource allocation, progress visualization, and data-driven decision-making. We'll cover essential functions like data validation, conditional formatting, and powerful formulas to build user-friendly, efficient systems.

This course culminates in the creation of a comprehensive project management tracker integrated with Zapier, enabling automated reporting and notifications. You'll configure dynamic dashboards, set up automated email alerts, and establish effective collaboration workflows. Whether managing small teams or complex projects, you'll gain invaluable skills to streamline your processes, save time, and elevate your project management outcomes.

Designed for project managers, team leaders, and anyone seeking to harness Excel's potential for efficient project management. No prior Excel expertise is necessary – our step-by-step approach will take you from beginner to automation expert. Unlock the power of data-driven project management today!

Curriculum

Project Management & Excel Fundamentals

This introductory section lays the groundwork for your Excel project management journey. You'll begin with an overview of core project management principles and a thorough introduction to the Excel interface. We'll then cover essential Excel functions and operations, ensuring you have a solid foundation before moving on to more advanced concepts. Lectures include: Overview of Project Management, Introduction to the Excel Interface, and Basic Excel Functions and Operations.

Mastering Your Excel Workspace

This section focuses on optimizing your Excel environment for efficient project tracking. Learn to organize your workbooks effectively, apply professional cell formatting, and leverage tables and cell styles for enhanced visualization. You'll also master basic arithmetic operations within Excel. Lectures include: Organizing Your Workbook, Applying Cell Formatting, Using Tables and Cell Styles, and Using Basic Arithmetic Operations.

Building a Basic Task Tracker

Here, you'll build your first project tracking system. You'll learn to structure your spreadsheet with essential columns for tasks, start and end dates, status, and priority. You'll master calculating task durations and deadlines, and enhance usability by incorporating dropdowns and data validation. Lectures include: Setting Up Task Columns, Calculating Task Durations and Deadlines, and Enhancing Usability with Dropdowns and Data Validation.

Advanced Excel Functions and Formulas

This section delves into more advanced Excel capabilities. Master conditional formatting, essential logical functions (IF, AND, OR), and learn to use VLOOKUP and HLOOKUP for efficient data referencing. Lectures include: Conditional Formatting, IF, AND, OR Functions, and Using VLOOKUP and HLOOKUP.

Data Visualization & Dashboard Creation

Transform your data into insightful visualizations. Learn to create compelling charts and graphs, implement progress bars, and construct a dynamic project dashboard. You'll also explore the power of pivot tables. Lectures include: Visualizing Data with Charts, Implementing Progress Bars, Creating a Dashboard, Using Pivot Tables, and Finalizing the Dashboard.

Interactive Sales Project Tracker

Build a specialized sales project tracker, incorporating pivot tables, key metrics, charts, and customization options. Learn to add slicers for dynamic data filtering. Lectures include: Setting Up the Tracker, Adding Pivot Tables, Adding Metrics, Adding Charts, Customizing the Dashboard, and Adding Slicers.

Collaboration & Data Sharing

This section focuses on effective teamwork and data security. Learn to protect your workbooks, utilize OneDrive for backup and sharing, collaborate in real-time using Excel Online, and automate tasks using macros. Lectures include: Protecting Your Workbook, Using OneDrive, Collaborating with Excel Online, and Recording and Editing Macros.

Automating Workflows with Zapier

Integrate your Excel project tracking system with Zapier to automate reporting and communication. Learn to connect Excel and Gmail, utilize Zapier filters for customization, and create automated weekly progress reports. Lectures include: Introduction to Zapier, Connecting Excel and Zapier, Connecting Gmail and Zapier, Using Zapier Filters, Setting Up a Weekly Report Zap, and Advanced Zapier Techniques.