Project Management w/Excel - · PDF fileProject Management w/Excel Project Management...

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Project Management with Microsoft® Excel® Presented by: Melissa P Esquibel President, MPELLC August 9, 2011 1 – 2:15 p.m., EST

Transcript of Project Management w/Excel - · PDF fileProject Management w/Excel Project Management...

Page 1: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Project Management with Microsoft® Excel®

Presented by: Melissa P EsquibelPresident, MPELLC

August 9, 20111 – 2:15 p.m., EST

Page 2: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Project Management w/Excel

Project Management Templates

Time & Date Math in Excel

At-a-Glance Project Status Information

List Construction and Formatting

Page 3: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Project Management Templates

Knowing the Goal

Office Button or File, New

"Decoding" a Template

Unprotecting and Modifying Templates

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Office Button or File, New

“project”

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"Decoding" a Template

Ctrl+`

Trace Precedents

Revealing Conditional Formatting

Watch Windows

Arrange Multiple Windows

~`

Ctrl +

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Modifying Templates

Unprotect Sheet

Locked Cells

Unhide Sheets

Clearing Formatting

“Invisible” cell contents

Saving as a Template

Page 7: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Time & Date Math in Excel

Serial Number Dates

Time as a Fraction of a Day

Math with Dates & Times

Date and Time Functions

Page 8: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Serial Number Dates

January 1, 1900 = 1

August 9, 2011 = 40,764

December 25, 2011 – August 9, 2011

Is really 40902 - 40764

Which is really 138 days left to shop

Page 9: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Time as a Fraction of a Day

.041667=1 HR

Page 10: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Math with Dates & Times

Dates, just add and subtract.

Times, don’t forget to multiply by 24

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Date and Time Functions

TODAY

NOW

NETWORKDAYS

EOMONTH

EDATE

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Project Status: At a Glance

Using Filtering

Using Conditional Formatting

Using Charts & Graphs

Page 13: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Using Filtering

Turning Filter On

Filtering for Numbers

Filtering for Text

Filtering for Dates

Page 14: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Using Conditional Formatting

Status

Values

Assignment

Page 15: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Using Charts & Graphs

Where is the time going?

Creating a Gannt Chart

Workload chart

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List Construction and Formatting

General Rules for Lists

Using Table Formatting

Tips for Using Formulas in Tables

Page 17: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

General Rules for Lists

No completely blank rows

No completely blank columns

Always use column headings

1:1 One Row to One Record

Consistent Data Types

Page 18: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Using Formulas in Tables

Turn on Totals Row

Using formulas in a column

Page 19: Project Management w/Excel - · PDF fileProject Management w/Excel Project Management Templates Time & Date Math in Excel At-a-Glance Project Status Information List Construction and

Where do I start?

Know the Goal

Find or Create your Template

Keep Learning!

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THANK YOU!!!

&Melissa P Esquibel, President, MPELLC

[email protected]