MS Excel for Project Managers

How to Develop MS Excel project artifacts to help manage your projects

With about 5 hours of content, this is the most comprehensive course on how to leverage MS Excel to develop project artifacts that can help you manage projects.

What you’ll learn

  • How to leverage MS Excel to develop Project Management artifacts..
  • Using MS Excel in your everyday Project Management role.

Course Content

  • Introduction –> 1 lecture • 3min.
  • Data Entry –> 3 lectures • 18min.
  • Formatting –> 6 lectures • 38min.
  • Functions –> 7 lectures • 52min.
  • Cell Referencing –> 3 lectures • 16min.
  • Data Validation –> 6 lectures • 33min.
  • Data Search and Reporting –> 4 lectures • 31min.
  • Pivot Tables & Charting –> 3 lectures • 29min.
  • Linking MS Excel to MS PowerPoint –> 2 lectures • 16min.
  • Creating a Gantt Chart Task Tracker –> 7 lectures • 1hr.

MS Excel for Project Managers


  • Familiarity with MS Excel and MS PowerPoint.

With about 5 hours of content, this is the most comprehensive course on how to leverage MS Excel to develop project artifacts that can help you manage projects.

Gain step-by-step instruction on how to develop various project management artifacts leveraging MS Excel – from the Action Item Document to leveraging pivot tables to generate project financial analysis.

Information gathered is from specific past job experience – this is not a theory course but a course to teach you specific step-by-step procedures to leverage MS Excel to develop project management artifacts.

Leverage real-world examples to increase your knowledge of MS Excel as we work through actual artifacts that you will leverage during your project management career.

Each section ends with a project to help reinforce the knowledge attained.  Step-by-step documentation is attached to help you build your own project artifact leveraging MS Excel.

Bonus Project:  Build your own Gantt Chart timeline tracker in MS Excel  – You will be taken step-by-step to produce your own Gantt chart where you can track the progress of project tasks visually.

How long will it take?

With over 40 lectures and about 5 hours of content, if you budget just 30 minutes a day, you can complete this course in approximately 3 weeks.

Is it for me?

This course is for you if you want to learn step-by-step how to leverage MS Excel to help you manage your day to day project management tasks.  The skills you learn here can be applied to real-world projects.

What if I don’t understand a topic?

As you move through the course, I will provide prompts where you can reach out to me on my website with questions or feedback.  I will PERSONALLY get back to you to answer any questions you may have.

What you’ll learn

  • How to create your own Gantt chart project task tracker in MS Excel.
  • Linking MS Excel data to MS PowerPoint to develop robust status report presentations.
  • Pivot Tables and Charting of Project financial data.
  • Mathematical functions such as Sum, Avg, IRR, or NPV and how to use them to analyze which project to undertake.
  • Cell Referencing across multiple worksheets to help you consolidate data into one sheet.
  • Data validation and Conditional Formatting to help your users avoid entering invalid data into your sheets.
  • Lookup functions such as VLOOKUP AND INDEX MATCH to find data nested within data tables.
  • Techniques to help you enter data quickly into your spreadsheets.
  • Font & Border alignment, cell merging, number formats, the format painter, and tab colors/themes.
  • Analytical functions such as SumIf, If, Or, IfError, and CountIf to analyze data that only meets certain conditions.

Who this course is for:

  • Project Managers who want to leverage MS Excel to develop robust project artifacts
  • Anyone who wants to develop robust analytical tools in MS Excel to analyze data.
  • Senior Managers who want to better understand the project metrics.
  • PMO Analysts who want to understand the financial performance of projects.
  • The “accidental” project or program manager who wants to understand how to leverage artifacts to do their jobs better.
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