Excel PM Data cleansing & restructuring automation Techniques for Dynamic PM reporting

Ways of Working

 

Description

Are you are working with PM data in many sheets and files? Are you manually crosslinking the data using formulas to build your reports and are frustrated by the time it takes? Are your reports prone to errors? If you need help with these issues, then this session is geared for you. Learn using practical examples how to:

  • Use Excel’s data profiling capabilities to identify any errors or issues with the data
  • Connecting to multiple and different data sources
  • Fix and automate bad data to get it in the right form needed for automating your PM reports
  • Append PM data from multiple sheets & multiple files to build PM reports for multiple projects
  • Merge additional columns into your reports automatically - no more vlookups
  • Creating automatic reports from your data in Power Query
  • Automate PM calculations using Power Query

 

Date:

Feb 8, 2025 (Saturday)

Time:

9:00AM - 12:30PM

Virtual Event:

Meeting link will be shared after registration

Early bird price:

[deadline: Oct 26, 2024]

$99 member / $115 non-member

Regular price:

$115 member / $125 non-member 

All cancellations are subject to a minimum $10 fee if done during the early bird period. Cancellations after the early bird or event starts are subject to full charge to ensure the Chapter does not incur excessive expenses. All refunds will be issued after two credit card-billing cycles.

If you have any questions regarding the event, please send inquiries to profdev@pmisfbac.org.

PDU's:

3.5 

About the Speaker

 

 

Areef-Ali.jpeg

Areef Ali

Areef is a Microsoft-certified trainer, business productivity consultant and entrepreneur. He has over twenty-seven (27) years of diverse work experience. He is a member of ICATT and the ACCA. He worked as an auditor with a big four accounting firm and then served as a management reporting professional in the Energy sector.

He was appointed the Chief Accountant and then the Corporate Finance Head at a leading financial institution. In June 2006, Areef started his own training and consulting business. AAABS has facilitated training seminars & completed work automation projects for numerous organizations, both private and public sector in MS Excel work productivity techniques, Financial / business modelling, Power BI reporting, Management reporting automation, Audit & Fraud automation techniques and Dashboard development. He is a Microsoft certified trainer at the Expert level in Excel and is also a certified Power BI consultant/trainer. He has trained with, hosted and delivered public seminars with many world-renowned experts & professional bodies such as the ACFE, PMI San Francisco Bay Area Chapter, PMI Silicon Valley Chapter, PMI Dallas, ACCA & ICAB. In April 2017, Areef launched the “AA Success Centre” - a corporate retreat, meeting, training and events rental Centre. Areef’s aim and passion is to inspire individuals and organizations to find success.

 

 

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Information

Type of category: Virtual Course/Training

Type of activity: Ways of Working, Business Acumen

Date: February 8th, 2025

Hour: 9:00AM to 12:30PM

Registration close date: February 6th, 2025 at 11:59PM

Early bird deadline: 31 January 2025 to 11:59PM

# of PDUs: 3.5

Price

Early bird member: $99.00

Early bird non member: $115.00

Members: $115.00

Non members and Guests: $125.00

Location