MS Excel - Data Management Tips and Tricks for PMs Workshop
Let’s face it – Microsoft Excel is the choice of many a project manager, and its usage far overruns all others, including MS Project. It is the only tool that is acceptable to Finance and other peripheral functions.
Being a part of “Office”, we tend to be self-taught, and consequently, end up frustrated.
So why not learn about some useful tips and tricks through common scenarios?
The material for this class is derived from the common yet significant “use cases” and mistakes that instructors have observed in their careers.
PMI-SF BAC brings you a rare opportunity to learn this tool hands-on from the experts at an affordable price point.
Who Should Attend This Workshop:
- Those who are self-taught; those who have been frustrated by MS Excel beyond colors and type-faces in “Formatting”
- Those who wish to know more about how MS Excel handles data roll-ups
- Those who are unfamiliar with reporting project status and risks using traffic lights and weighted scorecards.
- Those who wish to use Excel as a formidable tool in Engineering Operations, with drill-down dashboards
- Those who are unfamiliar with the details regarding the interface of Excel and MS Project
- Those who wish to know about the next step - Tableau
What You Will Learn
- Formatting data, and extracting “parts of the data”
- Lookups
- Conditional Arithmetic
- Duplicates
- Pivot Tables and Pivot Charts
- Error Checking and Boundary Conditions
- Data Visualization
- Introduction to Tableau
What Is NOT Covered
- Macros (VBA)
- Query from external relational DBs
- Excel add-ins
Self-Evaluate:
To see if this class covers your needs, please use the self-help questionnaire by clicking to this link
Food: Breakfast and lunch will be provided.
Suggested parking if you will drive:
Central Parking - 71 Stevenson St, San Francisco, CA 94105
Market Center Parking Garage - City Park - 555 Market St, San Francisco, CA 94105
Suggested arrival station if you take BART:
Montgomery Street
Class handouts will be emailed 4 days ahead of the class. An only digital version will be provided.
PDU's:
7 PDUs (Technical: 5, Leadership: 1, Strategic: 1)
Event Agenda:
08:30AM – 09:00AM Registration and breakfast
09:00AM – 10:00AM Workshop
10:00AM – 10:20AM Break
10:20AM – 12:30PM Workshop
12:30PM – 1:00 PM Lunch
1:00PM – 2:30PM Workshop
2:30PM – 2:45PM Break
2:45PM – 4:30PM Workshop
4:30PM - 4:45 PM Q&A, Adjourn Close
ABOUT THE SPEAKER:
Sutanu Ghosh, PMP, PMI-ACP, MCTS has served as a PMO as well as a hands-on PM on both SW and HW projects at many distinguished institutions in Silicon Valley for over 20 years, including Bay Networks, Symbol, Lockheed Martin, NetApp, and VMware. After graduating in Mechanical Engineering, he worked for Tata Motors, which ignited his passion for “Lean.” He has an MS from Arizona State in CAD/CAM and has published on CAX tools.
Sponsor
General Events Refund & Cancellation Policy
Paid Events
Registrations for paid events are non-refundable once completed unless explicitly mentioned on the event card above. We encourage participants to confirm availability prior to registering.
If the Chapter cancels or reschedules a paid event, registered participants will be notified and provided with available options, which may include a refund or transfer at the Chapter’s discretion.
Participants who do not attend a registered paid event (“no-shows”) are not eligible for a refund, credit, or transfer.
Free Events
We understand that plans may change. If you are unable to attend a free event, we kindly ask that you cancel your registration in advance whenever possible. This allows others the opportunity to participate and helps our volunteers plan more effectively.
It is no longer possible to register for this event
