Excel Series: Excel tips, tricks & techniques for Project Management Professionals
Excel Series: Excel tips, tricks & techniques for Project Management Professionals
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Description: |
You will get the shortcuts, tips & tricks you need in Excel to improve your work efficiency. Learn how to capture your project tracking data more efficiently using recently implemented database features in Excel. Also learn how to create a timeline / Gantt chart template to track your projects and use conditional flags & traffic lights to set up project tracking alerts.
This course is the first of a two part MS Excel Series and will provide the foundation for you to attend the 2nd training program "Formulas & Pivot Table reporting techniques for Project Managers". This 2nd course will cover: - Shortcut tips, tricks & techniques with formulas - Using formulas to summarise activities/project expenditure data - Linking budget & actual project data using lookup formulas - Summarising & automating project data reporting using Pivot Tables & Charts
Requirements: Must have a computer with a Windows or Mac based desktop installed version of Excel. The Excel version required is MS Excel 2016 or higher including Excel for Office 365
Event Agenda: 9:00am-9:05am: Chapter Announcements
9:06am - 10:14am: - Practical "Hands on" Excel work productivity session - Shortcuts, tips & Tricks to improve work productivity to speed up Data entry/tracking activities (approx 35 minutes) - How to Automate Project data tracking using Data Tables (approx 30 mins)
10:15am-10:30am: Break
10:31am - 12:00pm: - Practical "Hands on" exercises & Q&As - Creating a Timeline / Gantt chart using project tracking data in Excel 35 mins - Using conditional formatting to highlight budget variances and flag projects - approaching deadline dates, behind or on schedule 30 mins - Participant Q & As (25 minutes)
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PDU's: |
PDU: 3 Technical |
| About the Speaker |
Areef Ali
Areef Ali is the founder of AAABS. He has a B.Sc. in Management, an FCCA designation from ACCA, and a Heriot-Watt MBA. Areef has completed numerous management development and other programs. He is a member of Institute of Chartered Accountants of Trinidad & Tobago (ICATT), ACCA and serves on the Trade & Investment Committee of the Georgetown Chamber of Commerce, Guyana.
He is a Microsoft Certified Trainer (MCT) with Expert level certification in Excel 2019 & Office 365 Excel. He also is Microsoft Certified in Power BI.
He has over 25 years of work experience, including 3.5 years at a Big 4 audit firm where he was a member of the Audit and Business Advisory Services Group. Areef also served as a finance professional at a large chemicals manufacturing complex.
In 2002 he was appointed the Chief Accountant and then Corporate Finance Head at a leading financial institution. In June 2006 Areef found his passion (helping to develop others), he retired from his day job, and founded AAABS. Activities to date include:
Consulting Projects
Areef and his associates have partnered with many organisations to complete projects using MS Excel & Power BI to facilitate core business systems development, data cleansing & consolidation, business modelling, financial modelling, reporting automation, dashboard development, other business systems automation and business restructuring.
In-house & Public seminar training:
• MS Excel – basic, intermediate & advanced & work applied productivity training
• Power BI & MS Excel training in Business intelligence, big data analytics & dashboard development
• Audit & Fraud automation data mining & analytics techniques
• Management report design and dashboard automation training
• Personal development training in the Key Secrets & Techniques to achieving Success
Facilities Management
In April 2017, Areef completed and launched the AA Success Centre in Trinidad & Tobago. The facilities are rented out to organisations for meetings, retreats and corporate training sessions.
In addition, public classes are run from the Centre. In 2020, the Centre was approved as a Certiport online testing for Microsoft Office Specialist exams.
LinkedIn Profile: https://www.linkedin.com/in/areef-ali-18a42313/
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Cancellation and No-Show Policy: If you have made a reservation and find that you will be unable to attend, please send an email to eventsmanager1@pmisfbac.org to cancel your ticket as early as possible. All cancellations are subject to a fee. Cancellations after the event starts are subject to full charge to ensure the Chapter does not incur excessive expenses.
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