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MS Excel: Data Management Tips and Tricks for PMPs



Let’s face it – Microsoft Excel is one of the many choices a project manager makes, and its usage far overruns all others, including Microsoft 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-San Francisco Bay Area Chapter brings you a rare opportunity to learn this tool hands-on from the experts at an affordable price point.

What you will learn
  1. Importing and exporting data
  2. Formatting data, and extracting “parts of the data”
  3. Lookups
  4. Conditional Arithmetic
  5. Duplicates
  6. Pivot Tables and Pivot Charts
  7. Resources: Details and Types
  8. Error Checking and Boundary Conditions
  9. And much more…
Who should attend
  1. Those who are self-taught; those who have been frustrated by MS Excel and never ventured beyond colors and type-faces in “Formatting”
  2. Those who wish to understand more about how MS Excel handles data
  3. Those who are unfamiliar with reporting project status and risks using traffic lights and weighted scorecards
  4. Those who wish to know more about using MS Excel as a formidable tool in Engineering or Business Operations
  5. Those who are unfamiliar with the details regarding the interface of MS Excel and MS Project
 7 PDUs (Technical: 5, Leadership: 1, Strategic: 1)

Sutanu Ghosh, PMP, PMI-ACP, MCTS has served as a PMO as well as a hands-on Project Manager on both Software and Hardware 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.


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 Khaled Turkmani vpprofdev@pmisfbac.org and cancel your ticket as early as possible. All cancellations are subject to a minimum of $30.00 fee during the early bird. 

Cancellations after Early Bird duration are subject to full charge to ensure the Chapter does not incur excessive expenses.

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Register to this event
Register to this event


Type of activity: Virtual Course/Training

Date: July 11th, 2020

Hour: 8:00AM to 12:00PM

Additional dates:

12 July 2020 to 8:00AM

12 July 2020 to 12:00PM

# of PDUs: 7.0


Members: $90.00

Non members and Guests: $110.00