Data Management Tips and Tricks for Project Manager using Microsoft Excel

November 10, 2018
8:30 AM - 5:00 PM
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Golden Gate University - SF- Room 3208
536 Mission Street
San Francisco, CA 94105
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ms project

3 seats left

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. Project managers within the 21st century need the tools, processes, and support to not only lead but also deliver value within every changing corporate landscape. Being a project manager is not just about meeting coordination & facilitation, a project manager means being a leader, a team player, a change agent, an influencer and so MUCH more. Join Sutanu Ghosh, an experienced technology executive, whose background is a project management practitioner & advocate, share hands-on “tips, tools and techniques” that helped differentiate him within his career as well as deliver enterprise value (both across corporate IT landscapes and products).

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 typefaces in “Formatting”
•Those who wish to understand more about how MS Excel handles data
•Those who are unfamiliar with reporting project status and risks using traffic lights and weighted scorecards.
•Those who wish to know more about using Excel as a formidable tool in Engineering Operations
•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:   

  • Building an AI Tracker
  • Quality Through Reverse Earned Value Method
  • “Rolling Up” Data Reporting
  • Correlating Information Using Unrelated Data
  • Exploring Data
  • Interfacing HR Data With Resource Worksheet
  • Consolidating Timesheets
  • Link MS Project and Excel
  • Analyzing Schedule for Critical Tasks
  • What-If Scenarios (Budgets or Human Resource Planning)
  • Data Visualization
Class handouts will be emailed 4 days ahead of the class. Only digital version will be provided. 
Materials include PDF files of the slideware used in class, examples, inputs for exercises (XLS files), answers to exercises (PDF files).  Please bring the slideware to class, printed or electronic at your discretion.
Event Agenda:
08:30 AM – 09:00 AM         Registration and breakfast
09:00 AM – 10:00 AM         Workshop
10:00 AM – 10:20 AM         Break
10:20 AM – 12:30 PM         Workshop
12:30 PM – 01:00 PM         Lunch
01:00 PM – 02:30 PM          Workshop
02:30 PM – 02:45 PM          Break
02:45 PM – 04:30 PM          Workshop
04:30 PM - 04:45 PM          Q&A, Adjourn
04:45 PM - 05:00 PM          Event survey and clsoing

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 a MS from Arizona State in CAD/CAM, and has published on CanX 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 and cancel your ticket as early as possible.  All cancellations are subject to a minimum $30.00 fee if done at least 10 days before the event.  Cancellations after October 21, 2018 are subject to a full charge to ensure the Chapter does not incur excessive expenses.


$155.00 Early Bird, Member
$140.00 Earlybird rate before October 21

$155.00 Regular, Member

$165.00 Early Bird, Non-member
$150.00 Earlybird rate before October 21

$165.00 Regular, Non-member price