MS Excel - Data Management Tips and Tricks for PMs Workshop

April 27, 2019
8:00 AM - 5:00 PM
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Kaplan International Center - Room 102 - 103
149 New Montgomery Street
San Francisco, CA 94105
 Directions

EVENT DESCRIPTION:

 

Note: 3 seats remaining

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

 

 Tickets:

$155.00 Regular Member

$140.00 Earlybird rate before April 09

$165.00 Regular Non-Member,

$150.00 Earlybird rate before April 09

 
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 

 

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 vpprofdev@pmisfbac.org 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 April 09, 2019 are subject to a full charge to ensure the Chapter does not incur excessive expenses.

Our Upcoming Events!!!!

Workshop Title

Workshop Date

Early bird last date

Brief Description

MS Excel - Data Management Tips and Tricks for PMs Workshop

April 27, 2019

NA

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.So why not learn about some useful tips and tricks through common scenarios?

ADVANCED PRIMAVERA P6 WORKSHOP

June 08, 2019

May 18, 2019

Learn advanced topics of the project management software, that focuses on advanced features, advanced scheduling, and analyzing projects and resources.
You will create and manage a resourced project, administer user, admin and global changes, and explore features that displays Earned Value histograms and S-Curves.
A completion of "Advanced Primavera P6 Training" certification will be awarded.

MICROSOFT PROJECT ESSENTIALS

July 20, 2019

July 03, 2019

Let's face it - the standard tool for project scheduling is Microsoft Project, regardless of the method, e.g. Continuous Development, Agile, Critical Chain, etc. However, most of us are unaware how to get the full value it enables.
So why not properly learn this very powerful yet complicated tool and the best practices for its application?

MS PROJECT ADVANCED WORKSHOP

August 17, 2019

July 31, 2019

There are over a hundred Project Management tools, but only the major tools provide dynamic scheduling (task dependencies with work or duration estimates) for all types of projects, program scheduling (master/sub scheduling with resource pool), portfolio management (Project Server in software as a service). 
PMISFBAC brings you a rare opportunity to learn this tool hands-on from the experts at an affordable price point to prepare participants for MCTS certification: 74-343. 

 
  
 
 

Tickets

$155.00 Early Bird, Member
$140.00 Earlybird rate before April 9

$165.00 Early Bird, Non-member
$150.00 Earlybird rate before April 9