Master Excel for Project Tracking: A Complete Guide to Building Automated Management Systems
Sub Category
- Project Management
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Objectives
- Create a complete project management tracking system in Excel from scratch, including task management, deadlines, and status tracking
- Master essential Excel functions and formulas (IF, AND, OR, VLOOKUP) to automate project tracking calculations and data management
- Build interactive dashboards and reports using charts, pivot tables, and progress tracking visualizations to effectively monitor project status
- Design and implement automated workflow systems using Zapier to streamline project updates and team communications
- Develop an interactive sales project management tracker with custom metrics, automated reporting, and dynamic filtering capabilities
- Set up secure collaboration environments using Excel Online and OneDrive for real-time team coordination and data sharing
- Create automated email notification systems and weekly progress reports using Zapier integration
- Implement data validation rules and protection schemes to maintain data integrity and security in project tracking sheets
Pre Requisites
- Basic knowledge of Microsoft Excel (able to enter data, use simple formulas like SUM, navigate between sheets)
- Access to Microsoft Excel 2016 or newer version (desktop or Microsoft 365)
- A free Zapier account (will be created during the course)
- A Microsoft account for OneDrive access (free account is sufficient)
- Basic understanding of project management concepts (goals, tasks, deadlines) - but no formal PM certification needed
- Computer with internet connection for accessing online resources and collaboration features
FAQ
- Q. How long do I have access to the course materials?
- A. You can view and review the lecture materials indefinitely, like an on-demand channel.
- Q. Can I take my courses with me wherever I go?
- A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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