Customize Excel for PMH — Lesson 3: Dashboards, Earned Value, Status and Portfolio Reporting

Learning Objectives

• Create Gantt-style views, progress summaries, earned-value indicators, milestone reports, resource views, and project dashboards
• Build status packs and portfolio summaries with clear filters, trends, targets, explanations, and management actions
• Validate dashboards, earned value, status and portfolio reporting decisions with documented requirements, evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Create Gantt-style views: Create Gantt-style views, progress summaries, earned-value indicators, milestone reports, resource views, and project dashboards
• Build status packs and portfolio summaries with clear filters: Build status packs and portfolio summaries with clear filters, trends, targets, explanations, and management actions
• Validate dashboards: Validate dashboards, earned value, status and portfolio reporting decisions with documented requirements, evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, development, analysis, administration, testing, or operational workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Analyze a realistic business case, compare implementation options, and validate the selected approach.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Dashboards, Earned Value, Status and Portfolio Reporting in a realistic scenario and validate the result with documented evidence.