Excel Advanced with PM — Lesson 1: Advanced Excel for Project Data

Learning Objectives

• Structure project tables, named ranges, validation, dates, resources, costs, and status fields
• Use lookup, logical, text, date, statistical, and dynamic-array functions
• Audit formulas, errors, dependencies, assumptions, and data quality

Detailed Topics

• Structure project tables: Structure project tables, named ranges, validation, dates, resources, costs, and status fields
• Use lookup: Use lookup, logical, text, date, statistical, and dynamic-array functions
• Audit formulas: Audit formulas, errors, dependencies, assumptions, and data quality

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, development, administration, analysis, or collaboration 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

Create a validated project-data workbook.

• 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 Advanced Excel for Project Data in a realistic scenario and validate the result with documented evidence.