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Comprehensive Excel Cheat Sheet Project Control

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47 views2 pages

Comprehensive Excel Cheat Sheet Project Control

Uploaded by

sir aliresa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Comprehensive Excel Cheat Sheet for Project Control

Essential Formulas, Data Validation, Charts, and Reporting Techniques

1. Excel Formulas and Functions for Project Control

Mathematical & Statistical

- SUM(range): Adds up values in a range. Example: =SUM(A1:A10).

- AVERAGE(range): Calculates the average of values. Example: =AVERAGE(B1:B10).

- COUNT(range): Counts cells with numeric values. Example: =COUNT(C1:C10).

- MIN(range), MAX(range): Finds minimum or maximum in a range. Example: =MAX(D1:D10).

Date & Time Functions

- TODAY(): Returns today's date. Example: =TODAY().

- NOW(): Returns current date and time. Example: =NOW().

- NETWORKDAYS(start_date, end_date): Calculates working days between dates. Example: =NETWORKDAYS(A1, B1).

- DATEDIF(start, end, unit): Calculates difference between two dates. Example: =DATEDIF(A1, B1, 'd').

Conditional & Lookup Functions

- IF(condition, true_value, false_value): Performs conditional checks. Example: =IF(A1>10, 'Over 10', '10 or less').

- VLOOKUP(value, table, col_index, range_lookup): Vertical search. Example: =VLOOKUP('value', A1:B10, 2, FALSE).

- INDEX MATCH: Advanced lookup combining INDEX and MATCH for flexibility.

Financial Functions

- NPV(rate, values): Calculates net present value. Example: =NPV(0.1, A1:A10).

- IRR(values): Calculates internal rate of return. Example: =IRR(A1:A10).

- PMT(rate, nper, pv): Calculates payment for an annuity. Example: =PMT(0.05, 10, -1000).

2. Data Validation in Excel for Project Control

Data validation types and use cases:

- Whole Number: Accepts only whole numbers in a specified range. Example: Age between 18 and 65.

- Decimal: Allows decimal numbers within a range. Example: Percentage rate between 0 and 1.

- List: Creates a dropdown menu with specified options. Example: Project status options like 'Not Started', 'In Progress', 'Comple

- Date: Restricts input to dates within a defined range. Example: Date range for current year.

- Time: Limits input to specific time ranges. Example: Office hours from 9 AM to 5 PM.

- Text Length: Sets a limit on the number of characters. Example: ID with exactly 8 characters.
3. Excel Charts and Reporting for Project Control

Common Charts:

- Gantt Chart: Using bar charts to create project schedules.

- Scatter Plot & Trend Line: Analyze project trends over time.

- Progress Chart: Use pie and bar charts to show project progress vs schedule.

- Cost and Budget Tracking: Track actual and forecasted costs for budgeting.

4. Project Reporting Templates and Tips

- Project Status Reports: Standard format for key project info: % progress, resources, issues.

- Variance Reports: Table showing deviations from schedule and budget.

- Risk Reporting: Tracking and reporting risk, including likelihood, impact, and mitigation.

5. Data Management Tips in Excel for Projects

- Linking Sheets and Data: Connect data across workbooks.

- Using Filters: Focus on specific data for refined reports.

- Sorting Data: Order data to emphasize key insights.

- Conditional Formatting: Highlight key data such as costs or deadline dates.

6. Additional Resources for Learning Excel and Project Control

- Online Courses: Websites like Coursera, Udemy, and LinkedIn Learning for in-depth Excel and project management learning.

- Reference Books: Resources like 'Excel for Project Management' and 'Data Analysis Using Excel'.

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