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Excel Cheat Sheet Project Control

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0% found this document useful (0 votes)
10 views2 pages

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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Download as PDF, TXT or read online on Scribd
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Excel Cheat Sheet for Project Control

Comprehensive formulas, charts, and reporting tips

1. Excel Formulas and Functions for Project Control

Mathematical & Statistical

- SUM(range): Adds up values in a range.

- AVERAGE(range): Calculates the average of values.

- COUNT(range): Counts cells with numeric values.

- MIN(range), MAX(range): Finds minimum or maximum in a range.

Date & Time Functions

- TODAY(): Returns today's date.

- NETWORKDAYS(start_date, end_date): Calculates working days between dates.

- WORKDAY(start_date, days): Finds end date after working days.

- DATEDIF(start, end, unit): Calculates difference between two dates.

Conditional & Lookup Functions

- IF(condition, true_value, false_value): Performs conditional checks.

- VLOOKUP(value, table, col, range_lookup): Vertical search.

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

Financial Functions

- NPV(rate, values): Calculates net present value.

- IRR(values): Internal rate of return.

- PMT(rate, nper, pv): Calculates payment for an annuity.

Forecast & Trend Analysis

- FORECAST(x, known_y, known_x): Predicts future values based on trend.

- TREND(known_y, known_x): Returns trend in data.

- LINEST(known_y, [known_x]): Linear trend analysis.

2. 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.

3. 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.

4. 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.

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