Overview

We will demonstrate tools to help you better calculate your business metrics, the profitability of jobs, and production rates, all through the use of Microsoft Excel. In this intermediate-level course you will:

• Learn how to create simple Gantt charts and timelines in Excel.
• Learn how to use Excel with other programs to efficiently make presentation materials from spreadsheets containing estimates and schedules
• Discover the capacity to manipulate and analyze information (via pivot tables) to create management analysis reports.

Topics

1. Expense Tracking
2. Analyzing Budgets and Business Metrics
3. Analyzing Data
• Filters
• Subtotals
• Pivot Tables
4. Project Bidding
• Incorporating Excel spreadsheets in other documents
• Linking and Automatic Updates
• Precedents and Dependants
5. Data Analysis (Production Rates, Progress Tracking, Costing)
6. • Consolidating
   • Data Validation
   • If Statements
   • Vlookup
   • Conditional Formulas
   • Conditional Formatting
7. Creating a simple Gantt Chart for a Schedule

Enrollment is limited to 6 persons to ensure that each participant receives individualized attention. This is a hands-on workshop. We will utilize screen sharing software and file sharing software to present the course and exercises. You may share your screen to get personalized assistance with your work.

Cost of this course is $314 + applicable taxes for Canadian Customers Only. Course runs from 1:00 p.m. to 4:15 p.m. Eastern Time

Schedule