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Excel Magic (Part 9): Building a Project Tracking Gantt Chart (Video) (Course Id 2223)

QAS / Registry
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Author:

Lenny Wu, CPA, CGA, MBA

Course Length:

Pages: 29 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Excel Magic (Part 9): Building a Project Tracking Gantt Chart (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course teaches how to build a project tracking Gantt Chart in Excel, guiding users from basic to advanced chart techniques.

  • Introduces the Gantt Chart as a popular project tracking system and shows how to quickly build a sample in Excel.
  • Refreshes crucial Excel skills including the ROUNDDOWN formula and conditional formatting.
  • Covers dropdown lists and other Excel tools used to enhance project visualization.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on building a project tracking Gantt Chart in Excel, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This course explains the components of a Gantt Chart used for project tracking.

This course recognizes single element and multi element conditional formatting as the basis for building a Gantt Chart.

This course discovers two apps in Excel that facilitate data entry into the Gantt Chart.

This Excel Magic Part 9 Building a Project Tracking Gantt Chart video course carries 2.0 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring a 10 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

The course on building a project tracking Gantt Chart is presented in four parts.

First, the course introduces the popular project tracking system in project management – the Gantt Chart, and where we can quickly get a sample of Gantt Chart in Excel.

Next, the course will refresh some basic but crucial Excel skills that will help us build a Gantt Chart in Excel. They include:

  • ROUNDDOWN() formula
  • Conditional Formatting: both single-element and multi-element conditional formatting
  • Dropdown list

Third, we will learn how to build a Gantt Chart from scratch in three parts:

  • Building a basic Gantt Chart
  • Building an advanced Gantt Chart, and
  • Building a “pure” Gantt Chart

Last, we introduce 2 cool Excel apps that will facilitate the data entry of Gantt Chart. They are:

  • Form in Excel 365, and
  • Calendar Date Picker

Usage Rank:

12000

Release:

2024

Version:

1.0

Prerequisites:

  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Experience Level:

    Overview

    Additional Contents:

    Complete, no additional material needed.

    Additional Links:

    Advance Preparation:

  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Delivery Method:

    QAS Self Study

    Intended Participants:

    Anyone needing Continuing Professional Education (CPE).

    Revision Date:

    08-Apr-2026

    NASBA Course Declaration:

    Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

    Keywords:

    Excel Magic (Part 9): Building a Project Tracking Gantt Chart (Video) - CPE course for CPAs

    Learning Objectives:

    Course Learning Objectives

    After this course, you will be able to:
    • Understand the components of a Gantt Chart
    • Recognize the basics for setting up both single-element and multi-element conditional formatting
    • Discover how to build an advanced Gantt Chart with Overlapped Conditional Formatting
    • Explore how to build a “pure” Gantt Chart with Overlapped Bar Chart
    • Discover 2 cool apps in Excel that can facilitate data entry into the Gantt Chart

    Course Contents:

    Chapter 1 - Excel Magic (Part 9): Building a Project Tracking Gantt Chart

    Chapter 1 Review Questions

    Glossary/Index

    Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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