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

• Who is this course for?
  This course is designed for CPAs, accountants, and other professionals needing Continuing Professional Education (CPE), especially those with basic Excel knowledge.

• What is this course about or what problem does this course solve?
  The course teaches how to build a project tracking Gantt Chart in Excel, guiding users through creating basic to advanced charts and using Excel tools to enhance project visualization.

• How can the knowledge from this course be used?
  The knowledge can be used to effectively track and manage projects in Excel by creating customized Gantt Charts with advanced features like conditional formatting and data entry tools.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It enhances Excel proficiency in project management—a valuable skill for organizing, planning, and monitoring timelines, which is crucial in many accounting and consulting engagements.

• When is this course relevant or timely?
  This course is relevant for professionals currently managing or planning to manage projects using Excel, and is especially useful given the continued reliance on Excel in business environments.

• How is a course like this consumed or used?
  It is delivered as a self-paced video course that includes review questions and a final exam, and requires learners to pass with at least 70% to earn CPE credit.

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

Video - NASBA QAS - NASBA Registry - 2223

Course Learning Objectives

• 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

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

Chapter 1 Review Questions

Glossary/Index