project management

Project Management with Data Analytics

Simplify Project Management using Excel & Power BI

Course Overview

This intensive hands-on course equips project managers with practical skills to track, analyze, and visualize multiple projects simultaneously using Excel and/or Power BI. Participants will learn to build comprehensive dashboards that monitor project progress, manpower utilization, and financial performance across their entire portfolio.

Course Duration: 3 Days (8 hours/day)

Level: Intermediate

Prerequisites: Basic Excel knowledge, familiarity with project management concepts

Course Outline

1. Foundation & Data Structure for Multi-Project Tracking

1.1      Introduction to Data Analytics for Project Management

  • Understand the importance of data-driven project monitoring
  • Identify key metrics for multi-project management
  • Overview of the analytics workflow: Capture → Process → Analyze → Visualize

1.2      Designing Your Data Structure

  • Create normalized data tables for project tracking
  • Design master tables for projects, tasks, resources, and expenses

1.3      Data Collection & Input Forms

  • Build a Time Entry Form using Excel forms/Data Validation
  • Create an Expense Entry Form with category classifications
  • Design a Task Progress Update Template

1.4      Performance Indicators for Project Management

  • Master key Excel Data functions for project analysis
  • Create dynamic calculations using structured references
  • Build summary metrics across multiple projects

1.5       Data Cleaning & Preparation

  • Identify and fix common data quality issues
  • Use Excel functions for data standardization

2. Excel Analytics & Dashboard Creation

2.1      PivotTables for Multi-Project Analysis

  • Create PivotTables from relational data
  • Use slicers for interactive filtering
  • Build PivotTable-based calculations

2.2      Building Dashboards

  • Design effective dashboard layouts
  • Create dynamic charts linked to data
  • Implement interactive controls

3. Power BI Advanced Dashboards & Reporting

3.1      Introduction to Power BI

  • Understand Power BI ecosystem (Desktop, Service, Mobile)
  • Navigate the Power BI Desktop interface
  • Import data from Excel workbooks

3.2      DAX for Project Analytics

  • Write DAX measures for project metrics
  • Understand calculated columns vs. measures
  • Create time intelligence calculations

3.3      Building Power BI Dashboards

  • Design multi-page reports
  • Create interactive visualizations
  • Implement drill-through and filtering