In this lesson, Hany Ismail from Planning Engineer website covers the essential Excel tips and tricks every engineer or professional in the construction field needs to know before diving into dashboard creation. Mastering these skills will save you hundreds of hours when preparing reports, dashboards, or analyzing project data.
In this lesson, you'll learn:
Excel interface basics and formatting tips.
How to use formulas like +, -, *, / effectively.
Advanced functions such as COUNTIF, ROUND, IF, IFERROR, and VLOOKUP.
How to apply filters, work with slicers, and make your data interactive.
Best practices for using conditional formatting, freezing panes, and more.
You’ll get access to two practice files: one with steps for hands-on learning and another with a solved example for reference. Whether you're new to Excel or already experienced, these tips will help you streamline your workflow and get ready for advanced dashboard creation.
Download Practice Files:
You will find it in lesson no. 24 in the course lessons
Link to practice file and solved example: planningengine...
Timestamps:
00:10 Introduction to Excel Tips and Tricks
01:30 Why Excel Skills Are Crucial in Project Management
04:00 Excel Basics: Formatting Cells, Sheets, and Columns
06:40 Essential Formulas: COUNTIF, IF, VLOOKUP, and More
12:50 Creating Charts: Pie Charts and Conditional Formatting
18:00 How to Use Filters, Slicers, and Tables
22:10 Wrap-up: Getting Ready for Dashboard Creation
In the Next Lesson: We'll create a simple dashboard from scratch in Excel, building on the skills learned in this session.
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