EPM 1173 - Day - 3-Unit - 3 - Excel-2

EPM-1173 : MS Project and Data Analytics
MS- Excel
EPM 1173 MS PROJECT

AND
DATA ANALYTICS
© Cestar College of Business, Health and Technology, North

EPM 1173 - Courseware 1
York, Toronto, ON, M2J 1S5, Canada
it Learning Objectives
U n 3. Produce Excel reports using built-in data analytical tools

to consolidate data in an easy to understand format.
he 3.1 Describe the importance of Key Performance
T Indicators (KPI’s) to measure business performance
3.2 Create a KPI Excel Dashboard using conditional
formatting with rules and rulesets
3.3 Produce summarized data using Excel’s built in
pivot tables and Charts
© Cestar College of Business, Health and Technology, North York, Toronto, ON, M2J
EPM 1173 - Courseware 1S5, Canada 2
Key Performance Indicators
Session Coverage
3.1 Describe the importance of

Key Performance Indicators
(KPI’s) to measure business
performance

Unit-3: Excel Reports using Built-in Data Analytical Tools
Definition of KPIs
“Key Performance Indicators (KPI) are a set of

quantifiable measures that a company or industry
uses to gauge and compare performance in terms
of meeting their strategic and operational goals.”
https://www.projectmanagement.com/wikis/345150/Key-Perfo
rmance-Indicators
; 17 Aug 2020, 5:00 PM

Quantified measurements
Quantified measurements of project performance
is possible in following sections:
1. Schedule
2. Cost
3. Scope
4. Quality
5. Risk
6. Resources
Schedule
1. Schedule Examples
2. Cost • Schedule Variance

• Schedule Performance Indicator
3. Scope
• Number of times schedule changed – Can be on whole project basis
4. Quality or task basis.
5. Risk • Cycle Time: The time it takes to complete one task or a set of tasks.
6. Resources This measure is very useful where repetitive tasks have to be

performed by the project team
• On-Time Completion Percentage: How many tasks are completed on
time, or within the control tolerance limit

Cost
2. Cost • Cost Variance
3. Scope • Cost Performance Indicator

• Number of times budget changed – Can be on whole project basis or
4. Quality
task basis.
5. Risk • On-budget Completion Percentage: How many tasks are completed
6. Resources on time, or within the control tolerance limit;
• Line Items In Budget: This indicates the level of details in a budget.
More line items means visibility and control at a more detailed level

Scope
2. Cost • Change in scope: Addition, descoping
3. Scope • Funded Vs Unfunded changes in scope

• Scope Achievement Index: What percentage of scope is
4. Quality
achieved in phase/project
5. Risk • Cost Performance
6. Resources • Level of details in scope statement/ project plan

Quality
2. Cost • Level of quality details in product specification
3. Scope • Product defects found in Control Quality process

• Product defects found in Validate Scope process
4. Quality
• Product defects rectification time
5. Risk • Process Compliance variance
6. Resources • Output/defect ratio

Risk
2. Cost • Actual Risk/ Planned Risk
3. Scope • Actual Risk Expenditure/ Risk Budget

• Identified / Unidentified Risk
4. Quality
• Risk categories added/existing categories
5. Risk
6. Resources

Resources
2. Cost • Actual Resource Use/ Planned Resource Use
3. Scope • Actual Resource cost/ Resource Budget

• Planned per hour productivity / Actual per hour
4. Quality
productivity
5. Risk • Resource Category Ratios ( Work/Material/Cost/…)
6. Resources • Unused resource percentage ( Overall/ resource
specific/WP specific/ Task specific …)

KPIs: Reference Material
https://www.projectmanagement.com/wikis/345150/Key-Performance-Indicators
https://www.clearpointstrategy.com/25-important-project-management-kpis/
Referenced on 17 August 2020

Any Questions?
Any Questions?

Break
B
R
E
A
K
KPI Excel Dashboard
3.2 Create a KPI Excel Dashboard

using conditional formatting
with rules and rulesets

Excel offers a large number of conditional formatting features that

can be used for creating reports with visual effects.
Conditional These conditional formatting features use colours, symbols, shapes

Formatting
and icons to represent different state of the data presented in an
in Excel
& excel sheet.
Dash Board In this session we will look at these conditional formatting features
of Excel, and how to develop a dash board using these features.

Exercise
Let us switch to Excel and look at these conditional

formatting features

Assignment2C: 5%
Assignment2C: 5%
Create a Dash Board using
datafile Exercise 3A

Break Tiime
B
R
E
A
K
Pivot tables and Charts

Session Coverage
3.3 Produce summarized data

using Excel’s built in pivot tables
and Charts
© Cestar College of Business, Health and Technology, North York, Toronto, ON, M2J
EPM 1173 - Courseware 1S5, Canada 20
Pivot Table Exercise
Let us switch to Excel and look at the Pivot Table
features Inserting A pivot Table:
Go to cell C4
Insert->Tables Group/Pivot Table
- The data table range will be
selected by Excel automatically
- verify. If needed correct.
- Select the "New Worksheet"
option
-OK
Create a Pivot Table using datafile Exercise 3B

Q &A
Any Questions?

Thanks
Thank You !


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EPM-1173 : MS Project and Data Analytics

EPM 1173 MS PROJECT

© Cestar College of Business, Health and Technology, North

U n 3. Produce Excel reports using built-in data analytical tools

3.1 Describe the importance of

© Cestar College of Business, Health and Technology, North

“Key Performance Indicators (KPI) are a set of

© Cestar College of Business, Health and Technology, North

2. Cost • Schedule Variance

6. Resources This measure is very useful where repetitive tasks have to be

© Cestar College of Business, Health and Technology, North

3. Scope • Cost Performance Indicator

© Cestar College of Business, Health and Technology, North

3. Scope • Funded Vs Unfunded changes in scope

© Cestar College of Business, Health and Technology, North

3. Scope • Product defects found in Control Quality process

© Cestar College of Business, Health and Technology, North

3. Scope • Actual Risk Expenditure/ Risk Budget

© Cestar College of Business, Health and Technology, North

3. Scope • Actual Resource cost/ Resource Budget

© Cestar College of Business, Health and Technology, North

KPIs: Reference Material

Referenced on 17 August 2020

© Cestar College of Business, Health and Technology, North

© Cestar College of Business, Health and Technology, North

KPI Excel Dashboard

3.2 Create a KPI Excel Dashboard

© Cestar College of Business, Health and Technology, North

Excel offers a large number of conditional formatting features that

Conditional These conditional formatting features use colours, symbols, shapes

© Cestar College of Business, Health and Technology, North

Let us switch to Excel and look at these conditional

© Cestar College of Business, Health and Technology, North

© Cestar College of Business, Health and Technology, North

Pivot tables and Charts

3.3 Produce summarized data

Create a Pivot Table using datafile Exercise 3B

© Cestar College of Business, Health and Technology, North

© Cestar College of Business, Health and Technology, North

© Cestar College of Business, Health and Technology, North

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