As the gentleman at immigration counter stamped my passport & said, “Welcome to Australia”, I could barely contain my excitement. You see, Australia has been on my list of places to visit as far back as I can remember. It finally happened on On Sunday, 29th of April 2012.
After collecting my baggage, I walked out of Sydney Kingsford Smith Airport. My friend Danielle (from Plum Solutions) is waiting for me there. Thus began my Australian adventure and it was fantastic. (Aussies so fondly use this word).
Grab a fine cup of coffee, sit back and read to know how the whole experience went.
Back story: How the opportunity came
I am not sure how the fascination with Australia began. But as I grew up the desire to visit land down under grew up too. So much that during my MBA placement season, I even applied for Macquarie Bank to work as an analyst in Sydney. Despite not knowing how to balance a balance sheet. It was a good thing they did not hire me, or else I would have been blamed for the global financial mess.
When I quit my job to work on Chandoo.org full time, I pushed the Australian trip further in to future, as I wanted to focus on running business.
Almost one year ago, on 30th June, a brilliant idea crossed my mind, “why not conduct a set of classes in Australia. That would give me an excuse to visit the place while not paying for the trip out of my pocket.”
Danielle’s name immediate came to my mind. So I emailed her “Excel workshops in Australia …?” and we got talking.
In March this year I have applied for Australian Visa & announced about the session on Chandoo.org. We got tremendous response for the session with many early sing-ups.
Initially I have planned to travel with Jo & kids. But after discussing about it, we realized that it may not be a good idea to travel with kids given that I would have to visit a new city every week to conduct the trainings. So I left for Australia alone with mixed feelings. Sad to leave kids & Jo behind, excited to visit it finally.
Response for our Excel & Dashboards Masterclasses
We conducted 4 Masterclasses – 1 each in Sydney & Brisbane and 2 in Melbourne. A total of 64 people attended the sessions. We also conducted 3 masterclasses for KPMG for their offices in Sydney, Perth & Melbourne. Around 30 people from financial modeling, risk management, auditing teams of KPMG attended these. And we did a 1 day training program (shorter version of masterclass) for SEEK.COM.AU in their Melbourne office.
I received very positive & happy feedback from delegates everywhere. This shows the generosity of Aussies. I felt fortunate to have eager, enthusiastic & excellent participants for all the classes. Few testimonials from the attendees,
Chandoo’s personality makes learning advanced excel techniques actually _fun_. I think that says a lot. You don’t often say to yourself “Wow, I had fun playing with Excel today!”, do you?
– Tom Hubbard, Manufacturing (Sydney)
Great useful content focused on real world examples. Emphasis on planning aswell as actual excel examples which means content can be applied to any dashboards e.g. BI or other software.
… very knowledgeable both about excel and business scenarios. Clear simple instructions with excellent knowledge across all versions of excel.
– Sinead Starrs, Marketing (Sydney)
chandoo is like a ‘drug’, that keep you want to get even more for excel 🙂 no wonder why he’s a CEO for this. I think from professional point of view .. Chandoo is helping us to get into the skill sets where the reporting level should be more straight forward, lively, and help the decision maker to make a good decision. I strongly recommend this training for any excel savvy just to enhance knowledge and found a ‘new love’ to excel.
– Chandra Jong, Financial Services (Sydney)
Chandoo was fantastic. He was very easy to understand and made everyone feel comfortable to any raise questions. Chandoo’s knowledge about Excel is unbelievable – I wish I had his brain! I would recommend this course to everyone who works with Excel to prepare data/reports. Excel is forever changing and unless you keep up to date it’s hard to know about new techniques. Chandoo also gave some useful tips on keeping our Excel knowledge up to date. I was never a big fan of Excel but after this course I absolutely love it!! It’s amazing what we can use Excel for.
– Anonymous, Mining (Brisbane)
Presenter very knowledgeable and ran through alot of topics. I have been on other excel courses, and they always teach to the lowest common denominator. This was very fast paced, so I was never bored.
– Anonymous, Telecommunications (Brisbane)
Business-oriented. In our country, there are many PC schools, but the instructor has little business backgrounds and presentation skill.
– Anonymous, Teaching (Melbourne) – Flew from Japan to attend this.
Just wanted to say thank you for the fantastic course you conducted at KPMG in Melbourne. Some of the ideas you presented were fantastic and I will definitely incorporate them into client work in the future.
The course exceeded my expectations. The method and format you presented the course in was absolutely brilliant. I especially loved the help function you created by using a SHOW/HIDE macro on text-boxes and bubble-boxes. So simple but so powerful! I hope we can get you back out here again and teach us some more cool tricks and ideas that will impress our clients!
– Adam, Consulting (Melbourne)
I have managed to collect few video testimonials too. I will share them some other time.
I was a little worried before starting my first class, mainly because,
- I never charged $1000 per class, so I am not sure if the participants would be happy with what they get.
- Most of them had very high expectations as they have been reading Chandoo.org for a while and wanted to learn even more.
But I felt happy knowing that majority liked the course and immensely benefited from it.
What I learned by conducting the classes
Many things. Training 100 people from different industries, experience levels & skills in a short span of 6 weeks proved to be both a challenge & an excellent opportunity. The best things I learned are,
- Slow down during my explanations: Because we had a steep task of designing powerful dashboards in 2 days, I had to rush thru some concepts like INDEX+MATCH combination, SUMIFS, Conditional formats etc. While this worked well for many, there are a few people in each class who felt lost. I modified my style and pace for each session to make sure delegates get the best out of it. Next time when we plan a public training, I will make sure we cover fewer topics so that everyone can enjoy it.
- Most of my explanations work alright: Since I do very few live classes every year, this trip gave me confidence as almost every one told me they liked the explanations & examples.
- Add some printable material to the course: Quite a few people asked for print outs to take back home. I will be including several documents & detailed tutorials in my next courses so that delegates can carry the instructions back.
I have also learned various simple things & tips during this trip. I will be implementing them to make my future training programs even more awesome.
About Australia
Now what do I say. It certainly was worth the wait.
In Sydney, I loved the long walks on harbor bridge, excellent food & coffee near rocks, flowers & greenery in Royal botanical gardens, the magic of opera house, the bustling shops & arcades at Pitt & Hay streets. I loved the warm, smiling people. Everyone I met welcomed me to Sydney.
In Perth, I loved meeting Hui after all the time, loved their family (Eva, Lovely, Jhuvy & Leonard), enjoyed the majestic views from kings park, liked running next to Swan river, savored delicious fish & chips at Fremantle beach cafes. Perth was sunny & blue all the while I was there.
In Brisbane, I loved meeting Kurt (from Plum Solutions), enjoyed excellent food & coffee, Sprawling views from Roma street gardens, bustling shopping malls in down town, walking besides Brisbane river. It was a pity that I stayed only 2 days in Brisbane.
In Melbourne, I loved the vibrant culture, the criss-crossing trams, amazing national gallery of Victoria, walking on Bourke & Swanston streets amidst a sea of humanity, having coffee at Federation square. I spent a whole day exploring MCG, Rod Laver arena. I learned the rules of Australian Rules Football. Even though it rained, remained cold, Melbourne felt like a lovely place all along.
I felt bad not bringing Jo & kids to enjoy all this. But I know for sure that I will be in Australia next year. And we will fly together.
Thank you
I could not have done any of this on my own. Many thanks to,
- Danielle for planning these masterclasses & relentlessly pushing it so that I could fly there.
- Kurt & Susan from Plum Solutions who helped me conduct the classes
- Hui & family for showing me good time while I am in Perth
- KPMG & SEEK for having me at their offices so that I could share some of my knowledge with their teams.
- All the 64 (+1 who paid, but missed) delegates who attended my Masterclass and took time to learn. You are fabulous.
- Special thanks to people who flew in from different places to attend – from Hobart, from Adelaide, from Canberra, from Tokyo – Your eagerness to learn makes you awesome.
- Hugs & lots of love to all the people who spared an evening to have drinks with me in Sydney, Perth, Brisbane, Melbourne.
- Special thanks to Crystal, who bought me lovely breakfast in Sydney.
- Thanks also to Saxons training institute for taking care of all the arrangements for our public classes.
- Ravindra, Sameer & Vijay for holding the fort at Chandoo.org while I am away
- Last but not least – thanks to you. Because you take time to read Chandoo.org, I find the confidence & support to dream something like this and achieve. Thank you.
Few Pics
Here are some pics from the last 6 weeks.
Have a good weekend.
49 Responses to “Project Management Dashboard / Project Status Report using Excel [Part 6 of 6]”
[...] display milestones Part 4: Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Excellent!
I was looking forward to this and you've done it again...Shame I can't claim it was all my own work 😉
ps hope you're getting enough sleep
Excelent !!! Tks to share your knowledge with us.
Izabel
Sao Paulo - Brazil
Nice job!.
I'm also keen on PM Excel Dashboards. Please, take a look at
http://screencast.com/t/TyaxH5r4mDf
That's one example of my Project control Spreadsheets.
Cheers
Hi Miguel,
Do you share your PM Excel Dashboards? It looks awesome.
Regards,
Germán
Hi M. Miguel,
Can you share your Excel Dashboards? Awesome work BTW.
Regards,
Michel Levesque
Can you share the PM excel template?
[...] haired Dilbert hat zum Abschluss einer Artikeserie zum Thema Projektmanagement mit Excel eine Anleitung zum Bau eines Projekt-Dashboards veröffentlicht. Ein Dashboard ist eine Visualisierungsform für große Mengen von meist [...]
Quite a nice and helpful article. I am sure excel is one of the most used application across many many big companies. And your info on project status update using excel would surely be usefull. Keep up the good work on this blog site. Also to share there are some open source flash-based graphing and charting solution which caould also be used on any project..
http://askwiki.blogspot.com/2009/07/how-to-create-quality-charts-using.html
@Alex, Izabel .. thank you 🙂
@Miguel: Thank you. Your dashboard looks very good. It is inclined towards the budget and finances of the project. I have kept those aspects out of this series. May be I will revisit the financial aspect of projects at a later point.
@Rishil: Thank you. Yes, you can create flash based charts (or even simple image based charts) and embed them in a project dashboard that can be published to the team using intranet (like sharepoint). This is how large companies usually do it. Thanks for sharing the Askwiki article.
Great looking dashboard!! Do you have a version for the Mac versions of Office available?
Thanks
Chandoo,
this is great piece of collating info.I liked it and shall try using it in office.
Thanks for the all hard work behind this.
Chandoo,
Kudos. This is really as simple as it gets for laymen. We did this sort of stuff in Consulting - but this can now become really simple for people. Will have my team look at this! Great work.
thanks,
Mrigank
[...] I suggest reading my 7 part series on project management using excel. Starting with Excel Gantt Charts to Project Dashboards. [...]
Just downloaded the project management template bundle...great!
Have you done anywork on a Project Portfolio Dashboard template?
@Bw... Thanks for getting a copy of the templates. 🙂 I have worked on few assignments where we built such templates. But these are similar to other regular dashboard templates. I will share some of these ideas in a later post someday. Meanwhile if you have any ideas on how to structure project portfolio dashboard, let me know using comments or email.
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] display milestones Time sheets and Resource management Part 5: Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Thanks fro the great ideas! To get a sense of the layout and design of a Dashboard more geared toward Cost and Schedule anaysis, check out the example Dashboard at http://www.ProjectDashboards.com which was built entirely in excel.
hey,
i just need a simple Chart where by i can show some of the projects by % wise. no dates required.
1st column Project name and 2nd column will be status (filled with %). can you pls help me out.
Thanks.
@DS... if you have excel 2007, you can use data bars in conditional formatting for this purpose.
Hi Chandoo - this series is an excellent resource and tutorial, thank you for sharing.
When I sat down to consider what my dashboard should look like, one of the most important features for me is to be able to maintain version control and to show simply on what version is on display.
Apart from the naming convention of the file name, is there a good way to do this within a dashboard? I'd be interested to hear your thoughts!
@Larph: Welcome 🙂
> You can do version control thru Macros (but always remember that your audience can disable macros)
> Another option is to use a static time stamp / version number in the title page of dashboard that you update manually whenever you make changes to the file
> In excel 2010, you can keep track of file versions from File menu. This can be used to select a previous version of dashboard.
> Best option is to use a version control system like SVN or upload files to Sharepoint or something like that. This will take care of versioning for you (although it is a bit technical and dashboard audience may have difficulty figuring the versions out).
> The easiest option is to use filenames and the CELL() formula to get the version number (or date) from the filename so you can show it on the dashboard.
Hi Chandoo... I'm following you from Brazil...
I would like to thank you for the tips about excel, mainly with dashboards ... It helped me a lot …
Take care...
Di
On the dashboard when I print, the text is blanked out in the middle of the Issues list - suggestions on how to fix?
[...] Project Management Dashboard in Excel [...]
Hi Chandoo, do you have an equivalent Project Management Dashboard / Project Status Report for MS Office 2010?
As a Microsoft trainer I'm interested in your choice of Excel for project management. I'm assuming that you've tried Microsoft Project and have decided not to use it? We get folks on our MS Project courses who've tried to use Excel for PM purposes and none of them have made such an impressive project plan, but I wonder is it worth all the effort?
This looks very interesting. How may I be a part of this
Does this template work in Google Spreadsheets?
Many thanks for sharing your expertise with us. Keep up the good work 🙂
Heya i'm for the first time here. I came across this board and I to find It really helpful & it helped me out a lot. I am hoping to offer one thing again and aid others like you helped me.
Hi Chandoo,
Your PM dashboards impressed me so much that I've downloaded the Portfolio and Project Management package. All of the documents look very professional.
I was going through the Portfolio dashboard and I had a question.
When I enter in additional holidays they are highlighted in the gantt chart. Is it possible so that the name of the holiday shows up in the highlighted area of the gantt chart.
Thanks
Adam
[...] Project Status Dashboard [...]
[...] Project Status Dashboard in Excel [...]
[...] Project Management Dashboard in Excel [...]
can you confirm that the downloads will work on a mac - excel for mac v14.3.6
thanks
Made a slight variation on the schedule sheet,
1. Add a date column for start
2. In week column cell use =weeknum() and link to date cell
3. Hide week column
When you enter in a date for each task the week number is populated accordingly
simple but more effective, you can also dynamically link the date cell to your MSP project file for even more automation!!
I purchased a copy of the project management dashboard excel file. I misplaced the password to unlock the file and make modification. Can you please resend the password.
Thank much in advance...
Hi there! I just would like to give you a big thumbs up for your great info
you've got right here on this post. I'll be returning to your website
for more soon.
I bought ur project management template just want to know how to hide the budget section from portfolio?
Hi, Thanks - very good job you've prepared!
You've inspired me as well 🙂
Best regards
Hello!
I am using a gantt chart template which i got from your website. All is good just when I add all my acitivities in data spreadsheet and then go back to gantt chart to view them, I only see first 9 and then I need to keep scrolling for the next ones. is it possible to see most of the activities if not all in the single frame.
thanks for answering!
This is my first time pay a visit at here and i am actually happy to read all at alone place.
I am interested in your dashboard; downloaded the locked version, unable to use it...do you have a user guide that is available that I can see and use on the locked version?
Please send me daily newsletter
Hi,
I downloaded the PM dashboard and the gantt chart only has dates till the year 2016. How do I change this to include 2017 FY as well.
When I enter a activity for this year , it fails to show up on the chart.
Hi
Would.like to purchase the project management .kits
Pls share the payment link in INR
Also share your contact number to speak with you
Regards
Hari
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