Obviously, everywhere you look this week, you find advice on how to do better this year.
Well, you don’t have to wait for a new year to become awesome at your work, any day is new year for the rest of your life.
So, today I want to share 12 steps to learn Excel and becoming awesome. But first I have a secret to confess…,
I think becoming awesome in Excel useless.
What we really want is, to become awesome in our work. Since we spend a lot of time using Excel (and other office software), knowing how to use these better can have a huge impact on how we do our work.
In that spirit, lets look at 12 steps to learn Excel so you become awesome in your work.
1. Learn everyday
Curiosity, humbleness & open mind can go a long way in making you awesome. So in order to become awesome in our work, we need to learn everyday. There is a wealth of free, useful & well designed information on net on almost any topic. For Excel, I suggest going thru our archives, category pages on Excel, Charting, Quick Tips, or the Learn any area of Excel page.
For more specific focus, check out Excel Beginner or Advanced Excel pages too.
2. Volunteer & Improve something at your work
No matter how good something is, there is always scope for improvement. I am sure you have similar situation at your work. So pick up any single process, report, model or procedure & improve it using readily available tools like Excel. It is one of the easiest ways to learn Excel. For example, you could improve the financial dashboard that gets emailed every month or track your training (L&D) better.
3. Help a colleague
The funny thing with knowledge is that, the more you share it, the more you gain. No wonder, when we think of very knowledgeable persons, we imagine teachers & authors. And in any workplace, your knowledge determines how awesome you can be.
So go ahead and help a colleague in need. Share what you know and see the magic.
4. Join a forum & solve a problem
Forums are a great place to find new problems & challenge yourself. Go ahead and contribute in a forum that focuses on your area of work. For Excel, I suggest checking out our Forums.
You will learn new things & the best part is, you are going to help a total stranger. The sense of satisfaction you get is unmatched.
5. Get a book
Despite the amount of information & variety available online, books continue to have a sense of magic. The moment you open a book, your mind opens a new world. So go ahead and indulge in a book or two this year. Learn something & then apply it to your work. See how far you can go.
For Excel & related books, check out my recommendations.
6. Participate in a Contest
Contests are a great way to learn new things, experiment & win something cool. While finding a contest for your exact work area might be difficult, you can find several contests on Excel & other common office software. I am planning to run a few contests this year and I encourage you to participate in at least one of them.
Check out past contests & Excel challenges.
7. Play with an unknown feature
Many of us continue to use software, tools without questioning our practices. For example, despite using Excel quite a bit, I rarely use Review Ribbon. I don’t know many of the things in there. I am sure you too have such gaps. This year, pick one such thing and play with it. Learn what you can do with that feature, do a bit of research, and if possible share your knowledge with people in your work life. If you are not sure what to pick, may I suggest Power Query? It is an incredible tool packed right inside Excel. Check out this intro and get started.
8. Replicate an idea from other industry to your work
Despite all the negativity in the world, we continue to see shining examples of innovation, hope & prosperity. Often, these are simple ideas implemented with finesse. You too can watch elsewhere for inspiration & copy the ideas to your work. For example, you can watch New York Times for interesting visualizations and copy the ideas for your weekly report. Or you can subscribe to blogs in a different industry so that you can get fresh ideas.
Related: Visualization projects.
9. Join a Newsletter or Subscribe to a Blog
While learning from other industries can give you new ideas, learning about your own industry increases your knowledge. So go ahead and join a newsletter or subscribe to a blog. Consume their content regularly and apply these ideas to your work.
For Excel users, I recommend joining our newsletter, Debra’s blog, Excel Jet or any site featured in our Excel links.
10. Jump to YouTube
YouTube continues to be a great way to learn new things. You can find instructional videos on any topic & learn from bite-sized clips.
For Excel users, check out our YouTube channel, ExcelisFun, MrExcel Podcast, Debra’s channel
11. Join a Training Program
One of the best ways to learn & become awesome is to join a class. So this year, invest in a training program that helps you in your work.
To learn Excel & how to use it for your work, I recommend our Excel School, VBA Class programs.
12. Believe that you are Awesome
One of my favorite quotes is,
Whatever human mind can conceive, it can achieve.
Napoleon Hill (in his book Think & Grow Rich)
So the most important aspect of becoming awesome is to believe you are awesome. No books, videos, blogs or contests can make you awesome if you don’t believe that you can be awesome.
Those are my 12 steps to learn Excel & become awesome, what about yours?
So those are my 12 ways to become awesome. What about yours? How are you planning to be awesome this year? Please share using comments.
More Resources to learn
If you want to learn Excel, Dashboards etc., check out these articles too.
28 Responses to “Team To Do Lists – Project Tracking Tools using Excel [Part 2 of 6]”
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Part 3: Preparing a project time line [upcoming] Part 4: Time sheets and Resource management [...]
the templates are great (I bought the combo).
What I'm missing is a way to have the project gantt chart and reporting with the data per resource, in such a way that I can also show the occupation per resource on an extended gantt chart.
So with hours entered per person per project or sub-activity, to show a gantt chart of how many hours/days a person spent on which project (or plans to spend).
[...] from: Team To Do Lists - Project Tracking Tools using Excel [Part 2 of 6] 25 Jun 09 | [...]
Hi Chandoo,
Funny I have a post on the value of MS project lined up which I will post when the current monster project I'm working on finishes and I get some free time!
I'm not sure this would help with any of the projects I've worked on, closing down a to do list seems like more effort than it's worth, but it might be useful for some things. I guessing it doesn't, but does the time stamp not update when you recalculate the work book?
keep up the good work!
Ross
@Ross.. Thanks for sharing your ideas... I think to do lists are a great way to keep up with project activities and ensure accountability from individual team members, when they are implemented right.
"I guessing it doesn’t, but does the time stamp not update when you recalculate the work book?"
Your guess is right. When you change the calculation mode to "iterative", excel takes care of the nittygritties and retains older values in circular references in formulas.
[...] Project Management in Excel [New Series] - Gantt Charts | To Do Lists [...]
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
Hi Chandoo,
The template give me lot of convenience to monitor the thing to do. It simple. Thank You
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
[...] make sure you have read the first 4 parts of the series - Making gantt charts [project planning], team todo lists [project tracking], project time lines chart [reporting] and Timesheets and Resource Management using Excel. Also [...]
Chandoo,
I really do not see any befit to this function in Excel unless it was somehow tied into some other chart. That is say a scheduled activities % complete is based on the to-do list.
The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless.
@Brian... Once you have a todo list up and running, it is easy to get metrics out of it. I didnt propose it as it might look a bit too micro-management-ish.
I am able to understand what you meant by "The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless."
Can you explain?
"Chandoo"
What I mean is this. Lets say you have 10 task which are part of one activity/WBS that is in your schedule. One there are very few cases were many people would be assigned to complete this one scheduled activity with no direction being given who should what of the 10 task. It is poor management, and the task 90% of the time would not get done in a timely manner if say 4 people were responsible. Secondly, you are assuming all 10 task are independent of each other. You might need to do task 1 thru 3 before you can do task 4, and to do task 7 you might need to do 4 and 6. Thirdly, the time it would take to compile and then fill out the to-do-list even in limited applications is really not worth it.
I just see almost no applications why a team would need to inform others separate from the schedule that they have completed a task on a to-do list unless anyone of the 4 people could of completed that task.
My point is, there might be a few very limited applications for this type of list but this list would be worthless as a Project Management tool in every other case.
However, change this from a to-do-list to a document change log and it is perfect. Instead of to-do it is the documents name or summary of what changed in the document. The person is who edited the document, and the time stamp is when they checked it in. But I do not know why you would use excel when there is free software you can use commercially that is 10 times better that does document management.
I think using excel to do Project Management over a real Project Management application is a bad idea. Unless you are running a very small, simple project, the time and effort is a lot more to use excel compared to the cost of the Project Management software.
This comes back to my point, I love your site, however, just because you can do something in excel does not mean you should do it. To often the time it takes to use excel is wasted 10 times over from the cost of doing it in an application designed to for the specific application.
@Brian: The todo list mentioned here is meant to keep track of all the tasks for which detailed planning is not necessary but some sort of tracking is needed. These are not be confused with project activities (a la gantt chart).
I like your suggestion about using this as a document tracker. Pretty cool use.
Coming to your point about excel as a real project management tool, well, I have my views, but in a serious project environment, it would surely payoff to have a dedicated project management application.
[...] & tracking a project plan using Gantt Charts Team To Do Lists – Project Tracking Tools Project Status Reporting – Create a Timeline to display milestones Time sheets and Resource [...]
Chandoo,
Wonder how the timestamp column will maintain its previous data. Both Today() and Now() functions will update as and when the next timestamp happens.
[...] Preparing & tracking a project plan using Gantt Charts Part2: Team To Do Lists – Project Tracking Tools Part3: Project Status Reporting – Create a Timeline to display milestones Part4: Time sheets and [...]
I've combined this with the issue tracker since I like the automatic date stamp, but one thing I'm noticing is that I can't replicate the chart that goes along with the issue tracker because the cells that are referenced have the formula that inserts the time stamp instead of a the actual date value. All the dates of the last 30 days display 0 when they should have a value.
Is there a way around this?
I have edited the chart so that my team members can update the percentage completion of the assigned tasks. When the cell is updated, i would like the time stamp to update. How would I manipulate the formula to update whenever the drop-down list is changed?
[...] … ??? To Do List [...]
Excel is great however sometimes you need to get a better idea of what tasks each person on your team is working on at any given time. We've developed a web app that can do just that! Each person has a list of tasks, listed in the order they have to complete them.
HII,
I want to expand the database through excel where i am working on 11 cities as of now and i want to expand it upto 50 cities and hence forth the data related to it will also expand so i want to make it precise where i can get updates also that this work is required to be done at that particular day or date
Thanks for making all of this information available for free. I am currently using excel to track everything for the first time. I later plan to output our information here with a more visual presentation. Wish me luck!
Can some one point me out to some additional direction on the "Who Finished it?" column? Something more 'basic' for a newbie excel guy? lol I got everything else working on this tutorial but that column. I can't seem to recreate it and I know a lot of it is due to lack of knowledge with VB code. I'd like to recreate this column very much 🙁
Dear Chandoo,
Thanks for the team to do list, kindly let me know how to set the column who " finished it " from another work sheet
Hi Chandoo,
Unable to download it - can you please check the link and confirm.
Great inhisgt! That's the answer we've been looking for.
Hi Team,
I know u all are the best programmers in the world!!! that's I am here to rectify my issues. here is my question please ans me as soon as possible before 8-3-2017 its really urgent.
I have a project named the production tracker.
1) I require the user form which shows the names of the Associates which are linked to the different tracks. when the user is selected the particular track related details and dropdowns should appear.
2) I need to track the associate needs how much of the time to complete the particular task. with start stop and pause and resume timer.
3) It should display the daily count of the production and save the data to the another Excel file.
this production tracker should save all the data no matter how many people logs in into it.
Please help me for this it will be very appreciated.
you can directly email me on my mail ID: tusharkch694@gmail.com