What You Get?
Download Josh Aharonoff – CFO Excel Dashboard & Reporting
Intro & Getting Started
Course Intro
Your Tech Stack
Organizing Your Data
Overview
Creating Tables + Adding additional context – 1st video
Creating Tables + Adding additional context – 2nd video
Using PowerQuery to transform your data
Creating Summarized Financials Report
Setting Dates
Profit & Loss
Balance Sheet
Cash Flows
Custom periods & sections
Measuring Period over Period Changes
Creating Dashboards
Getting Data Ready for Dashboards
Creating Date Selectors
Creating our first KPI
Finishing the KPI dashboard
Creating a KPI Dashboard with a graph
Creating a KPI Dashboard with a dynamic spill array linked to a chart
Budget vs Actuals pt I – designing our tables
Budget vs Actuals pt II – creating our Gauge charts
Budget vs Actuals pt III – finalizing our design
Management Report
Cash Out Dashboard
Creating a Cover Page in Excel
Creating dashboards using PivotTables
Creating Dashboards using PivotTables: PivotTable Profit & Loss
Creating Dashboards using Pivot Tables: Using Pivot Charts
Break Even Dashboard
Spotlight Dashboard Pt I – pulling in the data
Spotlight Dashboard Pt II – Designing the Dashboard
Closing Remarks
Download will be MEGA Drive (4.12 GB)
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