Josh Aharonoff - CFO Excel Dashboard & Reporting

 

Josh Aharonoff - CFO Excel Dashboard & Reporting

Josh Aharonoff - CFO Excel Dashboard & Reporting . File Size - 4.11 GB .

Josh Aharonoff - CFO Excel Dashboard & Reporting

WHAT YOU GET?

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 Power Query 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

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  •  Permanent Stored Courses
  • 100% Safe & Secure Payments
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