Josh Aharonoff – CFO Excel Dashboard & Reporting | 4.11 GB
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 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
Homepage:
https://www.yourcfoguy.com/courses/cfo-dashboards
