Josh Aharonoff – CFO Excel Dashboard & Reporting

WHAT YOU GET?
Intro & Getting Started
πŸŽ₯ Course Intro

πŸŽ₯ Your Tech Stack

Organizing Your Data
πŸŽ₯ Overview

πŸŽ₯ Creating Tables + Adding additional context – 1st video

πŸŽ₯ Creating Tables + Adding additional context – 2nd video

πŸŽ₯ Using PowerQuery to transform your data

Creating Summarized Financials Report
πŸŽ₯ Setting Dates

πŸŽ₯ Profit & Loss

πŸŽ₯ Balance Sheet

πŸŽ₯ Cash Flows

πŸŽ₯ Custom periods & sections

πŸŽ₯ Measuring Period over Period Changes

Creating Dashboards
πŸŽ₯ Getting Data Ready for Dashboards

πŸŽ₯ Creating Date Selectors

πŸŽ₯ Creating our first KPI

πŸŽ₯ Finishing the KPI dashboard

πŸŽ₯ Creating a KPI Dashboard with a graph

πŸŽ₯ Creating a KPI Dashboard with a dynamic spill array linked to a chart

πŸŽ₯ Budget vs Actuals pt I – designing our tables

πŸŽ₯ Budget vs Actuals pt II – creating our Gauge charts

πŸŽ₯ Budget vs Actuals pt III – finalizing our design

πŸŽ₯ Management Report

πŸŽ₯ Cash Out Dashboard

πŸŽ₯ Creating a Cover Page in Excel

πŸŽ₯ Creating dashboards using PivotTables

πŸŽ₯ Creating Dashboards using PivotTables: PivotTable Profit & Loss

πŸŽ₯ Creating Dashboards using Pivot Tables: Using Pivot Charts

πŸŽ₯ Break Even Dashboard

πŸŽ₯ Spotlight Dashboard Pt I – pulling in the data

πŸŽ₯ Spotlight Dashboard Pt II – Designing the Dashboard

πŸŽ₯ Closing Remarks

Leave a Reply

Your email address will not be published. Required fields are marked *