Josh Aharonoff – CFO Excel Dashboard & Reporting Download

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

Note:
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