Josh Aharonoff – CFO Excel Dashboard & Reporting

Josh Aharonoff – CFO Excel Dashboard & Reporting Download

Josh Aharonoff – CFO Excel Dashboard & Reporting | Size: 4.12 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 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

Sales Page

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