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Josh Aharonoff – CFO Excel Dashboard & Reporting

Josh Aharonoff – CFO Excel Dashboard & Reporting

[VIP DOWNLOAD] 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 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

Sales Page

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About The Author