Josh Aharonoff – CFO Excel Dashboard & Reporting

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