Josh Aharonoff - CFO Excel Dashboard & Reporting

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Josh Aharonoff - CFO Excel Dashboard & Reporting | 4.11 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 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

Homepage:

https://www.yourcfoguy.com/courses/cfo-dashboards

Screenshots

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