WSO 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