Josh Aharonoff – CFO Excel Dashboard & Reporting

This extensive course will teach you how to use Excel to efficiently manage and analyze your financial data. Whether you’re an accountant, a business owner, or just someone who is interested in financial analysis, this course will give you the skills you need to produce reports and dashboards that are up to par. To make sure you have all the resources you need to succeed, the course starts with an introduction to the tech stack you will use throughout. You’ll discover how to organize your data tables and include more background information to improve your analysis. We’ll examine PowerQuery’s capabilities and demonstrate how to modify your data for improved insights.

The training then delves into writing a financial report that is summarized. Setting dates and creating precise balance sheets, cash flows, and profit and loss statements will be taught to you. We’ll also discuss custom periods and sections so you may customize your reports to meet certain requirements. You may have a better picture of your financial success by comparing changes over time.

After that, the course covers designing visually striking dashboards. You will learn how to make date pickers for dynamic analysis and prepare your data for dashboards. We’ll look at the steps involved in developing key performance indicators (KPIs), such as constructing gauge charts, connecting dynamic spill arrays to charts, and producing tables. Additionally, you will learn how to use pivot tables and pivot charts to generate cover pages, cash out dashboards, management reports, and dashboards. Building a break-even and highlight dashboards using data scraping and design strategies is how the course ends.

You will have a firm grasp on how to use Excel to arrange and analyze financial data at the conclusion of the course. You’ll be able to produce expert-caliber dashboards and reports that offer insightful information to your clients or organization. Therefore, this course is for you if you’re a novice trying to improve your Excel abilities or an experienced analyst hoping to advance your financial analysis. Enroll now to take advantage of Excel’s financial analysis capabilities.

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