About this courseThe course will be presented as a case study course.
First, we start from building a short version Profit & Loss report based on system data. In this case, we will teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we will deploy some advanced formulas that make the report dynamic.
Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill will differentiate rookies and gurus.
Third, we will fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check.
Fourth, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA (Visual Basic Application).
Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We will teach methods at all levels: basic, intermediate and advanced.
Field of Study: Computer Software & Applications
This course includes:
schedule1.5 hours on-demand video
signal_cellular_altIntermediate level
task_altPreparation required
calendar_todayPublished At May 14, 2020
workspace_premiumCertificate of completion
errorPrerequisites and Advanced Preparation
● Basic Excel knowledge
● Example: be able to open one Excel file and add a new sheet, etc.
calendar_todayUpdated At Jan 20, 2025