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Excel Magic 8 - Transforming a Pro-forma into a Dashboard

LeeAndro

Trusted Editor
Trusted Editor
Excel Magic 8 - Transforming a Pro-forma into a Dashboard
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Genre: eLearning | Language: English + .srt | Duration: 24 lectures (58m) | Size: 451.5 MB

Learn how to transform a pro-forma into a dashboard!


Intermediate to Advanced Excel skills that will help you

- to ace your Excel skills,

- to make yourself the go-to-person in their office, or

- to be well positioned for your next promotion!

Basic Excel

Example: be able to open one Excel file, etc.

Power Query

The course is presented in three parts.

First, the course reveals the 3 shortcomings of presenting a pro-forma report. They are:

o Hard to slice and dice

o Hard to build a collapsible table on line

o Not for self-service

Next, the course presents 3 challenges in building a Pro-Forma report and provide solutions for the challenges. They include:

o How to Track On-hire Days for Each Vessel?

o How to Track Daily Hire Rates for Each Vessel?

o How to Calculate Net Hire Revenues?

Last, the course presents another 3 challenges in building a Dashboard report and provide solutions for the challenges. They include:

o How to convert Pro-forma report to a Dashboard report?

o How to build the Slice-and-dice function of a dashboard?

o How to display budgets, actuals and off-hires all in one chart?

Course Search Keywords

- Pro-Forma report

- Dashboard report

- Power Query

- Unpivot

- Reference

- Merge queries

- Slicer

- line

- PivotChart

- Combo Chart

- Secondary Axis

Learning Objectives:

● Understand when and how to build a pro-forma report or a dashboard report

● Master the "golden" formulas to track days based on start/end dates and this/next periods

● Discover the way to model "staggered" daily rates and summarize into one table

● Recognize how to convert a cross-table to a flat-table

● Understand how to build a self-service dashboard that enables slice-and-dice

Office workers, Professionals, and Managers



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