Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query

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Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query

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Learn at your own pace from the comfort of your home, as the rich learning materials of this premium course is accessible from any place at any time. The advanced course curriculums are divided into tiny bite-sized audio-visual modules by industry specialists with years of experience behind them.

Course Curriculum

Introduction
Course Outline and Introduction 00:04:00
Minimum Requirements for the Course 00:01:00
Prepayments Introduction 00:01:00
Prepaid Expenses Models: Resources Download
Month End Date Prepaid Expenses Amortization Calculation 00:00:00
Exact Prepaid Expenses Payment Date Calculation 00:00:00
Accounting for Prepaid Expenses
Prepaid Expenses Accounting Definition: Prepayments 00:03:00
Prepaid Expense Example: How Accounting works for Prepayments 00:03:00
Advantages and Disadvantages of Prepaid Expenses 00:03:00
Excel Formulas Detailed: Introduction to three Excel Models
Introduction to PRO Excel Models and Formulas 00:06:00
Date Function 00:05:00
EOMONTH Function 00:04:00
DATEVALUE function 00:03:00
IF Function 00:08:00
IFS Function (Office 365 Only) 00:07:00
VLOOKUP Function 00:07:00
MATCH Function 00:05:00
INDIRECT Function 00:02:00
NAMED Ranges: Name Manager 00:03:00
Advanced Version of VLOOKUP Function 00:07:00
Formula Based Prepaid Expenses Model
Introduction to Model and Control Panel Tab (Important Sheet Tab) 00:08:00
Formula Based Prepaid Expenses Model – Deep Dive (Part 1) 00:05:00
Formula Based Prepaid Expenses Model – Deep Dive (Part 2) 00:06:00
Formula Based Prepaid Expenses Model – Deep Dive (Part 3) 00:06:00
IFS Function – Month End date Prepayment calculation 00:04:00
Prepaid Expenses – Closing Balance Summary Tab (Formula Based Summary) 00:09:00
Protecting Formulas Cells and Fields in the Model 00:04:00
Calculate Prepaid Expenses Amortisation from Exact Start Date
Exact Date Prepaid Amortisation calculation Intro 00:03:00
Formulas update and Model Changes for Exact Prepaid Exps Calculation 00:03:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 1) 00:04:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 2) 00:03:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 3) 00:02:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 4) 00:07:00
IFS Function – Exact Date Prepayments Amortisation 00:04:00
Data Validation Controls (Enhancing Data Input Controls with Protection) 00:10:00
Bonus: Prepayment Model with Opening Balance Calculation (Part 1) 00:08:00
Bonus: Prepayment Model with Opening Balance Calculation (Part 2) 00:09:00
Additional Material: Resources 00:00:00
Prepaid Expenses Summary with Power Query and Pivot Table
Power Query and Pivot Table Prepayment Summary Table Intro 00:06:00
What is Power Query and Some Awesome Resources for Power Query learning 00:07:00
Power Query and Pivot Table Summary – Deep Dive (Part 1) 00:05:00
Power Query and Pivot Table Summary – Deep Dive (Part 2) 00:04:00
Power Query and Pivot Table Summary – Deep Dive (Part 3) 00:05:00
Power Query and Pivot Table Summary – Deep Dive (Part 4) 00:09:00
Using Array Formulas to Add Formula Protection 00:04:00
Bonus: Allocate Prepaid Expenditure Cost Centre Wise – 1 00:02:00
Bonus: Allocate Prepaid Expenditure Cost Centre Wise – 2 00:08:00
Bonus: Prepayment Model with Opening Balance Calculation (PQ and PT Version) 00:13:00
Advanced VBA Prepaid Expenses Amortisation Model
Changing Macros Security in Excel 00:05:00
Complete Walkthrough – Advanced VBA Prepaid Expenses Amortisation Model 00:06:00
Bonus : New Version – Excel VBA Model for Prepayment Expenditure 00:08:00
BONUS: Dynamic Dashboard for Divisional Profit and Loss statements: Easy Way
Dynamic Dashboard Overview 00:07:00
Importing Profit and Loss Statements Source Files and creating YTD P&L Sheets 00:08:00
Creating Dynamic Data Validation 00:02:00
Creating Named Ranges for Dynamic Table Arrays 00:03:00
Dynamic Date Column Headings for each Divisional PL Table 00:02:00
Dynamic Month and YTD Dashboard tables headings (PRO TIP) 00:03:00
Dynamic VLOOKUP Formula – Preparing First section of the Dashboard 00:04:00
Creating Rolling Dashboard with Dynamic VLOOKUP Function 00:08:00
IMPORTANT : Error Checking for your reports/Dashboard (PRO TIP) 00:03:00
Data Prep for Visualization: AREA Charts (Awesome trick using #NA Function) 00:05:00
Visualization: AREA Charts for Month – Revenue, Gross Profit and Net Profit 00:05:00
Visualization DONUT Charts Revenue, Gross Profit and Net Profit (Part 1) 00:03:00
Visualization DONUT Charts Revenue, Gross Profit and Net Profit (Part 2) 00:06:00
Power Query & Pivot Tables based Dashboard without any Formulas, Fully Dynamic
Introduction – Formula-less Dashboard – Fully Dynamic and easily refreshed 00:05:00
Understanding the data files before building dashboard 00:02:00
Consolidating Reports with Power Query (Get & Transform) , How to install PQ 00:08:00
Dynamic File Path Trick in Power Query with Parameters (Amazing trick) 00:06:00
Conditional Cumulative totals with SUMIFS Function 00:04:00
Bonus: Conditional Cumulative totals with Power Query Custom Formula (M Code) 00:06:00
Dashboard Creation – Pivot Table showing Month and YTD KPIs division wise 00:06:00
Dashboard Creation Donuts Charts linked with Pivot Table (Replicate Charts fast) 00:08:00
Dashboard Creation – Line Charts 00:08:00
Update Dashboard with Additional Divisional Data with Few Click (Magical) 00:03:00
Thankyou
Thank you 00:02:00
Ultimate Prepaid Expenditure Model (Super Bonus) 00:02:00
Resources
Resources – Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query 00:00:00
Assignment
Assignment – Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query 00:00:00

Certificate of Achievement

Learners will get an certificate of achievement directly at their doorstep after successfully completing the course!

It should also be noted that international students must pay £10 for shipping cost.

CPD Accredited Certification

Upon successfully completing the course, you will be qualified for CPD Accredited Certificate. Certification is available –

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Course Info

9 Enrolled
  • IT & Software
  • Office Productivity
  • Personal Development
PRIVATE COURSE
  • PRIVATE
  • 1 year
  • Number of Units77
  • Number of Quizzes0
  • 6 hours, 8 minutes

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