About This Course

Who this course is for:

  • Business managers
  • Business analysts
  • Accounting professionals

What you’ll learn: 

  • Understand when and how to build a proforma 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

Requirements: 

  • Basic Excel knowledge, example, be able to open one Excel file and connect to external data files, etc.
  • Excel Pivot Table: basics
  • Ideally completed the course Excel Power Query – Ultimate Data Transformation

The course is presented in three parts. 

First, the course reveals the 3 shortcomings of presenting a proforma report. They are:

  • Hard to slice and dice
  • Hard to build a collapsible table on timeline
  • Not for self-service

Next, the course presents 3 challenges in building a Proforma report and provides solutions for the challenges. They include:

  • How to track on-hire days for each vessel
  • How to track daily hire rates for each vessel
  • How to calculate net hire revenues

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

  • How to convert a Proforma report to a Dashboard report
  • How to build the slice-and-dice function of a dashboard
  • How to display budgets, actuals and off-hires all in one chart

Our Promise to You

By the end of this course, you will have learned how to transform proforma into a dashboard in Excel.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about advanced Excel reporting functions.

Course Curriculum

Section 1 - Introduction
Introduction 00:00:00
What Is A Proforma Report 00:00:00
Dashboard Comes To The Rescue! 00:00:00
Instructor 00:00:00
How This Course Is Compared With “Other Similar Courses” 00:00:00
What You Will Get From This Course 00:00:00
Practice Tests – Excel Magic 8 00:00:00
Section 2 - Business Case: Vessel Fleet Revenue Stream
Business Case: Vessel Fleet Revenue Stream 00:00:00
Proforma Reporting Challenges 00:00:00
Section 3 - Challenge No. 1: How To Track On-Hire Days For Each Vessel
Challenge No. 1: How To Track On-Hire Days For Each Vessel – Part 1 00:00:00
Challenge No. 1: How To Track On-Hire Days For Each Vessel – Part 2 00:00:00
Challenge No. 1: How To Track On-Hire Days For Each Vessel – Part 3 00:00:00
Challenge No. 1: How To Track On-Hire Days For Each Vessel – Part 4 00:00:00
Section 4 - Challenge No. 2: How To Track Daily Hire Rates For Each Vessel
Challenge No. 2: How To Track Daily Hire Rates For Each Vessel Part 1 00:00:00
Challenge No. 2: How To Track Daily Hire Rates For Each Vessel Part 2 00:00:00
Section 5 - Challenge No. 3: How To Calculate Net Hire Revenues
Challenge No. 3: How To Calculate Net Hire Revenues 00:00:00
Section 6 - Dashboard Reporting Challenges
Dashboard Reporting Challenges 00:00:00
Section 7 - Challenge No. 4: How To Convert Pro-forma Report To Dashboard Report
Challenge No. 4: How To Convert Proforma Report To Dashboard Report – Part 1 00:00:00
Challenge No. 4: How To Convert Proforma Report To Dashboard Report – Part 2 00:00:00
Section 8 - Challenge No. 5: How To Build The Slice-And-Dice Function Of A Dashboard
Challenge No. 5: How To Build Slice-And-Dice Function Of A Dashboard – Part 1 00:00:00
Challenge No. 5: How To Build Slice-And-Dice Function Of A Dashboard – Part 2 00:00:00
Challenge No. 5: How To Build Slice-And-Dice Function Of A Dashboard – Part 3 00:00:00
Section 9 - Challenge No. 6: How To Display Budgets, Actuals And Off-Hires All In One Chart?
How To Display Budgets, Actuals And Off-Hires All In One Chart? 00:00:00
Section 10 - Conclusion
Takeaways 00:00:00
Next Course And Q&A 00:00:00
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