This course is designed for those interested to learn about Excel reporting functions, understand when and how to build a proforma report or a dashboard report and how to build a self-service dashboard.
Read more.Instructor
Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.
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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.
10 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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