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Josh Aharonoff – CFO Excel Dashboard & Reporting

The “Josh Aharonoff – CFO Excel Dashboard & Reporting” course provides in-depth training on creating comprehensive financial dashboards and reports using Excel. Participants will learn to organize and transform data using PowerQuery, generate summarized financial reports, and build interactive dashboards. The course covers topics such as Profit & Loss, Balance Sheet, Cash Flows, KPI dashboards, Budget vs Actual analysis, management reports, and various types of financial dashboards. Perfect for finance professionals and anyone seeking to enhance their financial reporting skills in Excel.


Josh Aharonoff – CFO Excel Dashboard & Reporting

WHAT YOU GET?

Intro & Getting Started

🎥 Course Intro

🎥 Your Tech Stack

Organizing Your Data

🎥 Overview

🎥 Creating Tables + Adding additional context – 1st video

🎥 Creating Tables + Adding additional context – 2nd video

🎥 Using PowerQuery to transform your data

Creating Summarized Financials Report

🎥 Setting Dates

🎥 Profit & Loss

🎥 Balance Sheet

🎥 Cash Flows

🎥 Custom periods & sections

🎥 Measuring Period over Period Changes

Creating Dashboards

🎥 Getting Data Ready for Dashboards

🎥 Creating Date Selectors

🎥 Creating our first KPI

🎥 Finishing the KPI dashboard

🎥 Creating a KPI Dashboard with a graph

🎥 Creating a KPI Dashboard with a dynamic spill array linked to a chart

🎥 Budget vs Actuals pt I – designing our tables

🎥 Budget vs Actuals pt II – creating our Gauge charts

🎥 Budget vs Actuals pt III – finalizing our design

🎥 Management Report

🎥 Cash Out Dashboard

🎥 Creating a Cover Page in Excel

🎥 Creating dashboards using PivotTables

🎥 Creating Dashboards using PivotTables: PivotTable Profit & Loss

🎥 Creating Dashboards using Pivot Tables: Using Pivot Charts

🎥 Break Even Dashboard

🎥 Spotlight Dashboard Pt I – pulling in the data

🎥 Spotlight Dashboard Pt II – Designing the Dashboard

🎥 Closing Remarks

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Josh Aharonoff – CFO Excel Dashboard Reporting 1
Josh Aharonoff – CFO Excel Dashboard & Reporting

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