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

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

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 timeline

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

- Timeline

- 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

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

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What you will learn

• 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

Rating: 0

Level: Intermediate Level

Duration: 1 hour

Instructor: Lenny Wu, MBA, CPA, CGA