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

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

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

Level: Intermediate
Modules: 77 Modules
Duration: 6 hours, 8 minutes
Students: 5

Ascend to the next level of Excel proficiency with our comprehensive Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query course. This in-depth training will equip you with the skills to create sophisticated dashboards using advanced Excel formulas, VBA, and Power Query, empowering you to transform raw data into actionable insights.

Master the art of financial modeling with our prepaid expenses models, learning how to calculate amortization schedules and create detailed summaries using Excel formulas. Delve into the power of Power Query to effortlessly manipulate and analyze large datasets, building dynamic dashboards without the limitations of formulas.

Learning Outcomes

Gain proficiency in creating automated dashboards using advanced Excel formulas, VBA, and Power Query
Develop expertise in financial modeling using prepaid expenses models
Master the calculation of amortization schedules and prepaid expenses summaries
Implement Power Query to manipulate and analyze large datasets
Create dynamic dashboards without the limitations of formulas
Enhance your Excel skills and data analysis capabilities

Why choose this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query course?

Unlimited access to the course for a lifetime.
Opportunity to earn a certificate accredited by the CPD Quality Standards and CIQ after completing this course.
Structured lesson planning in line with industry standards.
Immerse yourself in innovative and captivating course materials and activities.
Assessments designed to evaluate advanced cognitive abilities and skill proficiency.
Flexibility to complete the Course at your own pace, on your own schedule.
Receive full tutor support throughout the week, from Monday to Friday, to enhance your learning experience.
Unlock career resources for CV improvement, interview readiness, and job success.

Who is this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query course for?

Accounting and finance professionals seeking to enhance their Excel skills for financial modeling and dashboard creation
Business analysts and data analysts aiming to expand their expertise in data manipulation and visualization
Excel enthusiasts interested in mastering advanced Excel formulas, VBA, and Power Query
Individuals seeking to create interactive and insightful dashboards for data-driven decision-making
Anyone seeking to elevate their Excel skills and become a proficient data analyst

Career path

Financial Analyst (£35,000 – £55,000)
Business Analyst (£40,000 – £60,000)
Data Analyst (£45,000 – £65,000)
Management Accountant (£40,000 – £60,000)
Business Intelligence Analyst (£45,000 – £65,000)
Senior Financial Analyst (£50,000 – £70,000)

Prerequisites

This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query does not require you to have any prior qualifications or experience. You can just enrol and start learning.This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query was made by professionals and it is compatible with all PC’s, Mac’s, tablets and smartphones. You will be able to access the course from anywhere at any time as long as you have a good enough internet connection.

Certification

After studying the course materials, there will be a written assignment test which you can take at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £4.99 Original Hard Copy certificates need to be ordered at an additional cost of £8.

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
Thank you
	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