Overview

This comprehensive course on Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query will deepen your understanding on this topic.

After successful completion of this course you can acquire the required skills in this sector. This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query comes with accredited certification which will enhance your CV and make you worthy in the job market.

So enrol in this course today to fast track your career ladder.

How will I get my certificate?

You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate.

Who is this course for?

There is no experience or previous qualifications required for enrolment on this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query. It is available to all students, of all academic backgrounds.

Requirements

Our Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query is fully compatible with PC’s, Mac’s, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible on tablets and smartphones so you can access your course on wifi, 3G or 4G.

There is no time limit for completing this course, it can be studied in your own time at your own pace.

Career path

Having these various qualifications will increase the value in your CV and open you up to multiple sectors such as Business & Management, Admin, Accountancy & Finance, Secretarial & PA, Teaching & Mentoring etc.

Course Curriculum

13 sections
26 lectures
00:00:00 total length

Expand all sections

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