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Build Excel Models and Dashboards Using Advanced Formulas and Functions

Learn to design robust Excel models and fully dynamic dashboards for reporting and analytics using advanced formulas, Excel VBA, Pivot Tables and Power Query.

Build Excel Models and Dashboards Using Advanced Formulas and Functions

Learn to design robust Excel models and fully dynamic dashboards for reporting and analytics using advanced formulas, Excel VBA, Pivot Tables and Power Query.
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What's included in the class?

 69 video lessons
 12 documents

About the Class

If you’re an accountant, analyst, or business professional looking to take your Excel skills to the next level, this is the course you’ve been looking for.

This course will teach you how to prepare an efficient Excel model with advanced (powerful) formulas and function, Power Query/Pivot Tables and Excel VBA (all templates are available for download).

In addition to that, I’ll cover how to create fully dynamic Excel dashboards with just Excel Formulas or if you want to get more advanced, we’ll cover next level Dashboard with Power Query and Pivot tables (no formulas used, refresh the dashboard with new data with just two clicks).

What will you learn in this course?

  • I’ll teach you advanced formulas and functions and how to work with mega formulas.
  • Using Power Query (Get and Transform) to automate multiple sheets into an insightful summary report (Pivot Tables Report) using Excel VBA to control input and reduce errors, automate the entire workflow, saving precious time.
  • In the course, I go through specific examples of Prepaid Expenditures like this mobile phone prepaid vouchers/data plans and insurances.

Who should take this course?

While this course will be utmost helpful to Accounting professionals, FP&A Professionals, Auditors, business professionals, anyone can enroll in the course.

Accounting for prepaid expenses is easier than you think if you have the right tools at your disposal. But to do it you need to accurately maintain the record of all prepaid expenses on your computer for an accurate profit or loss each period end (monthly/quarterly and yearly). And therefore it is quite crucial to have a Robust Prepaid Expenses Schedule (for an Accountant/Analyst/Auditor), and Microsoft Excel is a great tool for this task

As we go through the example, I’ll teach you hands-on techniques to maintain a robust prepaid expenses schedule that will help you accurately determine:

  • The portion of prepaid expenses to be charged to the income statement/profit and loss statement each month
  • Prepaid expenditure balances for monthly balance sheet reviews
  • Forecast or budget prepaid expenses for future periods
  • Impact on the cash flow of business due to prepaid expenses spending (high or low)
  • How to allocate prepaid expenditures each month to various divisions or cost centers accurately (using Power Query and Pivot tables) with just a few clicks (fully automated approach)
  • How to make sure that prepaid expenditure GL (balance sheet) is accurately maintained (cross-checking integrity of GL entries to detect and prevent errors and frauds)

And I teach you all of this using Microsoft Excel.

Not only will I give you the models I’ve built, but also help you improve your ability to use the various functions of Excel:

  • IF Function (nested IF)
  • Date Functions
  • Lookup and Match Function
  • Named Ranges
  • Data validation
  • Array Formulas
  • And much more

Once you have a solid grasp of those, I’ll show you how to combine the above functions to create powerful formulas. We’ll use Power Query (Get and Transform) and Pivot Tables as well. And we’ll even cover some Excel VBA.

At the end of the course, you will have a clear and practical understanding of how prepaid expenses accounting works and how you can use Microsoft Excel efficiently to calculate accurate prepaid expenses charge, prepaid expenses balance, and forecast prepaid expenses for future periods.

Your co-workers and your boss will be very impressed when you show up with these new skills. For the price, I have it. It’s worth every penny. Don’t wait to improve your understanding of prepaid expenses and become an Excel guru. Enroll today to get started.

Class Requirements

  • You should know the basics of Double Entry Accounting System
  • You should know basics of Microsoft Excel (also basics of Pivot Tables)
  • You should have Microsoft Excel installed (preferably: 2007 or later versions) on your computer.

Class Contents

Class Authors

Prashant Panchal

Excel & BI Enthusiast, Chartered Accountant, Data Transformation Expert
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Hey, I am Prashant Panchal. I like helping fellow Accountants, Auditors and Analysts to become PRO at using Microsoft Excel. I have been using Excel for mainly Accounting and Analytics for more than 13 years and I am quite enthusiastic about sharing my knowledge with fellow Accountants, Analysts, or any Excel user. I have come across many...
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