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Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query
Learning Outcome CALCULATE Month End Date Prepaid Expenses Amortisation. Learn accounting for prepaid expenses and know crucial definitions. Learn about …
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26 Students
Overview
This course will teach you how to create automated dashboards in Microsoft Excel using advanced formulas, VBA (Visual Basic for Applications), and Power Query. You’ll learn how to streamline data analysis processes, automate repetitive tasks, and visualize data effectively through interactive dashboards. By the end of the course, you’ll be equipped with the skills to build dynamic and professional dashboards that can be updated automatically with new data.
Learning Outcomes
- Understand advanced Excel formulas and functions.
- Master VBA programming for automation.
- Learn how to use Power Query for data transformation.
- Create interactive dashboards with dynamic elements.
- Automate data updating processes.
- Visualize data effectively.
- Improve data analysis efficiency.
- Enhance Excel skills for professional use.
What Will Make You Stand Out?
On Completion of this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query online course, you’ll acquire:
- CPD QS Accredited Course.
- Upon Course Completion, Earn a Complimentary PDF and a hard copy Certificate to Showcase Your Enhanced Skills.
- Lifetime access.
- 24x7 Tutor Support.
- Complete the course at your own pace.
Description
In this course, you’ll delve into the intricacies of Excel, exploring advanced formulas and functions to manipulate data efficiently. You’ll then progress to VBA programming, where you’ll automate tasks and create custom functions to streamline processes. Additionally, you’ll harness the power of Power Query to clean and transform data seamlessly. Finally, you’ll learn how to combine these skills to build automated dashboards that provide insights at a glance.
Who is this course for?
This course is ideal for professionals who work extensively with data in Excel and want to enhance their skills to create automated dashboards. It’s also suitable for individuals looking to streamline their data analysis processes and improve their Excel proficiency.
Requirements
Basic knowledge of Excel functions and formulas is recommended. Access to Microsoft Excel 2010 or later versions is required. Familiarity with programming concepts will be beneficial but not mandatory.
Certification
Upon successful completion of the Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query course, learners can obtain both a PDF certificate and a Hard copy certificate for completely FREE. The Hard copy certificate is available for a nominal fee of £3.99, which covers the delivery charge within the United Kingdom. Additional delivery charges may apply for orders outside the United Kingdom.
Career Path
- Data Analyst
- Financial Analyst
- Business Intelligence Analyst
- Management Consultant
- Project Manager
- Marketing Analyst
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 | ||
| Thankyou | |||
| Thank you | 00:02:00 | ||
| Ultimate Prepaid Expenditure Model (Super Bonus) | 00:02:00 | ||
Frequently Asked Questions
In the UK, the social care system is mainly managed by the local councils. People are directly employed by the councils. They often work together with the health commissioners under joint funding arrangements. Some people work for private companies or voluntary organizations hired by local councils. They help the local councils with their personal social services.
In the UK, the social care system is mainly managed by the local councils. People are directly employed by the councils. They often work together with the health commissioners under joint funding arrangements. Some people work for private companies or voluntary organizations hired by local councils. They help the local councils with their personal social services.
In the UK, the social care system is mainly managed by the local councils. People are directly employed by the councils. They often work together with the health commissioners under joint funding arrangements. Some people work for private companies or voluntary organizations hired by local councils. They help the local councils with their personal social services.
In the UK, the social care system is mainly managed by the local councils. People are directly employed by the councils. They often work together with the health commissioners under joint funding arrangements. Some people work for private companies or voluntary organizations hired by local councils. They help the local councils with their personal social services.
In the UK, the social care system is mainly managed by the local councils. People are directly employed by the councils. They often work together with the health commissioners under joint funding arrangements. Some people work for private companies or voluntary organizations hired by local councils. They help the local councils with their personal social services.
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Number of Units:
75 -
Access:
1 Year -
Duration:
6 hours, 8 minutes -
PDF Certificate
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