| Published | 2021-01-13 |
| Platform | Udemy |
| Number of Students | 4 |
| Price | $84.99 |
| Instructors |
Lenny Wu, MBA, CPA, CGA
|
| Subjects |
Learn how to transform 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