This plan includes
- Limitedfree coursesaccess
- Play & PauseCourse Videos
- VideoRecorded Lectures
- Learn onMobile/PC/Tablet
- Quizzes andReal Projects
- Lifetime CourseCertificate
- Email & ChatSupport
What you'll learn?
- Advanced Google Sheets / Excel formulas that help you to solve any business modeling task you might ever experience
- How to make your files look professional and easy-to-track
- Creating highly complex formula combinations that will save you hours of time from automating manual work
- How to minimise manual reporting and focus on value-creating tasks
- Analytical skills on how to approach competitor analytics and market size estimation
- Tips and tricks to effective data visualisation
- Create an automated business forecasting framework that works
- How to build a complete reporting system in Google Sheets with maximum automation
- Ideas how to combine Google Sheets with (Python) scripts
- Secrets how to impress your colleagues with your exceptional Excel skills
Course Overview
Learn to solve any business modeling task you might ever experience!
Have you ever felt that you're regularly repeating some tasks in Google Sheets or Excel?
Have you ever thought about the time you would save if you would automate those tasks?
All the work you're doing in a repetitive manner in Google Sheets or Excel could be automated. It requires no coding skills, add-ons, or special tools - all you need to know is how to execute advanced formula combinations that will do all the automation for you.
This course focuses on teaching you the right skill set, so you could solve any business modeling task you might ever experience. I don't want to teach you only to execute some certain format of automation, I want you to be able to think outside of a certain tool - to literally be able to solve anything in the reporting automation or business modeling area. Everything we're learning along the course (which is a lot, really!) is only the start for you. I promise that after you complete the whole course, you will have tons of ideas on how to make your current work more efficient and automated.
This is a very hands-on course. You will learn the key formulas, practice them, build a complex but rewarding project, and then try to solve the challenges on your own. The course is designed to give you advanced-level skills that you will feel comfortable executing later in your own work. Please note that this is not a beginner-level course by design and by any means. However beginners are welcomed to take the course in case you're prepared to learn a lot by yourself in parallel and make some extra effort while taking this course.
What you can look forward to in this course:
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Learn highly advanced and complex formula combinations
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Build scalable and automated reporting tools that don't break
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Build files that don't require any manual intervention for keeping them working
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Learn how to make your files look professional and easy-to-track
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Work out automated and semi-automated business forecasting methodology
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Build a framework for market size estimation and competitor tracking (with real examples!)
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Create impressive charts
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Receive a fully functional business reporting template
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Learn tips & tricks for future development (like using scripts)
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Complete a lot of exercises
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Save hundreds of hours of time with only you being required to take this course
Pre-requisites
- At least intermediate level Excel / Google Sheets skills
- Google account to build the reporting solution along with the course
Target Audience
- Experienced Financial Analysts, Financial Controllers, CFOs or Business Analysts interested in automating their company's reporting
- Students who want to get a job in financial / business modelling or reporting area and wants to boost their chances by adding new skills to their resume
- Business professionals, who want to increase the efficiency of their reporting work and focus more time on things that matter
- People interested impressing their managers and co-workers with their exceptional skills
Curriculum 108 Lectures 00:52:17
Section 1 : Introduction
- Lecture 2 :
- Why Google Sheets, not Excel?
- Lecture 3 :
- Quick Example: How to Efficiently Automate Reporting
- Lecture 4 :
- Overview of Course Projects
Section 2 : Learn and Practice the Key Formulas
- Lecture 1 :
- Introduction
- Lecture 2 :
- Key Formula Combination - INDEX & MATCH
- Lecture 3 :
- Determining Year with TEXT
- Lecture 4 :
- Smart Use of IF's - Dynamic SUMIF and AVERAGEIF
- Lecture 5 :
- Use of COUNTIF(S)
- Lecture 6 :
- Identify ROW & COLUMN Numbers
- Lecture 7 :
- RANK the data
- Lecture 8 :
- Avoid Errors with IFERROR
- Lecture 9 :
- Improve Calculation Accuracy with AVERAGE.WEIGHTED
- Lecture 10 :
- Key Formula Quiz
Section 3 : Learn and Practice the Key Formulas: Advanced Section
- Lecture 1 :
- Introduction
- Lecture 2 :
- Pulling Data with INDIRECT & ADDRESS
- Lecture 3 :
- Use OFFSET for Dynamic Calculations
- Lecture 4 :
- IMPORTRANGE with INDEX & MATCH
- Lecture 5 :
- Advanced Formula: QUERY
- Lecture 6 :
- Advanced Formula: QUERY 2
- Lecture 7 :
- Section Recap
- Lecture 8 :
- Key Formula 2 Quiz
Section 4 : Putting Together the Project
- Lecture 1 :
- Introduction
- Lecture 2 :
- Mapping Down the Martics
- Lecture 3 :
- Defining the Week Periods and Week References
- Lecture 4 :
- Setting Up Budget Connections and Calculations
- Lecture 5 :
- Formatting of Week Numbers
- Lecture 6 :
- Visual Formatting
- Lecture 7 :
- Connecting the Formulas with INDEX & MATCH
- Lecture 8 :
- Project Mapping Quiz
Section 5 : Adding the Forecasts
- Lecture 1 :
- Introduction
- Lecture 2 :
- Defining Sheet Structure
- Lecture 3 :
- Setting Up Forecasting Formulas
- Lecture 4 :
- Advanced: Connecting Stable Metrics to Dataset Preview
- Lecture 5 :
- Linking Targets with Actuals
- Lecture 6 :
- Defining Current Week through TODAY Formula
- Lecture 7 :
- Target Conversion from Weekly to Monthly
- Lecture 8 :
- Comparison between Targets and Budgets
- Lecture 9 :
- Notification for Reconciliation with Budgets
- Lecture 10 :
- Sections Recap
- Lecture 11 :
- Forecasting Quiz
Section 6 : Building the Comparison Between Actuals and Forecasts
- Lecture 1 :
- Introduction
- Lecture 2 :
- Defining Sheet Structure
- Lecture 3 :
- Connecting the Formulas
- Lecture 4 :
- Not Showing Data for Unpassed Weeks
- Lecture 5 :
- Calculating the Variances
- Lecture 6 :
- Conditional Formatting for Variances
- Lecture 7 :
- Conditional Color Notifications
- Lecture 8 :
- Final Touches
- Lecture 9 :
- Comparison Building Quiz
Section 7 : Designing the Landing Page
- Lecture 1 :
- Introduction
- Lecture 2 :
- What to Include in the Cover tab?
- Lecture 3 :
- Table of Contents
- Lecture 4 :
- Linking Key Information
- Lecture 5 :
- Use your Brand Colours
- Lecture 6 :
- Section Recap
- Lecture 7 :
- Landing Page Quiz
Section 8 : Reconciling Weekly Actuals with Monthly Budgets
- Lecture 1 :
- Introduction
- Lecture 2 :
- Defining Sheet Structure
- Lecture 3 :
- Connecting the Data to the Tab
- Lecture 4 :
- Color Coding for Weekly Trends
- Lecture 5 :
- Color Coding for Monthly Budgets
- Lecture 6 :
- Final Touches
- Lecture 7 :
- Actuals vs Budget Quiz
Section 9 : Setting Up Competitor and Market Size Tracking
- Lecture 1 :
- Introduction
- Lecture 2 :
- Defining Sheet Structure
- Lecture 3 :
- Creating the Framework for Competitor Tracking
- Lecture 4 :
- Adding Formulas to Framework
- Lecture 5 :
- Estimating Competitor and Market Size
- Lecture 6 :
- Summary of Key Metrics
- Lecture 7 :
- Final Touches
- Lecture 8 :
- Connection with Other Tabs
- Lecture 9 :
- Sections Recap
- Lecture 10 :
- Market Sizing Quiz
Section 10 : Professional and Effective Data Visualization
- Lecture 1 :
- Introduction
- Lecture 2 :
- Intro to the First Graph
- Lecture 3 :
- Data Visualisation Principles
- Lecture 4 :
- Graph I: Key Actuals with Targets
- Lecture 5 :
- Graph II: Monthly Actuals with Budgeted Forecasts
- Lecture 6 :
- Dynamic Table: Data Layout for Competitor Tracking
- Lecture 7 :
- Dynamic Table: Ranking for Competitor Tracking
- Lecture 8 :
- Graph III: Tracking Weekly Performance over Monthly Budget
- Lecture 9 :
- Final Touches
- Lecture 10 :
- Section Recap
- Lecture 11 :
- Data Visualisation Quiz
Section 11 : Creating Dynamic and Reliable Data Connections
- Lecture 1 :
- Introduction
- Lecture 2 :
- Status for Data Dump
- Lecture 3 :
- Dynamic Budget Connection with IMPORTRANGE & TRANSPOSE
- Lecture 4 :
- Dynamic Budget Connection with QUERY
- Lecture 5 :
- Final Touches
- Lecture 6 :
- Data Connections Quiz
Section 12 : Wrapping Up the Project
- Lecture 1 :
- Introduction
- Lecture 2 :
- Adding Instructions
- Lecture 3 :
- Reviewing Links in Cover tab
- Lecture 4 :
- Final Touches on Whole File
- Lecture 5 :
- Protecting the Sheets
- Lecture 6 :
- Recap of Course Project
- Lecture 7 :
- Project Wrap-Up Quiz
Section 13 : Further Development Tips and Tricks
- Lecture 1 :
- Introduction
- Lecture 2 :
- Automating Data Dump through a Script
- Lecture 3 :
- Creating Multi-Level Reporting System
- Lecture 4 :
- Optimise Spreadsheet Performance
- Lecture 5 :
- Workaround for IMPORTRANGE Internal Errors
- Lecture 6 :
- Manage Reporting Files through Scripts
- Lecture 7 :
- Section Recap
- Lecture 8 :
- Quiz
Section 14 : Conclusion
- Lecture 1 :
- Conclusion
- Lecture 2 :
- Bonus Lecture
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Frequently Asked Questions
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It's simple. When you sign up, you'll immediately have unlimited viewing of thousands of expert courses, paths to guide your learning, tools to measure your skills and hands-on resources like exercise files. There’s no limit on what you can learn and you can cancel at any time.Are these video based online self-learning courses?
Yes. All of the courses comes with online video based lectures created by certified instructors. Instructors have crafted these courses with a blend of high quality interactive videos, lectures, quizzes & real world projects to give you an indepth knowledge about the topic.Can i play & pause the course as per my convenience?
Yes absolutely & thats one of the advantage of self-paced courses. You can anytime pause or resume the course & come back & forth from one lecture to another lecture, play the videos mulitple times & so on.How do i contact the instructor for any doubts or questions?
Most of these courses have general questions & answers already covered within the course lectures. However, if you need any further help from the instructor, you can use the inbuilt Chat with Instructor option to send a message to an instructor & they will reply you within 24 hours. You can ask as many questions as you want.Do i need a pc to access the course or can i do it on mobile & tablet as well?
Brilliant question? Isn't it? You can access the courses on any device like PC, Mobile, Tablet & even on a smart tv. For mobile & a tablet you can download the Learnfly android or an iOS app. If mobile app is not available in your country, you can access the course directly by visting our website, its fully mobile friendly.Do i get any certificate for the courses?
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