Excel Magic 8: Transforming a Pro-forma into a Dashboard

Continuing Education Credits
Click or touch a Credit for more information
CPA
1.5 CPE
CPD-IES8
1.5 Hours
CMA
1.5 CPE
CFE
1.5 CPE
CIA
1.5 CPE
CRMA
1.5 CPE

Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
More information about CPA CPE Credits
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
1.5 Hour
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
More information about CPD-IES8 Hours
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Certified Management Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CMA CPE Credits
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Certified Fraud Examiner

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CFE CPE Credits
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Certified Internal Auditor

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer science
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Excel Magic 8: Transforming a Pro-forma into a Dashboard0:24
  What is a Pro-forma Report0:56
  Dashboard comes to the rescue!1:20
  Instructor Introduction 1:09
  How this course is compared with “other similar courses”?1:21
  What you will get from this course?0:40
Business Case: Vessel Fleet Revenue Stream
  Business Case: Vessel Fleet Revenue Stream1:46
  Pro-Forma Reporting Challenges0:31
Challenge No. 1
  Challenge No.1: How to Track On-hire Days for Each Vessel (Part 1)4:30
  Challenge No.1: How to Track On-hire Days for Each Vessel (Part 2)3:43
  Challenge No.1: How to Track On-hire Days for Each Vessel (Part 3)2:10
  Challenge No.1: How to Track On-hire Days for Each Vessel (Part 4)5:16
Challenge No. 2
  Challenge No. 2: How to Track Daily Hire Rates for Each Vessel (Part 1)3:40
  Challenge No. 2: How to Track Daily Hire Rates for Each Vessel (Part 2)2:04
Challenge No. 3
  Challenge No. 3: How to Calculate Net Hire Revenues3:04
Dashboard Reporting Challenges
  Dashboard Reporting Challenges0:32
Challenge No. 4
  Challenge No. 4: How to Convert Pro-Forma Report to Dashboard Report (Part 1)5:55
  Challenge No. 4: How to Convert Pro-Forma Report to Dashboard Report (Part 2)2:53
Challenge No. 5
  Challenge No. 5: How to Build Slice-and-dice Function of a Dashboard (Part 1)4:34
  Challenge No. 5: How to Build Slice-and-dice Function of a Dashboard (Part 2)5:07
  Challenge No. 5: How to Build Slice-and-dice Function of a Dashboard (Part 3)1:18
Challenge No. 6
  Challenge No. 6: How to Display Budgets, Actuals and Off-hires all in one chart?3:28
conclusion
  Takeaways1:34
  Next Course & Q&A0:27
CONTINUOUS PLAY
  Excel Magic 8: Transforming a Pro-forma into a Dashboard58:18
SUPPORTING MATERIAL
  Slides: Excel Magic 8: Transforming a Pro-forma into a DashboardPDF
  Excel Magic 8: Transforming a Pro-forma into a Dashboard Glossary/ IndexPDF
  Workbook: Excel Magic 8: Transforming a Pro-forma into a DashboardXLXS
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam