Войти
  • 13439Просмотров
  • 3 месяца назадОпубликованоJosh Aharonoff (Your CFO Guy)

8 Excel Formulas Every CFO Uses to Build Dynamic Financial Dashboards

Grab the excel template + infographics for FREE 👇 ------------------------------------------------------------------------ If you want to build a successful career in finance and accounting, mastering Excel functions is non-negotiable. This comprehensive Excel tutorial walks you through 8 essential Excel functions that every finance professional needs to know to build dynamic financial dashboards that actually impress executives. You'll learn how to build beautiful, dynamic dashboards that automatically pull data from your detailed financial statements and present it in executive-ready formats. Whether you're in FP&A, investment banking, or corporate finance, these Excel skills will set you apart from your peers and help you advance faster in strategic finance roles. Key Learning Points: - Master 8 critical Excel functions (EOMONTH, YEAR, MONTH, ROUNDUP, DATE, IF, SUMIFS, XLOOKUP) used daily by finance professionals - Build dynamic financial dashboards that automatically update from detailed financial statements with professional formatting - Learn SUMIFS and XLOOKUP techniques to create flexible financial models that adapt to changing data structures - Create custom date ranges, period calculations, and conditional formatting for executive-ready financial reports - Build a dynamic amortization table from scratch using advanced Excel formulas that save hours of manual work ⏱️ Timestamps: 00:00 Introduction 01:23 Function 1: EOMONTH 04:05 Function 2: YEAR 05:01 Function 3: MONTH 05:57 Function 4: ROUNDUP 07:30 Function 5: DATE 08:03 Function 6: IF 08:51 Create Financial Dashboards With Your QBO Data In One Click 11:01 Function 7: SUMIFS 16:41 Function 8: XLOOKUP 19:59: Outro --- ABOUT THIS CHANNEL Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new. ⚡️ Check out my channel here: @yourcfoguy Don’t forget to subscribe! 🔎 FIND ME AT ➡️ Subscribe to my Newsletter! 🔗 FOLLOW ME ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! LinkedIn: Twitter: #Excel #ExcelExpert #MasterExcel #ExcelTips #Accounting #Finance #financials #accountingprofessionals #Tutorial #yourcfoguy