Build an interactive profit and loss dashboard using Pivot Tables in Excel.
Take our Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course
🆓 DOWNLOAD Free Excel file for this video: https://careerprinciples.myflodesk.com/aye4z891tk
In this video we'll go from just having a raw set of data, to converting it into an interactive profit and loss statement dashboard in Excel using Pivot Tables, where you can filter a company's finances by region, by month, and even convert it into a budget vs actuals dashboard with Pivot Table slicers in just a few clicks. The 4 steps we'll take are setting up the P&L pivot table, making it dynamic, designing the dashboard, and finally creating the budget vs actuals.
LEARN:
Power BI for Business Analytics: https://www.careerprinciples.com/courses/power-bi-for-business-analytics
Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance
All our courses: https://www.careerprinciples.com/courses
SOCIALS:
Instagram - https://www.instagram.com/careerprinciples/?hl=en
🤳 TikTok - https://www.tiktok.com/@career_principles
🧑 LinkedIn - https://www.linkedin.com/company/careerprinciples/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Chapters:
0:00 - Raw Data to Pivot Table P&L Statement
3:18 - Making the P&L Dynamic
5:17 - P&L Dashboard Design
9:53 - Actual vs Budget Dashboard