Covered in This Course
- Import and transform raw financial data using Power Query
- Apply lookup functions to efficiently categorize transactional data
- Build a pivot table-based income statement with dynamic filters
- Develop flexible forecast models using CHOOSE for scenario planning
- Use slicers to analyze product-level profitability
- Design and interpret key financial visuals including forecasts, waterfalls and KPIs
Description
Unlock the power of Excel’s advanced tools to transform raw text-based financial data into strategic insights. In this hands-on session, participants will learn how to integrate Power Query for seamless data extraction, apply lookup functions to categorize transactions and build dynamic income statements with pivot tables. Go beyond static analysis by exploring multi-scenario forecasting using CHOOSE and drilling into profitability with slicers. Finally, bring your insights to life with compelling visuals like forecast charts, waterfall charts and gauge dashboards. Perfect for finance professionals seeking to elevate their Excel modeling and reporting skills.This AFP course has been approved for 1.2 CTP & FPAC recertification credits. Once you have watched all the videos in the course you will see a link below to complete the quiz. In order to claim the credit for recertification you will need to pass the quiz.
Once you pass the quiz, within 72 hours you will receive a digital badge from our partner, Credly. The technology Credly uses is based on the Open Badge Standards maintained by 1EdTech (formerly IMS Global). This enables you to manage, share and verify your competencies digitally.