Excel Magic 8 – Transforming a Pro-forma into a Dashboard — Udemy — Published 1/2021 — Free download

Learn how to transform a pro-forma into a dashboard!

What you’ll learn

Intermediate to Advanced Excel skills that will help you
– To ace your Excel skills,
– To make yourself the go-to-person in their office, or
– To be well positioned for your next promotion!


  • Basic Excel
  • Example: be able to open one Excel file, etc.
  • Power Query


The course is presented in three parts.

First, the course reveals the 3 shortcomings of presenting a pro-forma report. They are:

  •  Hard to slice and dice
  •  Hard to build a collapsible table on timeline
  •  Not for self-service

Next, the course presents 3 challenges in building a Pro-Forma report and provide solutions for the challenges. They include:

  •  How to Track On-hire Days for Each Vessel?
  •  How to Track Daily Hire Rates for Each Vessel?
  •  How to Calculate Net Hire Revenues?

Last, the course presents another 3 challenges in building a Dashboard report and provide solutions for the challenges. They include:

  •  How to convert Pro-forma report to a Dashboard report?
  •  How to build the Slice-and-dice function of a dashboard?
  •  How to display budgets, actuals and off-hires all in one chart?

Course Search Keywords

– Pro-Forma report

– Dashboard report

– Power Query

– Unpivot

– Reference

– Merge queries

– Slicer

– Timeline

– PivotChart

– Combo Chart

– Secondary Axis

Learning Objectives:

  • Understand when and how to build a pro-forma report or a dashboard report
  • Master the “golden” formulas to track days based on start/end dates and this/next periods
  • Discover the way to model “staggered” daily rates and summarize into one table
  • Recognize how to convert a cross-table to a flat-table
  • Understand how to build a self-service dashboard that enables slice-and-dice

Who this course is for:

  • Office workers, Professionals, and Managers


Excel Magic 8 – Transforming a Pro-forma into a Dashboard.zip   (download)
481.75 MB

Course Content: https://www.udemy.com/course/excel-magic-8-transforming-a-pro-forma-into-a-dashboard/

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