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Excel & Power BI for Finance: Excel (Season 1)
Season 1 of Excel & Power BI for Finance — six episodes turning a real ERP General Ledger extract into a robust monthly close model. Reading the GL, lookups (SUMIFS / XLOOKUP / INDEX-MATCH), pivot tables for the P&L, Power Query for ETL, and Tables / named ranges / dynamic arrays for hand-offable workbooks. Sample company: AtlasParts Corp.
6 posts
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Excel & Power BI for Finance: Robust Spreadsheets: Tables, Named Ranges, Dynamic Arrays
Celest Kim•Video•Quiz available
1

Excel & Power BI for Finance: Power Query for Finance: Clean Once, Refresh Forever
Celest Kim•Video•Quiz available
2

Excel & Power BI for Finance: Pivot Tables for Finance: Drag, Drop, Done
Celest Kim•Video•Quiz available
3

Excel & Power BI for Finance: Lookups for Finance: SUMIFS, XLOOKUP, INDEX/MATCH
Celest Kim•Video•Quiz available
4

Excel & Power BI for Finance: Reading a GL Extract: Literacy Before Formulas
Celest Kim•Video•Quiz available
5

Excel & Power BI for Finance: The ERP-to-Excel Pipeline: Why Finance Lives in Spreadsheets
Celest Kim•Video•Quiz available