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 episodes
0
Robust Spreadsheets: Tables, Named Ranges, Dynamic Arrays | Excel & Power BI S1 Ep6
1
Power Query for Finance: Clean Once, Refresh Forever | Excel & Power BI S1 Ep5
2
Pivot Tables for Finance: Drag, Drop, Done | Excel & Power BI S1 Ep4
3
Lookups for Finance: SUMIFS, XLOOKUP, INDEX/MATCH | Excel & Power BI S1 Ep3
4
Reading a GL Extract: Literacy Before Formulas | Excel & Power BI S1 Ep2
5
The ERP-to-Excel Pipeline: Why Finance Lives in Spreadsheets | Excel & Power BI S1 Ep1