Master Reporting Automation with Google Sheets

Learn How To to Build A Completely Automated Reporting Tool & Solve Any Business Modeling Task You Might Ever Experience

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Last Updated: 2023-12-20 10:12:13 English Course Type: Self Learning

Advanced Google Sheets / Excel formulas that help you to solve any business modeling task you might ever experience
How to make your files look professional and easy-to-track
Creating highly complex formula combinations that will save you hours of time from automating manual work
How to minimise manual reporting and focus on value-creating tasks
Analytical skills on how to approach competitor analytics and market size estimation
Tips and tricks to effective data visualisation
Create an automated business forecasting framework that works
How to build a complete reporting system in Google Sheets with maximum automation
Ideas how to combine Google Sheets with (Python) scripts
Secrets how to impress your colleagues with your exceptional Excel skills

Learn to solve any business modeling task you might ever experience!

Have you ever felt that you're regularly repeating some tasks in Google Sheets or Excel?

Have you ever thought about the time you would save if you would automate those tasks?

All the work you're doing in a repetitive manner in Google Sheets or Excel could be automated. It requires no coding skills, add-ons, or special tools - all you need to know is how to execute advanced formula combinations that will do all the automation for you.

This course focuses on teaching you the right skill set, so you could solve any business modeling task you might ever experience. I don't want to teach you only to execute some certain format of automation, I want you to be able to think outside of a certain tool - to literally be able to solve anything in the reporting automation or business modeling area. Everything we're learning along the course (which is a lot, really!) is only the start for you. I promise that after you complete the whole course, you will have tons of ideas on how to make your current work more efficient and automated.

This is a very hands-on course. You will learn the key formulas, practice them, build a complex but rewarding project, and then try to solve the challenges on your own. The course is designed to give you advanced-level skills that you will feel comfortable executing later in your own work. Please note that this is not a beginner-level course by design and by any means. However beginners are welcomed to take the course in case you're prepared to learn a lot by yourself in parallel and make some extra effort while taking this course.

What you can look forward to in this course:

Learn highly advanced and complex formula combinations
Build scalable and automated reporting tools that don't break
Build files that don't require any manual intervention for keeping them working
Learn how to make your files look professional and easy-to-track
Work out automated and semi-automated business forecasting methodology
Build a framework for market size estimation and competitor tracking (with real examples!)
Create impressive charts
Receive a fully functional business reporting template
Learn tips & tricks for future development (like using scripts)
Complete a lot of exercises
Save hundreds of hours of time with only you being required to take this course

At least intermediate level Excel / Google Sheets skills
Google account to build the reporting solution along with the course

Experienced Financial Analysts, Financial Controllers, CFOs or Business Analysts interested in automating their company's reporting
Students who want to get a job in financial / business modelling or reporting area and wants to boost their chances by adding new skills to their resume
Business professionals, who want to increase the efficiency of their reporting work and focus more time on things that matter
People interested impressing their managers and co-workers with their exceptional skills

Section 1 : Introduction 4 Lectures 00:03:00
Lecture 1 :
Introduction Preview
Lecture 2 :
Why Google Sheets, not Excel?
Lecture 3 :
Quick Example: How to Efficiently Automate Reporting
Lecture 4 :
Overview of Course Projects
Section 2 : Learn and Practice the Key Formulas 10 Lectures 00:09:00
Lecture 1 :
Introduction
Lecture 2 :
Key Formula Combination - INDEX & MATCH
Lecture 3 :
Determining Year with TEXT
Lecture 4 :
Smart Use of IF's - Dynamic SUMIF and AVERAGEIF
Lecture 5 :
Use of COUNTIF(S)
Lecture 6 :
Identify ROW & COLUMN Numbers
Lecture 7 :
RANK the data
Lecture 8 :
Avoid Errors with IFERROR
Lecture 9 :
Improve Calculation Accuracy with AVERAGE.WEIGHTED
Lecture 10 :
Key Formula Quiz
Key Formula Quiz
Section 3 : Learn and Practice the Key Formulas: Advanced Section 8 Lectures 00:00:00
Lecture 1 :
Introduction
Lecture 2 :
Pulling Data with INDIRECT & ADDRESS
Lecture 3 :
Use OFFSET for Dynamic Calculations
Lecture 4 :
IMPORTRANGE with INDEX & MATCH
Lecture 5 :
Advanced Formula: QUERY
Lecture 6 :
Advanced Formula: QUERY 2
Lecture 7 :
Section Recap
Lecture 8 :
Key Formula 2 Quiz
Key Formula 2 Quiz
Section 4 : Putting Together the Project 8 Lectures 00:13:46
Lecture 1 :
Introduction
Lecture 2 :
Mapping Down the Martics
Lecture 3 :
Defining the Week Periods and Week References
Lecture 4 :
Setting Up Budget Connections and Calculations
Lecture 5 :
Formatting of Week Numbers
Lecture 6 :
Visual Formatting
Lecture 7 :
Connecting the Formulas with INDEX & MATCH
Lecture 8 :
Project Mapping Quiz
Project Mapping Quiz
Section 5 : Adding the Forecasts 11 Lectures 00:00:00
Lecture 1 :
Introduction
Lecture 2 :
Defining Sheet Structure
Lecture 3 :
Setting Up Forecasting Formulas
Lecture 4 :
Advanced: Connecting Stable Metrics to Dataset Preview
Lecture 5 :
Linking Targets with Actuals
Lecture 6 :
Defining Current Week through TODAY Formula
Lecture 7 :
Target Conversion from Weekly to Monthly
Lecture 8 :
Comparison between Targets and Budgets
Lecture 9 :
Notification for Reconciliation with Budgets
Lecture 10 :
Sections Recap
Lecture 11 :
Forecasting Quiz
Forecasting Quiz
Section 6 : Building the Comparison Between Actuals and Forecasts 9 Lectures 00:07:39
Lecture 1 :
Introduction
Lecture 2 :
Defining Sheet Structure
Lecture 3 :
Connecting the Formulas
Lecture 4 :
Not Showing Data for Unpassed Weeks
Lecture 5 :
Calculating the Variances
Lecture 6 :
Conditional Formatting for Variances
Lecture 7 :
Conditional Color Notifications
Lecture 8 :
Final Touches
Lecture 9 :
Comparison Building Quiz
Comparison Building Quiz
Section 7 : Designing the Landing Page 7 Lectures 00:00:00
Lecture 1 :
Introduction
Lecture 2 :
What to Include in the Cover tab?
Lecture 3 :
Table of Contents
Lecture 4 :
Linking Key Information
Lecture 5 :
Use your Brand Colours
Lecture 6 :
Section Recap
Lecture 7 :
Landing Page Quiz
Landing Page Quiz
Section 8 : Reconciling Weekly Actuals with Monthly Budgets 7 Lectures 00:15:43
Lecture 1 :
Introduction
Lecture 2 :
Defining Sheet Structure
Lecture 3 :
Connecting the Data to the Tab
Lecture 4 :
Color Coding for Weekly Trends
Lecture 5 :
Color Coding for Monthly Budgets
Lecture 6 :
Final Touches
Lecture 7 :
Actuals vs Budget Quiz
Actuals vs Budget Quiz
Section 9 : Setting Up Competitor and Market Size Tracking 10 Lectures 00:00:56
Lecture 1 :
Introduction
Lecture 2 :
Defining Sheet Structure
Lecture 3 :
Creating the Framework for Competitor Tracking
Lecture 4 :
Adding Formulas to Framework
Lecture 5 :
Estimating Competitor and Market Size
Lecture 6 :
Summary of Key Metrics
Lecture 7 :
Final Touches
Lecture 8 :
Connection with Other Tabs
Lecture 9 :
Sections Recap
Lecture 10 :
Market Sizing Quiz
Market Sizing Quiz
Section 10 : Professional and Effective Data Visualization 11 Lectures 00:00:00
Lecture 1 :
Introduction
Lecture 2 :
Intro to the First Graph
Lecture 3 :
Data Visualisation Principles
Lecture 4 :
Graph I: Key Actuals with Targets
Lecture 5 :
Graph II: Monthly Actuals with Budgeted Forecasts
Lecture 6 :
Dynamic Table: Data Layout for Competitor Tracking
Lecture 7 :
Dynamic Table: Ranking for Competitor Tracking
Lecture 8 :
Graph III: Tracking Weekly Performance over Monthly Budget
Lecture 9 :
Final Touches
Lecture 10 :
Section Recap
Lecture 11 :
Data Visualisation Quiz
Data Visualisation Quiz
Section 11 : Creating Dynamic and Reliable Data Connections 6 Lectures 00:00:00
Lecture 1 :
Introduction
Lecture 2 :
Status for Data Dump
Lecture 3 :
Dynamic Budget Connection with IMPORTRANGE & TRANSPOSE
Lecture 4 :
Dynamic Budget Connection with QUERY
Lecture 5 :
Final Touches
Lecture 6 :
Data Connections Quiz
Data Connections Quiz
Section 12 : Wrapping Up the Project 7 Lectures 00:00:00
Lecture 1 :
Introduction
Lecture 2 :
Adding Instructions
Lecture 3 :
Reviewing Links in Cover tab
Lecture 4 :
Final Touches on Whole File
Lecture 5 :
Protecting the Sheets
Lecture 6 :
Recap of Course Project
Lecture 7 :
Project Wrap-Up Quiz
Project Wrap-Up Quiz
Section 13 : Further Development Tips and Tricks 8 Lectures 00:02:13
Lecture 1 :
Introduction
Lecture 2 :
Automating Data Dump through a Script
Lecture 3 :
Creating Multi-Level Reporting System
Lecture 4 :
Optimise Spreadsheet Performance
Lecture 5 :
Workaround for IMPORTRANGE Internal Errors
Lecture 6 :
Manage Reporting Files through Scripts
Lecture 7 :
Section Recap
Lecture 8 :
Quiz
Quiz
Section 14 : Conclusion 2 Lectures 00:00:00
Lecture 1 :
Conclusion
Lecture 2 :
Bonus Lecture

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Mariel Aim,

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My name is Mariel Aim and I am so excited that you're reading this! Professionally, I work for the European fastest growing technology firm Bolt as the Head of Business Analytics where I'm responsible for the whole business analytics and financial planning domain of a business vertical with over €4B valuation. Prior, I have a background in consulting (specifically M&A) and hold an MBA in Economics with sub-focus on data science. One of my core competencies is business modeling - and anything that has to do with Google Sheets. I have worked out a number of key business reporting solutions from scratch for the management, cross-functional and operational teams to use, which have saved thousands of hours in time and improved the reporting quality and convenience to a very high extent. Sometimes I think that if Google Sheets Engineering would be a job, this probably would be mine. ☺ I'm a strong believer in a world full of automating the non-value creating and routine tasks. And I can't wait for sharing my knowledge with you!