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Course Overview
Building Financial Statements in Excel
Course Content
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Welcome to the Course!
3 Lessons
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Getting Started
Course Introduction
Who’s Ken?
Dimensional Models for Finance
8 Lessons
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The Financial “Star” Schema
Getting Started… the Easy Way
Fact Table Design Options
Example: Getting Transaction (Fact) Data
Example: Getting Budget (Fact) Data
Example: Adding Key Dimensions
Example: Adding a Calendar Table
Example: Linking the Model Tables
General Journal
3 Lessons
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Goals & Rules of the General Journal
Creating [Debit $] and [Credit $] Measures
Finalizing the General Journal Report
Helper Measures
5 Lessons
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Why We Need Helper Measures
Creating a Helper Measure Table
Date Helper Measures
Text Helper Measures
Cash Flow Helper Measures
Income Statement (P&L)
8 Lessons
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Goals & Rules of the Income Statement
Review: The VAR Statement
Review: The SWITCH Function
Building the [Actual $ – Selected] Measure
YTD & Revenue Specific Measures
Budget Specific Measures
Variance Measures
Finalizing the Income Statement Report
Balance Sheet
7 Lessons
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Goals & Rules of the Balance Sheet
Fixing the [Actual $ – Selected] Measure
Building Lifetime to Date Measures
The Current Earnings Measure
The Retained Earnings Measure
Building the [Actual $ – BS] Measure
Finalizing the Balance Sheet Report
Statement of Cash Flows
7 Lessons
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Goals & Rules of the Cash Flow Statement
Understanding the SCF Leaf Table
Creating the Opening Cash Measure
Creating the Cash Change Measure
Creating the Non-Cash Measure
Creating the Cash Effect Measure
Finalizing the Cash Flow Statement
Expected (Forecasted) Actuals
4 Lessons
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Goals & Rules of the Expected Actuals Forecast
Creating an EAMonths Table
Building the Expected $ Measure
Finalizing the Expected Actuals Forecast
Trial Balance
6 Lessons
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Goals & Rules of the Trial Balance
Trial Balance Helper Measures
Debit -TB Measure Framework
Creating the [Credit – TB] Measure
Fixing the [Debit – TB] Measure
Finalizing the Trial Balance
General Ledger
9 Lessons
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Goals & Rules of the General Ledger
General Ledger Helper Measures
Creating the GL Opening Balance
Creating the GL Ending Balance
Creating the [Actual – GL] Measure
Creating a Running Balance Measure
Solving Running Balance Issues
Forcing 0’s on Subtotal Lines Only
Finalizing the General Ledger Report
Preparing for Users
4 Lessons
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Hiding Measures & Tables From View
Organizing Measures
Linking Slicers & Timelines
Protecting Your Work
Rate the Course
1 Lesson
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