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9 Courses & 37 Hours
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What's Included

Master Reporting Automation with Google Sheets
  • Certification included
  • Experience level required: Beginner
  • Access 108 lectures & 6 hours of content 24/7
  • Length of time users can access this course: Lifetime

Course Curriculum

108 Lessons (6h)

  • Your First Program
  • Introduction
    Introduction5:01
    Why Google Sheets, not Excel?3:00
    Quick Example: How to Efficiently Automate Reporting1:52
    Overview of Course Projects2:25
  • Learn and Practice the Key Formulas
    Introduction1:10
    Key Formula Combination - INDEX & MATCH7:02
    Determining Year with TEXT2:07
    Smart use of IF's - Dynamic SUMIF and AVERAGEIF7:51
    Use of COUNTIF(S)3:38
    Identify ROW & COLUMN Numbers2:14
    RANK the Data1:52
    Avoid Errors with IFERROR2:40
    Improve Calculation Accuracy with AVERAGE.WEIGHTED2:20
    Quiz 1: Key Formula Quiz
  • Learn and Practice the Key Formulas: Advanced Section
    Introduction0:39
    Pulling Data with INDIRECT & ADDRESS2:41
    Use OFFSET for Dynamic Calculations4:34
    IMPORTRANGE with INDEX & MATCH5:07
    Advanced Formula: QUERY2:58
    Advanced Formula: QUERY 23:44
    Section Recap1:08
    Quiz 2: Key Formula 2 Quiz
  • Putting Together the Project
    Introduction2:43
    Mapping Down the Metrics11:02
    Defining the Week Periods and Week References3:59
    Connecting the Formulas with INDEX & MATCH3:28
    Setting Up Budget Connections and Calculations8:03
    Formatting of Week Numbers1:53
    Visual Formatting8:48
    Quiz 3: Project Mapping Quiz
  • Adding the Forecasts
    Introduction0:42
    Defining Sheet Structure5:01
    Setting Up Forecasting Formulas8:57
    Advanced: Connecting Stable Metrics to Dataset11:48
    Linking Targets with Actuals6:51
    Defining Current Week through TODAY Formula3:09
    Target Conversion from Weekly to Monthly5:28
    Comparison between Targets and Budgets6:04
    Notification for Reconciliation with Budgets8:40
    Sections Recap1:19
    Quiz 4: Forecasting Quiz
  • Building the Comparison Between Actuals and Forecasts
    Introduction0:40
    Defining Sheet Structure4:11
    Connecting the Formulas2:48
    Not Showing Data for Unpassed Weeks2:13
    Calculating the Variances2:19
    Conditional Formatting for Variances3:02
    Conditional Color Notifications7:16
    Final Touches1:25
    Quiz 5: Comparison Building Quiz
  • Designing the Landing Page
    Introduction0:27
    What to Include in the Cover tab?7:00
    Table of Contents3:05
    Linking Key Information2:48
    Use Your Brand Colours5:15
    Section Recap1:32
    Quiz 6: Landing Page Quiz
  • Reconciling Weekly Actuals with Monthly Budgets
    Introduction1:03
    Defining Sheet Structure5:57
    Connecting the Data to the Tab5:16
    Color Coding for Weekly Trends2:53
    Color Coding for Monthly Budgets10:00
    Final Touches1:39
    Quiz 7: Actuals vs Budget Quiz
  • Setting Up Competitor and Market Size Tracking
    Introduction0:56
    Defining Sheet Structure1:39
    Creating the Framework for Competitor Tracking3:08
    Adding Formulas to Framework5:35
    Estimating Competitor and Market Size10:27
    Summary of Key Metrics8:34
    Final Touches7:10
    Connection with Other Tabs8:23
    Sections Recap1:36
    Quiz 8: Market Sizing Quiz
  • Professional and Effective Data Visualisation
    Introduction1:41
    Intro to the First Graph1:09
    Data Visualisation Principles2:11
    Graph I: Key Actuals with Targets17:55
    Graph II: Monthly Actuals with Budgeted Forecasts12:16
    Dynamic Table: Data Layout for Competitor Tracking10:57
    Dynamic Table: Ranking for Competitor Tracking6:02
    Graph III: Tracking Weekly Performance over Monthly Budget10:31
    Final Touches0:47
    Section Recap1:51
    Quiz 9: Data Visualisation Quiz
  • Creating Dynamic and Reliable Data Connections
    Introduction0:41
    Status for Data Dump6:08
    Dynamic Budget Connection with IMPORTRANGE4:15
    Dynamic Budget Connection with QUERY4:13
    Final Touches3:45
    Quiz 10: Data Connections Quiz
  • Wrapping Up the Project
    Introduction0:42
    Adding Instructions1:39
    Reviewing Links in Cover tab1:09
    Final Touches on Whole File3:17
    Protecting the Sheets3:29
    Recap of Course Project1:51
    Quiz 11: Project Wrap-Up Quiz
  • Further Development Tips and Tricks
    Introduction0:49
    Automating Data Dump through a Script2:37
    Creating Multi-Level Reporting System3:15
    Optimise Spreadsheet Performance1:40
    Workaround for IMPORTRANGE Internal Error2:13
    Manage Reporting Files through Scripts2:07
    Section Recap1:07
    Quiz 12: Tips and Tricks Quiz
  • Conclusion
    Conclusion2:16
    Bonus Lecture3:15

Master Reporting Automation with Google Sheets

MA
Mariel Aim

Instructor

Mariel Aim | Head of Business Analytics in a High-Growth Technology Firm

4.7/5 Instructor Rating: ★ ★ ★ ★ ★ ★


Mariel Aim works for the European fastest growing technology firm Bolt as the Head of Business Analytics where she's responsible for the whole business analytics and financial planning domain of a business vertical with over €3B valuation. Prior, she has a background in consulting (specifically M&A) and hold an MBA in Economics with sub-focus on data science.

Description

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. 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.

4.7/5 average rating: ★ ★ ★ ★ ★ ★

 

  • Access 108 lectures & 6 hours of content 24/7
  • Make your files look professional & easy-to-track
  • Create formula combinations that will save your hours of time
  • Minimize manual reporting & focus on value-creating tasks
  • Learn tips & tricks to effective data visualization
  • Create an automated business forecasting framework that works

Specs

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Google account

Terms

  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.
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