How To Create A Drill Down Profit & Loss Statement In Excel From Scratch [+ FREE DOWNLOAD]

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In this week’s training, I will show you how to create a single click Profit & Loss Statement In Excel With Drill Down Capability

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TIMESTAMPS:
0:00 Introduction
1:38 Overview of the Dashboard
3:10 Adding Titles, Dates, Buttons, Icons and Background
7:02 Formatting Profit & Loss From & To Dates
7:55 Formatting Text & Adding Colors
9:16 Adding up Reports and Transactions
10:52 Creating Advance Filter Criteria
12:00 Setting up the Total Income Results by the use of Name Manager
15:00 Setting up the Summary Total Table
17:51 VBA Code Profit Loss Refresh
26:26 Adding Codes for COGS Results Table
28:14 Duplicating codes for Expenses Results Table
30:31 VBA PL Row to Reflect Results into the Dashboard
34:38 Adding the Total Income Row Results
36:29 Adding the Total Income COGS Results
39:37 Adding the Gross Profit Results
41:39 Assigning Macro to Refresh Button
42:24 Adding Expenses Results into the Dashboard
46:19 Adding the Net Profit Results
47:20 Creating Conditional Formats to the Total Results, Gross Profit and Net Profit
50:06 Adding Lines for every Value using Conditional Format
51:15 Assigning Macro to Print Report Button
54:48 Setting up Worksheet Changes and Selection Change for Expansions
58:20 Enabling Application for Events and Screen Updating
59:10 Expanding Filters using Drill Down Criteria
01:02:10 Adding Drill Down to the Total Results
01:07:25 Bringing Data Over to the Dashboard
01:12:17 Copying Remaining Values
01:14:37 Adding E3 to the Range
01:15:03 Adding VBA Target.Value Code
01:15:31 Setting up Conditional Format for Alternate Column cells

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#ProfitAndLoss #excelvba #DataDrillDown #ProfitandLossDashboard

Видео How To Create A Drill Down Profit & Loss Statement In Excel From Scratch [+ FREE DOWNLOAD] канала Excel For Freelancers