Grab the Worlds Greatest PivotTable! 👉yourcfoguy.kit.com/greatest-pivot-table ⏱ Timestamps: 00:00 Ultimate Excel Pivot Table Tutorial - What You'll Learn 00:40 How to Import Your QuickBooks Data into Excel 01:20 Create Your First Basic Profit & Loss Pivot Table 04:49 Method #1: Use AI-Powered Lookups to Map Financial Data 06:50 Pro Tips: Design a Beautiful & Professional Pivot Table 08:40 Method #2: Automate Data Mapping with Power Query 14:08 Method #3: Master Excel's Data Model for Perfect Mapping 16:52 Using ChatGPT & Claude to Build Smart Financial Calculations 23:20 Step-by-Step: Add Calculated Metrics to Your P&L 31:30 Quick Trick: Sort Your P&L Table Like a Pro (Power Pivot) 36:45 Add Dynamic Department Filters with Slicers 42:00 Compare Current vs Prior Period Performance 45:25 Build a Professional Comparison P&L Dashboard 53:00 Create a Budget vs Actual Analysis Table 1:07:00 Final Review: Everything You've Learned
I've been on my own since I was 17 and life had me taking the alternative route of obtaining my education, being an executive assistant to brilliant executives! fast forward +40 yrs and thrilled to have found you and consider you a wonderful teacher in my university of life uncollege degree. 😊
This is a wonderful tutorial! I appreciate your level of knowledge and expertise. I work for a non profit organization and "wear several hats". This will help me prepare grant data insight for our program directors in a shorter amount of time with more accuracy. Thank you so much for sharing! 🙂
Great job Josh, seems amazing! Do you think that you could upload the input for learning purposes? I would like to try it out and check if I can get the same output.
For sure! When you download the template (check pinned comment) you’ll get the finished file. You can recreate from step 1 by copying the transactions table to a new workbook. Let us all know once you build it!
Its amazing, thx for your education. please tell me what the device you use for work on excel, i had a billion row data on excel. please give me a suggestion device for it. thx Josh. You're my CFO guy always.
I'm your CFO Guy always! I have a normal windows laptop. I'm not sure if the data model can handle a billion...that's a lot. If you find out, do let me know!
Hey, I saw you do courses on financial modeling - question for you, how do you feel about software's like Fathom for modeling as opposed to Excel? Fathom imports the COA automatically and let's you set different scenarios and will auto-update all financials for you based on the input. Is there an advantage to Excel over the simplicity of Fathom?
I haven't ever used Fathom, but have a lot of respect for what they built. We are familiar with their tool because we have a similar tool (Model Wiz) My philosophy is that all tools should work with Excel and complement it rather than trying to replace it. Because what's beautiful about excel is the fact that so many people know how to use it, and you'll always want that transparency + ease of customization. I'm betting Excel wins the long race!
Grab the Worlds Greatest PivotTable! 👉yourcfoguy.kit.com/greatest-pivot-table
⏱ Timestamps:
00:00 Ultimate Excel Pivot Table Tutorial - What You'll Learn
00:40 How to Import Your QuickBooks Data into Excel
01:20 Create Your First Basic Profit & Loss Pivot Table
04:49 Method #1: Use AI-Powered Lookups to Map Financial Data
06:50 Pro Tips: Design a Beautiful & Professional Pivot Table
08:40 Method #2: Automate Data Mapping with Power Query
14:08 Method #3: Master Excel's Data Model for Perfect Mapping
16:52 Using ChatGPT & Claude to Build Smart Financial Calculations
23:20 Step-by-Step: Add Calculated Metrics to Your P&L
31:30 Quick Trick: Sort Your P&L Table Like a Pro (Power Pivot)
36:45 Add Dynamic Department Filters with Slicers
42:00 Compare Current vs Prior Period Performance
45:25 Build a Professional Comparison P&L Dashboard
53:00 Create a Budget vs Actual Analysis Table
1:07:00 Final Review: Everything You've Learned
The fast video... u make slowly the video in the part
@ yeah…tough to get the timing just right
I've been on my own since I was 17 and life had me taking the alternative route of obtaining my education, being an executive assistant to brilliant executives! fast forward +40 yrs and thrilled to have found you and consider you a wonderful teacher in my university of life uncollege degree. 😊
It’s great to have you here! Thanks for sharing that
It's amazing to get all of this technical insight for free, your work is very much appreciated sir! Thank you!
Glad to hear you are enjoying it!
This is a wonderful tutorial! I appreciate your level of knowledge and expertise. I work for a non profit organization and "wear several hats". This will help me prepare grant data insight for our program directors in a shorter amount of time with more accuracy. Thank you so much for sharing! 🙂
Glad you liked it! Good luck preparing the grant data
Amazing work Josh. Newbie here and you got me excited to learn. Definitely subscribed 🎉
Thanks for watching and excited to see you go from newbie to pro!
Amazing work! The presentation is interesting and fun to follow. It made me as if we're solving problems together.
Mission accomplished! Thanks for sharing your feedback
This is amazing josh
Thanks Racheal, glad you liked it! Was so much fun producing
Amazing work!!!!!
Thank you!! Was a ton of fun producing
Awesome tutorial. Can you please also share the practice material
Glad you liked it! You can check pinned comment/first link in description for that
So cool. Revolutionary stuff.
Hehe thanks!
Great job Josh, seems amazing! Do you think that you could upload the input for learning purposes? I would like to try it out and check if I can get the same output.
For sure! When you download the template (check pinned comment) you’ll get the finished file. You can recreate from step 1 by copying the transactions table to a new workbook. Let us all know once you build it!
Top content, as usual 😁
Thanks for the kind words!
Would've to see ai build dashboard
Copilot can do some of this, but we still have a bit to go
Its amazing, thx for your education. please tell me what the device you use for work on excel, i had a billion row data on excel. please give me a suggestion device for it. thx Josh. You're my CFO guy always.
I'm your CFO Guy always! I have a normal windows laptop. I'm not sure if the data model can handle a billion...that's a lot. If you find out, do let me know!
👏👏👏👏
👏👏👏👏
Hey, I saw you do courses on financial modeling - question for you, how do you feel about software's like Fathom for modeling as opposed to Excel? Fathom imports the COA automatically and let's you set different scenarios and will auto-update all financials for you based on the input. Is there an advantage to Excel over the simplicity of Fathom?
I haven't ever used Fathom, but have a lot of respect for what they built. We are familiar with their tool because we have a similar tool (Model Wiz)
My philosophy is that all tools should work with Excel and complement it rather than trying to replace it. Because what's beautiful about excel is the fact that so many people know how to use it, and you'll always want that transparency + ease of customization.
I'm betting Excel wins the long race!
Hi Josh, are you using the free or paid for versions of chatGPT & Claude?
Paid for both! I believe each are the $20 / mo plans
May i get the excel pls
You can grab it via the first link in the description