Which shortcomings does this course reveal for a traditional pro forma report?

This course reveals shortcomings of a traditional pro forma report, including that it is hard to slice and dice.

Which formulas does this course master for tracking based on start and end dates?

This course masters formulas for tracking days based on start and end dates across periods.

Which conversion does this course recognize for turning data into a usable table?

This course recognizes how to convert a cross table into a flat table for reporting.

How many CPE credits does this Excel Magic Pro forma to Dashboard video course provide?

This Excel Magic Part 8 Transforming a Pro forma into a Dashboard video course carries 1.5 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring an 8 question final exam preceded by 5 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

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Excel Magic (Part 8): Transforming a Pro-forma into a Dashboard (Video) (Course Id 2222)

QAS / Registry

Author:	Lenny Wu, CPA, CGA, MBA
Course Length:	Pages: 25 \|\|\| Review Questions: 5 \|\|\| Final Exam Questions: 8
CPE Credits:	1.5
IRS Credits:	0
Price:	$21.95
Passing Score:	70%
Course Type:	Video

Excel Magic (Part 8): Transforming a Pro-forma into a Dashboard (Video) - CPE course for CPAs

Technical Designation:	NonTechnical
Field Of Study:	Computer Software & Applications
Approved Audience:	NASBA QAS - NASBA Registry
Key Takeaways:	This video course teaches how to transform a traditional pro forma report into an interactive, self service dashboard using Excel. Identifies three shortcomings of presenting a traditional pro forma report, including that it is hard to slice, dice, and use for self service. Presents challenges in building a pro forma financial statements report, such as tracking on hire days and daily hire rates for each vessel. Provides solutions for calculating net hire revenue within the transformed dashboard. Worth 1.5 CPE credits in Computer Software and Applications as a self study video course on transforming a pro forma into a dashboard, requiring an 8 question final exam preceded by 5 review questions (optional) and a 70% passing score.
Frequently Asked Questions:	Which shortcomings does this course reveal for a traditional pro forma report? This course reveals shortcomings of a traditional pro forma report, including that it is hard to slice and dice. Which formulas does this course master for tracking based on start and end dates? This course masters formulas for tracking days based on start and end dates across periods. Which conversion does this course recognize for turning data into a usable table? This course recognizes how to convert a cross table into a flat table for reporting. How many CPE credits does this Excel Magic Pro forma to Dashboard video course provide? This Excel Magic Part 8 Transforming a Pro forma into a Dashboard video course carries 1.5 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring an 8 question final exam preceded by 5 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.
Description:	The Pro-Forma course is presented in three parts. First, the course reveals the 3 shortcomings of presenting a pro-forma report. They are: Hard to slice and dice Hard to build a collapsible table on timeline Not for self-service Next, the course presents 3 challenges in building a Pro-Forma financial statements report and provides solutions for the challenges. They include: How to Track On-hire Days for Each Vessel? How to Track Daily Hire Rates for Each Vessel? How to Calculate Net Hire Revenues? Last, the Pro-Forma course presents another 3 challenges in building a Dashboard report and provides solutions for the challenges. They include: How to convert Pro-forma report to a Dashboard report? How to build the Slice-and-dice function of a dashboard? How to display budgets, actuals, and off-hires all in one chart?
Usage Rank:	10000
Release:	2024
Version:	1.0
Prerequisites:	Basic Excel knowledge Excel Pivot Table: basics Power Query: Ultimate Data Transformation Example: be able to open one Excel file and connect to external data files, etc.
Experience Level:	Overview
Additional Contents:	Complete, no additional material needed.
Additional Links:	External: The Importance of Excel in Business Internal: Excel Magic (Part 9): Building a Project Tracking Gantt Chart (Video) Internal: Excel Magic: Speaking the 7 Languages in Excel (Part 6) External: IRS Continuing Education for Tax Professionals
Advance Preparation:	Basic Excel knowledge Excel Pivot Table: basics Power Query: Ultimate Data Transformation Example: be able to open one Excel file and connect to external data files, etc.
Delivery Method:	QAS Self Study
Intended Participants:	Anyone needing Continuing Professional Education (CPE).
Revision Date:	08-Apr-2026
NASBA Course Declaration:	Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Keywords:	Excel Magic (Part 8): Transforming a Pro-forma into a Dashboard (Video) - CPE course for CPAs
Learning Objectives:	Course Learning Objectives After this course, you will be able to: Understand when and how to build a pro-forma report or a dashboard report Master the �golden� formulas to track days based on start/end dates and this/next periods Discover the way to model �staggered� daily rates and summarize into one table Recognize how to convert a cross-table to a flat-table Understand how to build a self-service dashboard that enables slice-and-dice
Course Contents:	Chapter 1 - Excel Magic (Part 8): Transforming a Pro-forma into a Dashboard Chapter 1 Review Questions Glossary/Index

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Excel Magic (Part 8): Transforming a Pro-forma into a Dashboard (Video) (Course Id 2222)

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Frequently Asked Questions:

Which shortcomings does this course reveal for a traditional pro forma report?

Which formulas does this course master for tracking based on start and end dates?

Which conversion does this course recognize for turning data into a usable table?

How many CPE credits does this Excel Magic Pro forma to Dashboard video course provide?

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