Master Reporting Automation with Google Sheets

Learn to build automated business reporting in Google Sheets with dynamic data extraction and scalable spreadsheets through a hands-on course.

Master the index and match formula combination to retrieve exact metrics across rows and columns, enabling dynamic lookup of revenue, profit, and expenses by date in Google Sheets.

Learn how text formulas convert dates to readable text and extract the year using D, M, and Y format tokens, enabling precise year extraction for reporting.

Apply dynamic sumif and averageif with conditional statements to calculate revenue, expenses, and profit by year, then use index and match for flexible ranges.

Learn to use countifs and countif formulas to count months with positive profit, using range and criteria, including year-based multi-criteria analyses for 2019 and 2020.

Learn how the row and column functions return the current row and column numbers, how to convert a column letter to a number, and how to implement dynamic renumbering.

Learn to rank data in Google Sheets using the rank formula to order four countries by revenue, specifying the value, the dataset, and the ranking direction from largest to smallest.

Learn how the iferror formula prevents errors in calculations, keeping dashboards and reports accurate, and simplifying maintenance for regional averages.

Master weighted averages to improve financial calculations in Google Sheets, using revenue-based weights to reveal accurate profit margins and avoid skew from top performers.

Advance your reporting by learning to formalise data from external datasets, new locations, or existing datasets, and apply these options to elevate your dashboards.

Learn to pull data with indirect and address in Google Sheets. Explore how to dynamically reference cells by constructing row, column, and sheet inputs; apply to project building.

Use offset to create dynamic revenue sums in Google Sheets from January 2019 to a selected month. Pair it with match and data validation for a dropdown and month names.

Learn to import ranges with importrange in google sheets, using the source URL and range, then apply index and match to pull a single external row and keep formulas dynamic.

Master advanced Google Sheets query to import data and filter a dataset, selecting January 2019, June 2019, and December 2020 with precise column choices.

Import and filter months with negative profit using the QUERY function in Google Sheets, then transpose data to align metrics and reveal eight negative-profit months.

Master reporting automation with Google Sheets by mastering key formulas, including index-match, and combining them with others as you prepare to build the course project in the next section.

Build a fully automated weekly reporting tool in Google Sheets using formulas to forecast, compare to actuals, align with budgets, and visualize dashboards with key metrics.

Create a metrics-driven Google Sheets file organizing data into homes, customers, and financials (GMV, discounts, subsidies), then build ratios to track performance and cash flow.

Define week periods and week references to link datasets in a scalable automated Google Sheets reporting tool, converting week start dates to week numbers.

Master reporting automation by implementing index and match in Google Sheets to pull metrics by week reference, replacing static values with dynamic formulas for scalable dashboard that minimizes errors.

Link OpEx to the monthly budget by converting monthly costs to weekly figures using a month reference and days-in-month logic (divide by days, multiply by seven) for weekly reporting.

Learn to generate accurate week numbers using a counting formula starting from the first week of the year, and format dates as compact month abbreviations for clear dashboards.

Format the dashboard by marking key metrics, adding borders, color-coded categories, and applying numbers formatting and conditional formatting for a clear, shareable report.

Develop an automated forecasting workflow in Google Sheets that covers every weekly metric, with only two manual inputs and the rest auto or semi-automatic using prior weeks' data.

Create a tarp structure by duplicating a template, remove unnecessary formulas, and extend forecasting weeks from February into March 2020, aligning week references and data ranges.

Set up forecasting formulas in Google Sheets to project states, GMV, discounts, commission rate, gross profit, opEx, cash flow, and utilization with weekly growth for automation.

Combine ten formulas to automate forecasting in Google Sheets, averaging the last three weeks' actuals and dynamically referencing past weeks within the dataset.

Link targets with actions in one sheet by switching between actual and target using index and IFS formulas, with locked references and conditional formatting for weeks across three months.

Learn to automate weekly reporting in Google Sheets by using the TODAY formula to define the current week, compare dates, and switch from targets to actions with a six-day offset.

Convert weekly targets to monthly targets and build a comparison with monthly budgets, aligning key metrics like number of states and gross margin to ensure profitability.

Set up the comparison between budgets and targets in Google Sheets. Calculate metric differences, apply ifs formula for conclusions, and implement color-coded notifications.

Reconcile weekly targets with budgets by building a calculation area in Google Sheets that counts targets met, some targets met, and not met, and shows a corresponding notification.

Recap section two and the Itsuki sheets for automated reporting in Google Sheets; learn to build fully automatic and semi-automatic dashboards, including grading and synthesis from ten formulas.

Create a comparison of targets and actions in Google Sheets for multiple weeks, with targets in the first column, actions in the second, and differences in the next column.

Define the depth structure for weekly reporting by creating a comparison template with target, actual, and variance columns, and align weeks using index match by week reference.

Connect the formulas to pull data from targets and actual steps, rewrite the index to map metrics with a frozen column and week reference, and validate week seven results.

Use if statements in Google Sheets to hide actual data for weeks that haven't passed, preventing false comparisons with targets and improving dashboard professionalism.

Calculate variances by subtracting targets from actual results to measure forecast accuracy in Google Sheets, using a reusable formula across metrics and adjusting formatting to reveal misses.

Apply conditional formatting in Google Sheets to color variances by actual versus target, using green for better variances and red for worse ones, with churn metrics formatted oppositely.

Implement color notifications to show when metrics exceed 15 percent or fall beyond 2 percent of targets, applying variance and percentage formatting across new columns.

Apply final touches to your Google Sheets reporting dashboard, standardizing column sizes across tabs for a consistent view and reinforcing focus with targets for finance reporting.

Create the course landing page for the Google Sheets reporting automation module, and outline the file structure and viewer narrative to guide learners through the new section.

Summarize the cover tab for the weekly reporting file, detailing the file's purpose, region (Netherlands), period (starting January 2020), included sheets, and key metrics (GMV, growth, gross margin) for navigation.

Create a clickable table of contents in Google Sheets, label tabs as actuals, targets, and comparison, link them to the right sheets, and adjust formatting.

Learn to isolate the latest week data in Google Sheets by combining max with index match, handle data gaps, and maintain naming consistency across metrics.

Apply Airbnb’s pink brand color to the sheet, copy its hex, and align sections with white backgrounds and consistent borders, including color and conditional formatting.

Master reporting automation with Google Sheets by building automated syntax comparisons, color-coded metrics, and a user-friendly landing page, while practicing index and mesh combinations for deeper insights.

Create a comparison view that tracks weekly performance against monthly budgets, benchmarks weekly trends to monthly plans, and uses color indicators to signal alignment or needed adjustments.

Create a reusable weekly and monthly sheet template by trimming data, renaming sections, and mapping key budget metrics—discounts, subsidies, gross margin, GMV, and states—for clear comparisons.

Connect all data points to the current week using a week identifier and conditional formulas, then use hidden reference columns to align metrics like GMV and monthly budgets.

Color code weekly trends with conditional formatting to highlight good or bad metrics, helping users assess budget forecasts, spot discrepancies in gross margin, GMV, and states across weeks.

Learn how to use color coding in Google Sheets to track monthly budgets, benchmark weekly performance, and apply weighted averages to reveal spending relative to targets.

Apply final touches by reformatting numbers and adjusting font size, add the Saffar actions first budget step, and link data for the upcoming market research on competitors' size.

Explore market research by building a competitive tracking framework in Google Sheets to estimate market size, compare key metrics, and measure our market share against competitors for strategic agility.

Create a clean sheet structure by duplicating previous sheet, removing formulas and metric names, renaming for comparison to tracking, and linking the target to the main sheet with an index.

Build a framework for competitive tracking by defining metrics like number of states, average stay price, GMV, and active homes to estimate market share and trends.

Reformat and restructure the spreadsheet to standardize input cells for number of states, average state price, and GMV estimation, with clear formatting and color cues.

Learn to estimate competitor and market size in the accommodation sector using Booking's active rooms and average daily price. Build a Google Sheets framework to track weekly trends and growth.

Build a dynamic Google Sheets dashboard that compares key metrics across competitors, linking each row to its brand and revealing trends, market size, and market share.

Apply advanced formatting in Google Sheets to track competition with a color scale, borders, and freezing, while calculating market growth and share, adding plus/minus indicators and clear labeling.

Transfer key data between tabs in Google Sheets to compare our digital market share and size against a competitor, building a market data section with index, max, and delta calculations.

Master reporting automation with Google Sheets helps you track weekly performance against a budget, quantify market size, and learn competitive tracking with practical formulas for business modeling.

Master data visualization to turn complex data into actionable insights with professional, effective charts and graphs that reveal correlations and easy-to-read trends.

Identify the two key metrics: number of states and discount to substances ratio, to populate the first graph, balancing profitability insights with a manageable number of data points.

Apply data visualization principles to make data easier to grasp by reducing noise and colors, using brand colors with darker tones, and highlighting only meaningful, high-level metrics.

Learn to build a dynamic Google Sheets crop chart that tracks actuals and targets for states and gross margin, using index match, dynamic referencing, and weekly visualizations.

Build a monthly data visualization that compares actual sales and gross margin to budgeted forecasts for 2020, and implement forecast logic with week-to-month mapping.

Create a dynamic competitor-tracking table in Google Sheets that shows the latest two months' rankings, digital and total market share, and key metrics using index-match calculations.

Create a dynamic table to rank competitors for tracking trends in a graph, and compute interim data with formulas, formatting, and monthly updates.

Build a weekly performance vs monthly budget graph in Google Sheets, using states and gross margin targets alongside current progress to visualize alignment with budget and highlight discrepancies.

Apply final touches to charts in master reporting automation with Google Sheets by adjusting overlapping data labels, resizing a label, and linking tabs to enable graphs and data visualization.

Master data visualization principles in Google Sheets, selecting what to add or remove, choosing colors wisely, and building dynamic visuals that auto-update with new data.