Excel 2016 Course - Chart Your Expenses And Income

Use Excel 2016 to create an expense and income waterfall chart
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  • Lectures 9
  • Length 33 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 7/2015 English

Course Description

This Excel 2016 course for business users will show you how to make a waterfall chart (also known as bridge chart).

• A waterfall chart is a chart where you start from the left hand side and as you go to the right, your figures get broken down until you reach your end data point on the chart.

• They are very easy to read and clearly show your figures.

• We will focus on two variations of this chart - for business and personal use.

This course will walk you through using Excel 2016's waterfall chart feature along with some expert tips on how to make a perfect waterfall chart for your business/personal use.

This course assumes a beginners to intermediate level use of Excel. Support is given via the discussion forums and workbooks available on request.

I look forward to seeing you on the other side!

What are the requirements?

  • Excel 2016 is an absolute mandatory requirement for this course- This course will not work on prior versions of Excel

What am I going to get from this course?

  • Ability to make waterfall charts in Excel 2016
  • Ability to use these charts for your own business and personal use

Who is the target audience?

  • Users with a business who want to document their expenses and income
  • Users who have a beginners to intermediate level use of Excel
  • Users with a project management background would find this useful for illustrating performance

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction to Excel course

Lecture introduces course

Section 2: Excel workbook materials

This section provides the Excel workbook materials needed to help you on the course.

Section 3: Overview of Excel chart we are going to build

Lecture explains what a waterfall chart is.

Section 4: Monthly sales changes Excel chart

Lecture shows you how to make a waterfall chart for changes in sales per month

3 questions

Quiz on waterfall chart basics

Section 5: Personal expense and income Excel chart

Lecture shows you how to make a personal expenses chart

Section 6: Monthly business expenses and income Excel chart

Lecture shows you how to make a monthly expense/income chart

Section 7: Using the Excel waterfall method for a total revenue statement

This lecture shows you a waterfall chart with 3 totals. An example using a simulated total revenue statement is given.

Section 8: The end!

Wrap up lecture

Bonus lecture- Discounts to our other Excel courses

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Instructor Biography

Mach 42 Productions, Excel Tutoring/Consulting Services

Our Udemy Excel courses have been developed to cover a wide range of needs for the Excel user. There is a course to suit everyone from beginners level to advanced. We provide all workbooks and full support via the discussion forums. Simply put our Excel courses use real life examples and not just theory to help you learn and improve yourself and give you proper skills you can use in your workplace.

Our Excel IT Consultant/Instructor Navin has been in the IT industry for approximately ten years. Recently featured nationwide in Costco Magazine, Navin has over 6 years experience as an Analyst. Having self-taught himself Microsoft Excel and VBA, he achieved MCAS (now known as Microsoft Office Specialist) certification in Excel in 2010. His work in Excel has been varied having worked on automating and streamlining reports to building and deploying real time dashboards to monitor performance.

During his time as an Analyst, he often assisted colleagues who needed problems solved in Excel. By relating the functions to use, to the context of their problem, his colleagues were able to grasp the concepts of what functions to use and in what context.

This spurned Navin's need to develop these range of Excel courses which to date have over 11,500 students enrolled. So please have a look at our range of fantastic courses and join us on our journey. You won't be disappointed.

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