Create a Financial Statement using Microsoft Excel

提供方
Coursera Project Network
在此指導項目中,您將:

U​nderstand the components and variations of a Financial Statement

C​omplete a Transactions page and Profit and Loss statement that summarizes monthly transactions.

U​nderstand the components of a Balance Sheet.

Clock2 hours
Intermediate中級
Cloud無需下載
Video分屏視頻
Comment Dots英語(English)
Laptop僅限桌面

By the end of this project, you will be able to complete a financial statement with Microsoft Excel, composed of a transactions page, profit and loss statement, and balance sheet. You will learn how to enter your business transactions and interpret the data presented in the profit and loss statement. You will also learn about the components of a balance sheet and will have a better understanding of how a financial statement can be used to help track and present financial information for your company.

您要培養的技能

  • Spreadsheet
  • Financial Statement
  • Balance Sheet
  • Calculations

分步進行學習

在與您的工作區一起在分屏中播放的視頻中,您的授課教師將指導您完成每個步驟:

  1. Log into Microsoft Excel Online and open a blank spreadsheet.

  2. Identify the assumptions for the financial statement and create a Transactions page.

  3. Create a Profit and Loss statement that summarizes monthly transactions.

  4. Use the SUMIFS formula to populate the categories for the Profits and Loss with the transactions.

  5. Understand the components of a Balance Sheet and complete the Assets section

  6. Complete the Liabilities and Owner’s Equity sections of the Balance Sheet and perform a final balance check.

指導項目工作原理

您的工作空間就是瀏覽器中的雲桌面,無需下載

在分屏視頻中,您的授課教師會為您提供分步指導

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