I Built the WORLDS GREATEST PivotTable with AI (free template)
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🔥 I Built The World's Greatest PivotTable and It Will Make Any Accountant's Jaw Drop
Ever wished you could transform your financial data into a powerful analysis machine that instantly shows you EXACTLY what you need? You're going to love this.
I've combined AI with Excel's most advanced features to create an incredible pivot table system that lets you dig into ANY number, compare ANY period, and analyze ANY department... all with just one click.
I'll show you how to build something special by combining AI, Power Query, and Excel's most powerful features in ways you've never seen before.
🔥 What Makes This Different:
Create automated P&L reports that update instantly
Compare performance across any time period with one click
Build budget vs actual analysis without complex formulas
Drill down to transaction details instantly
Add smart department filters that actually work
💡 No More Manual Updates! Learn how to:
Turn QuickBooks data into dynamic pivot tables
Automate data mapping using AI and Power Query
Master Excel's Data Model for perfect financial reporting
Create comparison dashboards that update automatically
Build professional budget analysis that your boss will love
⚡️ Advanced Tips Included:
How to use ChatGPT & Claude to speed up your work
Smart tricks for beautiful pivot table design
Automated prior period comparisons
Dynamic department filtering secrets
Professional P&L sorting techniques
Perfect for: Financial analysts, accountants, controllers, FP&A professionals, and anyone working with financial data in Excel.
⏱️ 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
ABOUT THIS CHANNEL
Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new.
⚡️ Check out my channel here: / @yourcfoguy
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Watch video I Built the WORLDS GREATEST PivotTable with AI (free template) online without registration, duration hours minute second in high quality. This video was added by user Josh Aharonoff (Your CFO Guy) 27 December 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 6,904 once and liked it 329 people.