Coursera Project Network
Create a Financial Statement using Microsoft Excel
Coursera Project Network

Create a Financial Statement using Microsoft Excel

Taught in English

Paula Del Rey

Instructor: Paula Del Rey

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Guided Project

Learn, practice, and apply job-ready skills with expert guidance

Intermediate level

Recommended experience

2 hours
Learn at your own pace
No downloads or installation required
Only available on desktop
Hands-on learning
4.5

(449 reviews)

What you'll learn

  • Understand the components and variations of a Financial Statement

  • Complete a Transactions page and Profit and Loss statement that summarizes monthly transactions.

  • Understand the components of a Balance Sheet.

Details to know

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Guided Project

Learn, practice, and apply job-ready skills with expert guidance

Intermediate level

Recommended experience

2 hours
Learn at your own pace
No downloads or installation required
Only available on desktop
Hands-on learning
4.5

(449 reviews)

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About this Guided Project

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  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.

Recommended experience

Basic knowledge in finances and spreadsheets

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Instructor

Instructor ratings
4.2 (44 ratings)
Paula Del Rey
Coursera Project Network
13 Courses375,299 learners

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How you'll learn

  • Skill-based, hands-on learning

    Practice new skills by completing job-related tasks.

  • Expert guidance

    Follow along with pre-recorded videos from experts using a unique side-by-side interface.

  • No downloads or installation required

    Access the tools and resources you need in a pre-configured cloud workspace.

  • Available only on desktop

    This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.

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4.5

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