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This document is provided as a reference and template, and the with our CFO
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 Help & Resources Instructions
This worksheet helps you see the before a
Build CFO Dashboards when data is transformed with power que

1. Update information in cells C2:C7

Learn how to build these reports & dashboard 2. Hit Data > Refresh all to see the numbe
with our CFO Dashboard course 3. To review the queries, hit Data > Querie
double click Profit_and_Loss query

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me to review your goals and discuss ways in which you can take your career to
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 Instructions
heet helps you see the before and after that take place
is transformed with power query.

nformation in cells C2:C7

> Refresh all to see the numbers change in columns G:I
w the queries, hit Data > Queries & Connections, and
k Profit_and_Loss query
 1/31/2023 2/28/2023 Account
Revenue 42,815 10,659 Revenue
COGS 14,985 3,731 Revenue
Advertising & Marketing 2,284 4,248 COGS
Payroll 6,364 8,769 COGS
Other G&A 6,891 224 Advertising & Marketing
Net Other Income 2,793 1,397 Advertising & Marketing
Payroll
Payroll
Other G&A
Other G&A
Net Other Income
Net Other Income
Date USD EUR
1/31/2023 42,815 40,246
2/28/2023 10,659 10,019
1/31/2023 14,985 14,086
2/28/2023 3,731 3,507
1/31/2023 2,284 2,147
2/28/2023 4,248 3,993
1/31/2023 6,364 5,982
2/28/2023 8,769 8,243
1/31/2023 6,891 6,478
2/28/2023 224 210
1/31/2023 2,793 2,625
2/28/2023 1,397 1,313