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Leah Louviere
By the end of this project, you will be able to create an expense report worksheet in Google Sheets. You will learn how to create a working expense report and use formulas in your spreadsheet. You will be able to create and organize this tool to prevent any negative effects to your company, and utilize this tool at any management level.
Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.
Register for this course and see more details by visiting:
OpenCourser.com/course/59nay3/create
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Develops core financial planning and management skills, which are widely applicable across industries
Taught by Leah Louviere, who has extensive experience in expense reporting and financial management
Offers a comprehensive study of expense reporting and financial management, providing learners with a strong foundation in these areas
It is unclear whether the course uses the latest versions of software
Save this course
Save Create an Expense Report in Google Sheets to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Create an Expense Report in Google Sheets with these
activities:
Organize course materials
Show steps
Organize and review course materials to reinforce understanding of key concepts and formulas.
Show steps
-
Create a dedicated folder for the course materials.
-
Download and organize lecture slides, assignments, and other handouts.
-
Create a study guide or summary sheet that consolidates the key points from each lecture.
Discuss expense report best practices
Show steps
Engage with peers to share knowledge and experiences related to creating and managing expense reports.
Show steps
-
Join or create a study group or online forum.
-
Participate in discussions about expense report best practices.
-
Share tips and techniques for optimizing expense reporting processes.
Use Google Sheets formulas
Show steps
Use a spreadsheet program to practice applying formulas for various scenarios that may occur when calculating expenses.
Show steps
-
Create a new spreadsheet in Google Sheets.
-
Enter sample expense data into the spreadsheet.
-
Use Google Sheets formulas to calculate the total expenses, average expenses, and other relevant metrics.
-
Test the formulas with different input data to ensure accuracy.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a Google Sheets workshop
Show steps
Enhance understanding of Google Sheets and its application in expense reporting through a structured workshop.
Show steps
-
Research and identify relevant Google Sheets workshops.
-
Register and attend the workshop.
-
Actively participate in the workshop and take notes.
-
Apply the learnings from the workshop to the course project.
Develop a sample expense report
Show steps
Create a sample expense report that demonstrates understanding of the principles taught in the course.
Show steps
-
Gather sample expense data from various sources.
-
Design the layout and structure of the expense report.
-
Use Google Sheets formulas to automate calculations and create visualizations.
-
Proofread and finalize the sample expense report.
Explore advanced Google Sheets features
Show steps
Extend knowledge of Google Sheets by exploring advanced features and techniques.
Show steps
-
Identify areas where advanced Google Sheets features could enhance the expense report.
-
Research and learn about relevant features through online tutorials.
-
Apply the new features to the sample expense report.
Create a real-world expense report
Show steps
Apply the concepts learned in the course to a real-world scenario by creating an expense report for a personal or work-related project.
Show steps
-
Gather expense data from actual receipts and invoices.
-
Design and structure the expense report based on specific requirements.
-
Utilize Google Sheets formulas and features to automate calculations and create visualizations.
-
Submit the completed expense report for review.
Organize course materials
Show steps
Organize and review course materials to reinforce understanding of key concepts and formulas.
Show steps
Show steps
Show steps
- Create a dedicated folder for the course materials.
- Download and organize lecture slides, assignments, and other handouts.
- Create a study guide or summary sheet that consolidates the key points from each lecture.
Discuss expense report best practices
Show steps
Engage with peers to share knowledge and experiences related to creating and managing expense reports.
Show steps
Show steps
Show steps
- Join or create a study group or online forum.
- Participate in discussions about expense report best practices.
- Share tips and techniques for optimizing expense reporting processes.
Use Google Sheets formulas
Show steps
Use a spreadsheet program to practice applying formulas for various scenarios that may occur when calculating expenses.
Show steps
Show steps
Show steps
- Create a new spreadsheet in Google Sheets.
- Enter sample expense data into the spreadsheet.
- Use Google Sheets formulas to calculate the total expenses, average expenses, and other relevant metrics.
- Test the formulas with different input data to ensure accuracy.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a Google Sheets workshop
Show steps
Enhance understanding of Google Sheets and its application in expense reporting through a structured workshop.
Show steps
Show steps
Show steps
- Research and identify relevant Google Sheets workshops.
- Register and attend the workshop.
- Actively participate in the workshop and take notes.
- Apply the learnings from the workshop to the course project.
Develop a sample expense report
Show steps
Create a sample expense report that demonstrates understanding of the principles taught in the course.
Show steps
Show steps
Show steps
- Gather sample expense data from various sources.
- Design the layout and structure of the expense report.
- Use Google Sheets formulas to automate calculations and create visualizations.
- Proofread and finalize the sample expense report.
Explore advanced Google Sheets features
Show steps
Extend knowledge of Google Sheets by exploring advanced features and techniques.
Show steps
Show steps
Show steps
- Identify areas where advanced Google Sheets features could enhance the expense report.
- Research and learn about relevant features through online tutorials.
- Apply the new features to the sample expense report.
Create a real-world expense report
Show steps
Apply the concepts learned in the course to a real-world scenario by creating an expense report for a personal or work-related project.
Show steps
Show steps
Show steps
- Gather expense data from actual receipts and invoices.
- Design and structure the expense report based on specific requirements.
- Utilize Google Sheets formulas and features to automate calculations and create visualizations.
- Submit the completed expense report for review.
Career center
Learners who complete Create an Expense Report in Google Sheets will develop knowledge and skills
that may be useful to these careers:
Data Analyst
Data Analyst
As a Data Analyst, you will be responsible for collecting, analyzing, and interpreting data to help businesses make informed decisions. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Data Analysts, as they often need to be able to track and manage expenses for their projects.
Financial Analyst
Financial Analyst
As a Financial Analyst, you will be responsible for analyzing financial data to help businesses make investment decisions. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Financial Analysts, as they often need to be able to track and manage expenses for their clients.
Project Manager
Project Manager
As a Project Manager, you will be responsible for planning, executing, and closing projects. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Project Managers, as they often need to be able to track and manage expenses for their projects.
Sales Manager
Sales Manager
As a Sales Manager, you will be responsible for leading and motivating a sales team to achieve sales goals. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Sales Managers, as they often need to be able to track and manage expenses for their team.
Marketing Manager
Marketing Manager
As a Marketing Manager, you will be responsible for developing and executing marketing campaigns to help businesses reach their target audience. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Marketing Managers, as they often need to be able to track and manage expenses for their campaigns.
Product Manager
Product Manager
As a Product Manager, you will be responsible for managing the development and launch of new products. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Product Managers, as they often need to be able to track and manage expenses for their projects.
Business Analyst
Business Analyst
As a Business Analyst, you will be responsible for gathering and analyzing data to help businesses make informed decisions. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Business Analysts, as they often need to be able to track and manage expenses for their projects.
Operations Manager
Operations Manager
As an Operations Manager, you will be responsible for overseeing the day-to-day operations of a business. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Operations Managers, as they often need to be able to track and manage expenses for their department.
Human Resources Manager
Human Resources Manager
As a Human Resources Manager, you will be responsible for managing the human resources department of a business. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Human Resources Managers, as they often need to be able to track and manage expenses for their department.
Chief Financial Officer (CFO)
Chief Financial Officer (CFO)
As a Chief Financial Officer (CFO), you will be responsible for overseeing the financial operations of a business. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for CFOs, as they often need to be able to track and manage expenses for the entire company.
Controller
Controller
As a Controller, you will be responsible for managing the accounting and financial reporting of a business. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Controllers, as they often need to be able to track and manage expenses for the entire company.
CPA
CPA
As a CPA, you will be responsible for providing accounting and tax services to businesses and individuals. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for CPAs, as they often need to be able to track and manage expenses for their clients.
Auditor
Auditor
As an Auditor, you will be responsible for reviewing and verifying the financial statements of businesses. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Auditors, as they often need to be able to track and manage expenses for their audits.
Tax Accountant
Tax Accountant
As a Tax Accountant, you will be responsible for preparing and filing tax returns for businesses and individuals. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Tax Accountants, as they often need to be able to track and manage expenses for their clients.
Forensic Accountant
Forensic Accountant
As a Forensic Accountant, you will be responsible for investigating and analyzing financial data for legal purposes. This course will help you develop the skills you need to succeed in this role, including how to use Google Sheets to create and organize expense reports. This is a valuable skill for Forensic Accountants, as they often need to be able to track and manage expenses for their investigations.
For more career information including salaries, visit:
OpenCourser.com/course/59nay3/create
Reading list
We've selected seven books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Create an Expense Report in Google Sheets.
Save
Focuses specifically on using Google Sheets for financial modeling. It covers topics such as building financial models, performing financial analysis, and creating financial dashboards. It valuable resource for anyone working in finance or accounting.
Provides a comprehensive guide to using the Google Apps Script API to develop custom applications and scripts for Google Sheets. It covers topics such as creating scripts, using the Sheets API, and integrating with other Google services. It valuable resource for anyone wanting to extend the functionality of Google Sheets.
Combines spreadsheet modeling with decision analysis techniques, providing a framework for using spreadsheets to solve business problems. It covers topics such as linear programming, decision trees, and risk analysis, making it relevant for those interested in using spreadsheets for decision-making.
Offers advanced techniques for using Google Sheets, covering topics such as creating macros, using scripts, and working with large datasets. While it assumes some familiarity with spreadsheets, it valuable resource for more experienced users.
Provides a user-friendly guide to Google Sheets, suitable for both beginners and experienced users. It covers a wide range of topics, including basic spreadsheet operations, advanced formulas, and tips for collaboration. It good choice for those who want a comprehensive reference on Google Sheets.
Save
While this book focuses on Microsoft Excel, many of its concepts and techniques are transferable to Google Sheets. It provides in-depth coverage of spreadsheet functions, formulas, and data analysis tools, making it a valuable reference for anyone working with spreadsheets.
Provides a step-by-step guide to using Google Sheets, suitable for beginners. It covers basic spreadsheet operations, data analysis, and visualization. It good choice for those who want a structured approach to learning Google Sheets.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/59nay3/create
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Time
2 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Leah Louviere
Good to know
Develops core financial planning and management skills, which are widely applicable across industries
Taught by Leah Louviere, who has extensive experience in expense reporting and financial management
Offers a comprehensive study of expense reporting and financial management, providing learners with a strong foundation in these areas
It is unclear whether the course uses the latest versions of software
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