MOST POPULAR

Pivot Table Automation for P&L Reports

MC
Marcus ChenEx-Goldman Sachs Equity Desk
15 MIN VIDEO
DOWNLOADABLE VBA CODE
30-DAY GUARANTEE

Your Instructor
MC
Marcus Chen
Ex-Goldman Sachs Equity Desk

Marcus spent 7 years as an equity derivatives analyst at Goldman Sachs, where he built the P&L automation macros still used across the equities reporting team today. His workflow cut month-end close time from 4 hours to under 20 minutes for a 12-fund portfolio. He teaches the exact macros that run on Goldman desks — not textbook examples.

What You'll Learn

Concrete skills you can apply tomorrow morning

  • Write VBA that auto-refreshes all pivot tables across a 12-month P&L workbook with one click
  • Build dynamic named ranges that expand automatically as your data grows month over month
  • Implement error handling that catches broken source-data links before they corrupt your pivot cache
  • Create a 'Refresh All & Format' macro with Goldman-standard number formatting applied instantly
Course Format
15-minute focused video
Dense, no-filler instruction. Every minute teaches a skill you'll use.
Downloadable VBA source code
The exact .xlsm file used in the video. Open it, run it, adapt it.
Lifetime access
One purchase, permanent access. Re-watch whenever you need a refresher.
MOST POPULAR
⏱ 15 MIN
$29one-time
ENROLL NOWDOWNLOAD VBA CODE
30-day money-back guarantee

This course includes
  • 15-minute focused video
  • Downloadable VBA source code
  • Lifetime access