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Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives

Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives


This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building interactive monthly/quarterly/yearly financial reports.

Overview

Description
In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated and interactive financial reports for report users. In PART I, we have dwelled on how to set up automated financial reports in EXCEL based on system report or system data, and how to transcribe them into formal financial reports. In this part, we will introduce some advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. As well, we will discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We will culminate by introducing ways of auto-update narratives in financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building interactive monthly/quarterly/yearly financial reports.


Basic knowledge
Knowledge of advanced EXCEL formulas (such as VLOOKUP, INDEX, MATCH, GETPIVOTDATA), Pivot Table, and basic VBA coding, or the following Proformative course
Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click

Course Information

Knowledge of advanced EXCEL formulas (such as VLOOKUP, INDEX, MATCH, GETPIVOTDATA), Pivot Table, and basic VBA coding, or the following Proformative course
Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click

What will you learn
Identify key elements in building interactive dashboard with clickable buttons for detail drill-down
List 3 elements in essential financial modeling
Identify basic components in building auto-updated narratives
Name ways of setting up auto-updated pivot table and pivot chart in the Dashboard
Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts

Anyone interested in finance, accounting or related fields

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Course Specifications

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Adult education is the non-credential activity of gaining skills and improved education. 

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Course duration is 24 hours.

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