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Automating Financial Reporting In EXCEL (Part III): Fully-Integrated Annual Filling, Board Book, And

Automating Financial Reporting In EXCEL (Part III): Fully-Integrated Annual Filling, Board Book, And

In this course we will expand the topic of auto-update narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of EXCEL with Microsoft WORD and Microsoft POWER POINT.

Overview

Description
In this course we will expand the topic of auto-update narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of EXCEL with Microsoft WORD and Microsoft POWER POINT. In PARTS I and II, we have demonstrated on how to set up automated financial reports in EXCEL and how to build interactive monthly/quarterly/yearly financial reports. In this part, we will introduce some rarely-used but most effective way of automating financial documents (in WORD) and presentations (in PINPOINT) by synchronizing them with financial reports (in EXCEL). Once synched, there will be no need to manually update numbers and narratives over and over again. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building fully-integrated financial statements and presentations in WORD and POWER POINT.

Basic knowledge
Knowledge of intermediate EXCEL formulas (such as TEXT, CONCATENATE, CHAR), or the following Proformative course
Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives

Course Information

Knowledge of intermediate EXCEL formulas (such as TEXT, CONCATENATE, CHAR), or the following Proformative course
Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives

Identify key components in building integrated financial documents and presentations (tables, charts, and narratives)
List 3 essential formulas in designing automated narratives
Name methods in synchronizing numbers and narratives in financial documents in WORD with underlying financial statements in EXCEL
Name methods in synchronizing numbers and narratives in financial presentations in POWER POINT with underlying financial statements in EXCEL
Recognize ways of customizing charts in order to fit into reports

Who this course is for:
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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A short course is a learning programme that gives you combined content or specific skills training in a short period of time. Short courses often lean towards the more practical side of things and have less theory than a university course – this gives you a more hands-on experience within your field of interest.

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Course duration is 24 hours.

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