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Automating Financial Reporting In Excel Part Two: Self-Service Reporting

£28.86

This course includes lifetime access so you can complete it at your own speed. This course is designed for those interested to learn the basics of self-service reporting, as well as synchronizing financials, setting-up parameters and proofs in financial report modeling. Benefits of taking this course include: Unlimited and lifetime access to the course Learn the course at your own pace Course can be accessed on any platform 24/7 Customer support

SKU: 273786 Category:

Description

Accounting and finance_Accounting

Description

In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We have discussed in PART I on how to set up financial reports in EXCEL based on system-exported reports or data, and how to transcribe them into formal financial reports. We will dwell on the topic of integrating EXCEL with WORD and PowerPoint.

As well, we will learn advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. We will culminate by introducing 2 crucial elements in financial report modeling: Parameterizing and Proofing. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.

Prerequisites:

  • Automating Financial Reporting In Excel Part One: One-Click Reporting, or knowledge of EXCEL formulas (such as VLOOKUP, MATCH, INDEX), Pivot Table, and basic VBA coding

Learning Objectives:

  • Synchronize financials from EXCEL to WORD and PowerPoint
  • Set up Parameters and Proofs in financial report modeling
  • Build interactive dashboard with clickable buttons for detail drill-down

Automating Financial Reporting In Excel Part Two: Self-Service Reporting will cover the following topics:

Section 1 – Introduction

  • Introduction: Self-Service Reporting
  • Warming-up: Review of One-Click Reporting

Section 2 – Basic

  • TEXT Formula
  • TEXT Sample
  • CONCATENATE Formula
  • CONCATENATE Sample
  • CHAR Formula
  • CHAR Sample
  • IFERROR Sample
  • IFERROR Formula
  • OFFSET Sample
  • OFFSET Formula
  • Number Formatting Sample
  • Number Formatting Formula
  • Conditional Formatting Sample
  • Conditional Formatting Formula
  • Picture Lookup Formula
  • Picture Lookup Sample

Section 3 – Intermediate

  • Financial Modeling Essentials Part One
  • Financial Modeling Essentials Part Two
  • Financial Modeling Essentials Part Three

Section 4 – Advanced

  • Self-Service Reporting Formula
  • Self-Service Reporting Sample
  • Pivot Tables And Pivot Charts Formula
  • Pivot Tables And Pivot Charts Sample
  • Slicers And Timelines Formula
  • Slicers And Timeline Sample Part One
  • Slicers And Timeline Sample Part Two
  • Dashboard Cards Formula
  • Dashboard Cards Sample Part One
  • Dashboard Cards Sample Part Two
  • Dashboard Cards Sample Part Three
  • Dashboard Cards Sample Part Four
  • Automated Narratives Formula
  • Automated Narrative Sample Part One
  • Automated Narrative Sample Par Two

Section 5 – Summary

  • Summary Of Self-Service Reporting