Automated Financial Reporting In Excel: One-Click Reports

Automated Financial Reporting In Excel: One-Click Reports, available at $54.99, has an average rating of 4.65, with 15 lectures, 2 quizzes, based on 48 reviews, and has 203 subscribers.

You will learn about Discover best practices in linking a financial statement to a system-generated report. Recognize the differences between exact match and approximate match in lookup formulas. Identify the best practice in building a Pivot Table. Identify a dynamic formula used in referencing cell values in a Pivot Table. Discover 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook. This course is ideal for individuals who are Anyone interested in finance, accounting or related fields. It is particularly useful for Anyone interested in finance, accounting or related fields.

Enroll now: Automated Financial Reporting In Excel: One-Click Reports

Summary

Title: Automated Financial Reporting In Excel: One-Click Reports

Price: $54.99

Average Rating: 4.65

Number of Lectures: 15

Number of Quizzes: 2

Number of Published Lectures: 15

Number of Published Quizzes: 2

Number of Curriculum Items: 17

Number of Published Curriculum Objects: 17

Original Price: $22.99

Quality Status: approved

Status: Live

What You Will Learn

Discover best practices in linking a financial statement to a system-generated report.
Recognize the differences between exact match and approximate match in lookup formulas.
Identify the best practice in building a Pivot Table.
Identify a dynamic formula used in referencing cell values in a Pivot Table.
Discover 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook.

Who Should Attend

Anyone interested in finance, accounting or related fields.

Target Audiences

Anyone interested in finance, accounting or related fields.

In this course we explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We start with a brief overview of the many data and reporting challenges facing accountants and analysts. From there we discuss how we can set up financial reports in Excel based on accounting system exports (direct reports or financial data).

This leads to an introduction of Excel formulas, Pivot Tables, and simple VBA macros. Then we work with each formula to transcribe system-generated report or data into standard financial reports. This course serves as review for accounting and finance professionals who need to sharpen their Excel skills in automating monthly/quarterly/yearly financial reporting. An excellent course in how to automate Excel reports.

Although each course may be taken individually, this is part 1 of 3. �

1. Automated Financial Reporting In Excel: One-Click Reports

2. Automated Financial Reporting In Excel: Self-Service Reports

3. Automated Financial Reporting In Excel: Integration

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction to One-click Reporting

Lecture 2: Basic: VLOOKUP()

Lecture 3: Basic: INDEX() & MATCH()

Lecture 4: Basic: Pivot Table

Lecture 5: Basic: Simple Macro/VBA

Lecture 6: Intermediate: Excel modeling based on system reports – Simple link

Lecture 7: Intermediate: Excel modeling based on system REPORTS – Formula link, Helper Colu

Lecture 8: Advanced: Excel modeling based on system DATA – Parameters

Lecture 9: Advanced: Excel modeling based on system DATA – Data Processing

Lecture 10: Advanced: Pivot Table, GETPIVOTDATA

Lecture 11: Advanced: VBA, Macro to achieve One-click Reporting

Lecture 12: Summary – One-click Reporting

Chapter 2: Supporting Materials

Lecture 1: Slides: From Data to Report in ONE Click

Lecture 2: From Data to Report in ONE Click Glossary/Index

Lecture 3: Part I Workbook

Chapter 3: Review and Test

Instructors

Illumeo Learning
Condensed and Efficient Courses for Busy Professionals
Lenny Wu (Illumeo)

Rating Distribution

1 stars: 2 votes
2 stars: 2 votes
3 stars: 8 votes
4 stars: 14 votes
5 stars: 22 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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