Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 39 ||| Review Questions: 3 ||| Final Exam Questions: 5 |
CPE Credits : | 1.0 |
IRS Credits : | 0 |
Price : | $14.95 |
Passing Score : | 70% |
Course Type: | Video - NASBA QAS - NASBA Registry |
Technical Designation: | NonTechnical |
Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 2252 |
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 report 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 review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting. |
Usage Rank : | 10000 |
Release : | 2023 |
Version : | 1.0 |
Prerequisites : | Part 1 of this Course - Automating Financial Reporting in EXCEL (Part 1): From Data to Report in ONE Click (Video), or knowledge of EXCEL formulas such as VLOOKUP, MATCH, INDEX, Pivot Table, and basic VBA coding. |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
The Importance of Excel in Business
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Advance Preparation : | Part 1 of this Course - Automating Financial Reporting in EXCEL (Part 1): From Data to Report in ONE Click (Video), or knowledge of EXCEL formulas such as VLOOKUP, MATCH, INDEX, Pivot Table, and basic VBA coding. |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 25-Mar-2024 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | Video - NASBA QAS - NASBA Registry - 2252 |
Keywords : | Computer Software & Applications, Automating, Financial, Reporting, EXCEL, Part2, Self-service, Reporting, Executives, Video, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives After this course, you will be able to:
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Course Contents : | Chapter 1 - Automating Financial Reporting in EXCEL (Part 2): Self-service Reporting for Executives Chapter 1 Review Questions Glossary/Index |