Automating Financial Reporting in EXCEL (Part 2): Self-service Reporting for Executives (Video) (Course Id 2252)

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.

Course Learning Objectives

• Identify key elements in building interactive dashboard with clickable buttons for detail drill-down;
• List 3 elements in essntial 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.