Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 13 ||| 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 2253 |
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 POWERPOINT. 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 POWRPOINT) 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 POWERPOINT. |
Usage Rank : | 10000 |
Release : | 2023 |
Version : | 1.0 |
Prerequisites : | Knowledge of intermediate EXCEL formulas (such as TEXT, CONCATENATE, CHAR), or the following Proformative course "Automating Financial Reporting in EXCEL (Part 2): Self-service Reporting for Executives (Video)" |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
The Importance of Excel in Business
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Advance Preparation : | Knowledge of intermediate EXCEL formulas (such as TEXT, CONCATENATE, CHAR), or the following Proformative course "Automating Financial Reporting in EXCEL (Part 2): Self-service Reporting for Executives (Video)" |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 26-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 - 2253 |
Keywords : | Computer Software & Applications, Automating, Financial, Reporting, EXCEL, Part3, Fully-Integrated, Annual, Filling, Board Book, Board, Deck, 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 3): Fully-Integrated Annual Filling, Board Book, and Board Deck Chapter 1 Review Questions |