Excel Magic (Part 4): Ultimate API Reporting in Excel (Video) (Course Id 2219)

• Who is this course for?
  This course is for CPAs, accountants, and other professionals who need Continuing Professional Education (CPE) and have basic Excel skills, especially those interested in enhancing their reporting capabilities using Excel and API integration.

• What is this course about or what problem does this course solve?
  This course focuses on advanced API reporting techniques in Excel, showing how to generate low-maintenance, fully-automated financial reports using various methodologies, including API connections to financial systems.

• How can the knowledge from this course be used?
  Participants can apply the knowledge to streamline their financial reporting processes by utilizing Excel’s API add-in capabilities, enabling automated and integrated data reporting solutions.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips financial professionals with practical tools for automating financial reports, improving efficiency, and reducing manual errors, which are crucial for maintaining accuracy and productivity in reporting tasks.

• When is this course relevant or timely?
  Released in 2023 and revised in January 2024, the course is timely for professionals adopting modern Excel features and cloud planning software in their current reporting workflows.

• How is a course like this consumed or used?
  This is a self-study, video-based course available online through the NASBA QAS Registry, completed by reviewing materials, answering review questions, and passing a final exam with a score of 70% or higher.

The course is presented in four parts.

First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:

• Reporting on screenshots
• Reporting on extracted “report” from the system
• Reporting on extracted “data” from the system
• Reporting using API connect to the system

Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:

•  HTML report
• Extracted Excel report
• Attached Excel report
• Excel Interface for Planning Add-in, and

Last, we illustrate the top seven (7) features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:

• Easy Conversion
• Fully integrated
• Instant Update
• Robustness

Video - NASBA QAS - NASBA Registry - 2219

Course Learning Objectives

• Understand key features of API reporting
• Discover 5 ways of reporting out of a financial system
• Differentiate between reporting based on "extracted" Excel report and “attached” Excel report
• Discover latest technology of "writing back" data from Excel into the System
• Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting

Chapter 1 - Excel Magic (Part 4): Ultimate API Reporting in Excel

Chapter 1 Review Questions

Glossary/Index