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

QAS / Registry
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Author : Lenny Wu, CPA, CGA, MBA
Course Length : Pages: 26 ||| Review Questions: 5 ||| Final Exam Questions: 8
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
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 2219

Description :

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
Usage Rank : 13333
Release : 2023
Version : 1.0
Prerequisites :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Experience Level : Overview
    Additional Contents : Complete, no additional material needed.
    Additional Links :
    Advance Preparation :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Delivery Method : QAS Self Study
    Intended Participants : Anyone needing Continuing Professional Education (CPE).
    Revision Date : 30-Jan-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 - 2219

    Keywords : Computer Software & Applications, Excel, Magic, Part4, Ultimate, API, Reporting, Excel, Video, cpe, cpa, online course
    Learning Objectives :

    Course Learning Objectives

    After this course, you will be able to:
    • 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

    Course Contents :

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

    Chapter 1 Review Questions

    Glossary/Index

    Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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