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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
Excel Magic (Part 4): Ultimate API Reporting in Excel (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course focuses on advanced API reporting techniques in Excel, showing how to generate low maintenance, fully automated financial reports.

  • Reviews four reporting methods including screenshots, extracted reports, extracted data, and API connections.
  • Demonstrates all four reporting methodologies using a state of the art cloud planning software.
  • Covers HTML based reporting as one of the API connection techniques explored.
  • Worth 1.5 CPE credits in Computer Software and Applications as a self study video course on ultimate API reporting in Excel, requiring an 8 question final exam preceded by 5 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This course helps you understand key features of API reporting used to connect Excel with a financial system.

This course discovers several ways of reporting out of a financial system, including extracted and attached Excel reports.

This course discovers the latest technology for writing back data from Excel into the underlying system.

This Excel Magic Part 4 Ultimate API Reporting in Excel video course carries 1.5 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring an 8 question final exam preceded by 5 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

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:

10000

Release:

2024

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:

    08-Apr-2026

    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.

    Keywords:

    Excel Magic (Part 4): Ultimate API Reporting in Excel (Video) - CPE course for CPAs

    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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