Automated Financial Reporting In Excel: Integration
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Automated Financial Reporting In Excel: Integration

This course expands the topic of auto-update narratives in financial reports to integration of Excel with Microsoft Word
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Created by Illumeo Learning
Last updated 8/2017
English
Current price: $10 Original price: $50 Discount: 80% off
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Includes:
  • 1.5 hours on-demand video
  • 3 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Identify key components in building integrated financial documents and presentations (tables, charts, and narratives);
  • Identify 3 essential formulas in designing automated narratives;
  • Explore methods in synchronizing numbers and narratives in financial documents in WORD with underlying financial statements in EXCEL;
  • Explore methods in synchronizing numbers and narratives in financial presentations in POWERPOINT with underlying financial statements in EXCEL;
  • Recognize ways of customizing charts in order to fit into reports.
View Curriculum
Requirements
  • No Advanced Preparation or Prerequisites are needed for this course.
  • Some Familiarity with Excel is required
  • Although each course may be taken individually, this is part 1 of 3. ​
Description

In this course, we expand the topic of auto-updating 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 how to set up automated financial reports in Excel and how to build interactive monthly/quarterly/yearly financial reports. In this course, we introduce some rarely used but most effective ways of automating financial documents (in Word) and presentations (in Powerpoint) by synchronizing them with financial reports (in Excel). Once synced, there is no need to manually update numbers and narratives over and over again. This course serves 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.

Although each course may be taken individually, this is part 1 of 3.  

1. Automated Financial Reporting In Excel: One-Click Reports

2. Automated Financial Reporting In Excel: Self-Service Reports

3. Automated Financial Reporting In Excel: Integration


Who is the target audience?
  • Anyone interested in finance, accounting, or related fields.
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Curriculum For This Course
13 Lectures
01:30:52
+
Introduction
10 Lectures 01:30:48





Charts and Basics
06:45

Integrating with Word (Advanced)
16:39

Integrating with POWERPOINT (Advanced)
05:36

Summary
00:49

Automating Financial Reporting Part lll Continuous Play
46:33
+
Supporting Materials
3 Lectures 00:04
Lesson Questions and Answers
00:01

Automating Financial Reporting in EXCEL (Part III) Glossary/Index
00:02

Work Books and Lesson Materials
00:01
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Review and Test
0 Lectures 00:00
Review Questions
3 questions

FINAL EXAM
5 questions
About the Instructor
Illumeo Learning
4.4 Average rating
300 Reviews
1,323 Students
234 Courses
Condensed and Efficient Courses for Busy Professionals

Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.

Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.

Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.