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

This course explores the ways of automating periodic financial reporting processes.
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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
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • 3 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Discover best practices in linking a financial statement to a system-generated report;
  • Recognize the differences between exact match and approximate match in lookup formulas;
  • Identify the best practice in building a Pivot Table;
  • Identify a dynamic formula used in referencing cell values in a Pivot Table;
  • Discover 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook.
View Curriculum
Requirements
  • No Advanced Preparation or Prerequisites are needed for this course.
  • Some experience with Excel is helpful.
  • Although each course may be taken individually, this is part 1 of 3.
Description

In this course we explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We start with a brief overview of the many data and reporting challenges facing accountants and analysts. From there we discuss how we can set up financial reports in Excel based on accounting system exports (direct reports or financial data).

This leads to an introduction of Excel formulas, Pivot Tables, and simple VBA macros. Then we work with each formula to transcribe system-generated report or data into standard financial reports. This course serves as review for accounting and finance professionals who need to sharpen their Excel skills in automating monthly/quarterly/yearly financial reporting. An excellent course in how to automate Excel reports.

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
Compare to Other Excel Courses
Curriculum For This Course
16 Lectures
01:09:49
+
Introduction
13 Lectures 01:09:44


Basic: INDEX() & MATCH()
07:34

Basic: Pivot Table
04:36

Basic: Simple Macro/VBA
07:52

Intermediate: Excel modeling based on system reports – Simple link
02:06

Intermediate: Excel modeling based on system REPORTS – Formula link, Helper Colu
08:48

Advanced: Excel modeling based on system DATA – Parameters
01:10

Advanced: Excel modeling based on system DATA – Data Processing
08:45

Advanced: Pivot Table, GETPIVOTDATA
09:05

Advanced: VBA, Macro to achieve One-click Reporting
04:22

Summary - One-click Reporting
01:16

Automating Financial Reporting in EXCEL (Part I) Continuous Play
Processing..
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Supporting Materials
3 Lectures 00:04
Slides: From Data to Report in ONE Click
00:02

From Data to Report in ONE Click Glossary/Index
00:02

Part I Workbook
00:00
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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
315 Reviews
1,355 Students
242 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.