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

This course expands on building automated AND interactive financial reports for report users.
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.
3 students enrolled
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:
  • 2 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 elements in building an interactive dashboard in Excel with clickable buttons for detail drill-down.
  • Recognize 3 elements that are essential in financial modeling.
  • Identify basic components in building auto-updated narratives.
  • Identify ways of setting up auto-updated pivot tables and pivot charts in the Dashboard.
  • Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts.
View Curriculum
Requirements
  • No advanced preparation or prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.
  • Although each course may be taken individually, this is part 2 of 3. ​
Description

This course expands the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated AND interactive financial reports for report users. In Part I, we discovered how to set up automated financial reports in Excel based on a system report or system data, and how to transcribe them into formal financial reports.

In this second course, we introduce some advanced Excel skills for building interactive dashboards with clickable buttons for detailed drill-down. In addition, we discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We culminate by introducing ways to auto-update narratives in financial reports. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building interactive monthly/quarterly/yearly financial reports.

Although each course may be taken individually, this is part 2 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
20 Lectures
02:04:34
+
Introduction
17 Lectures 02:04:31





Basic: IFERROR()
02:11

Basic: OFFSET()
03:16

Basic: Number Formatting
03:05

Basic: Conditional Formatting
03:12

Basic: Picture Lookup
04:27

Intermediate: Financial Modeling Essentials
04:38

Advanced: Road to “Self-Service Reporting; Pivot Tables & Pivot Charts
08:55

Advanced: Slicers and Timelines
05:41

Advanced: Dashboard Cards
09:24

Advanced: Automated Narratives
05:21

Summary – Self-Service Reporting
00:57

EXCEL in Automated Financial Reporting: From Data to Report in ONE Click Part 2
01:02:13
+
Supporting Materials
3 Lectures 00:03
Slides: Self-Service Reporting for Executives
00:01

Self-Service Reporting for Executives Glossary/Index
00:01

Part II Workbook
00:00
+
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
1,318 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.

Lenny Wu (Illumeo)
0.0 Average rating
0 Reviews
3 Students
2 Courses

Lenny is Management Reporting Analyst at Seaspan Ship Management Ltd., subsidiary of Seaspan Corporation (NYSE:SSW). Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.

Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Xero Partner.

Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks.

Lenny also acts as local CPA chapter board officer and volunteers for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant.

Experience

Management Reproting Analyst : Seaspan Ship Management Ltd - [2008 to Current]

 

Education

MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]