The Evolution of a Great Spreadsheet Report
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The Evolution of a Great Spreadsheet Report

This course helps you develop spreadsheet reports that tell a story and increase impact for the corporate audience.
New
5.0 (1 rating)
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.
1 student enrolled
Last updated 8/2017
English
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Current price: $10 Original price: $50 Discount: 80% off
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Includes:
  • 2 hours on-demand video
  • 2 Articles
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Apply the same skills normally associated with effective writing and speaking to designing a report that contains principally quantitative information
  • Use ratios, key indicators, and other metrics to enhance the meaning of the raw numbers in your report
  • Use spreadsheet text effects and artwork to make your quantitative information visually appealing and organized for intuitive audience comprehension
View Curriculum
Requirements
  • Exposure to corporate accounting and reporting would be helpful.
Description

The most important skill needed to develop a great spreadsheet report is not numbers wizardry, nor accounting and finance experience, nor technical Excel expertise – it’s the ability to tell a story.   In that sense, it’s similar to the skills that lead to effective writing and eloquent speaking.  This course takes a unique perspective toward the development of reports that are delivering quantitative information, by emphasizing the same approach to spreadsheets that one would use to draft and edit an important memo or position paper.

Who is the target audience?
  • Anyone interested in finance, accounting, excel, or related fields.
Compare to Other Excel Courses
Curriculum For This Course
11 Lectures
01:49:06
+
Introduction
9 Lectures 01:49:04


Simple Examples of Good and Bad Report Design
07:08

Deep Dive #1 – Setting the Stage; Professional Appearance
06:57

Deep Dive #2 – Less Is More; Helping the Reader Connect
08:03

Deep Dive #3 – Key Questions to Answer; Using Ratios and Other Metrics; Adding M
10:31

Tips & Tricks for Faster, More Efficient Work
06:36

Conclusion
03:08

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Supporting Materials
2 Lectures 00:01
Slides: Great Spreadsheet
00:00

Great Spreadsheet Glossary/Index
00:00
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Review and Test
0 Lectures 00:00

Review Questions: The Evolution of a Great Spreadsheet Report - How to Effectively Present Numbers in the Business World

Review Questions
3 questions

FINAL EXAM: The Evolution of a Great Spreadsheet Report - How to Effectively Present Numbers in the Business World

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.

Randall Bolten (Illumeo)
5.0 Average rating
3 Reviews
3 Students
2 Courses

An accomplished executive who has directed the financial operations of public companies and startups, and interacted with many boards of directors and investors, Randall Bolten is the author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You." Passionate about the importance of presenting financial and other numerical information cogently and effectively, Bolten provides professional training to the corporate finance community to help design clear, concise and innovative reporting packages, compensation plans aligned with performance and objectives, manage equity incentive plans for maximum benefit and impact, develop innovative pricing models, handle investor relations effectively, enable effective cross-function collaboration, especially with sales, and fully understand revenue recognition, stock option accounting and other GAAP issues.

Experience

Author, "Painting with Numbers" - [2009-01 to Current]

CEO : Lucidity - [2007-01 to Current]

CFO : Arcot Systems - [2006-01 to 2007-09]

CFO : Phoenix Technologies - [2003-06 to 2006-01]

CFO : BroadVision - [1995-08 to 2001-08]

CFO : BioCAD - [1992-06 to 1994-08]

VP Finance : Teknekron - [1990-09 to 1992-06]

CFO : Bowers Imaging Technogies - [1989-09 to 1990-08]

Controller : Oracle - [1986-08 to 1989-04]

Division Controller : Tandem Computers - [1979-07 to 1986-08]

Education

MBA, business : Stanford Graduate School of Business (at Stanford University ) - [1975 to 1977]

AB, Economics : Princeton University - [1970 to 1975]