This course is designed for those interested to learn the basics of self-service reporting, as well as synchronizing financials, setting-up parameters and proofs in financial report modeling. Read more.
Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Anyone interested in finance, accounting or related fields.
What you’ll learn:
- Synchronize financials from EXCEL to WORD and PowerPoint
- Set up Parameters and Proofs in financial report modeling
- Build interactive dashboard with clickable buttons for detail drill-down
Requirements:
- Automating Financial Reporting In Excel Part One: One-Click Reporting, or knowledge of EXCEL formulas (such as VLOOKUP, MATCH, INDEX), Pivot Table, and basic VBA coding
In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We have discussed in PART I on how to set up financial reports in EXCEL based on system-exported reports or data, and how to transcribe them into formal financial reports. We will dwell on the topic of integrating EXCEL with WORD and PowerPoint.
As well, we will learn advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. We will culminate by introducing 2 crucial elements in financial report modeling: Parameterizing and Proofing. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.
Our Promise to You
By the end of this course, you will have learned about self-service reporting.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about the financial reporting in Excel.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction: Self-Service Reporting | 00:00:00 | ||
| Warming-up: Review of One-Click Reporting | 00:00:00 | ||
| Section 2 - Basic | |||
| TEXT() Formula | 00:00:00 | ||
| TEXT() Sample | 00:00:00 | ||
| CONCATENATE() Formula | 00:00:00 | ||
| CONCATENATE() Sample | 00:00:00 | ||
| CHAR() Formula | 00:00:00 | ||
| CHAR() Sample | 00:00:00 | ||
| IFERROR() Sample | 00:00:00 | ||
| IFERROR() Formula | 00:00:00 | ||
| OFFSET() Sample | 00:00:00 | ||
| OFFSET() Formula | 00:00:00 | ||
| Number Formatting Sample | 00:00:00 | ||
| Number Formatting Formula | 00:00:00 | ||
| Conditional Formatting Sample | 00:00:00 | ||
| Conditional Formatting Formula | 00:00:00 | ||
| Picture Lookup Formula | 00:00:00 | ||
| Picture Lookup Sample | 00:00:00 | ||
| Section 3 - Intermediate | |||
| Financial Modeling Essentials Part One | 00:00:00 | ||
| Financial Modeling Essentials Part Two | 00:00:00 | ||
| Financial Modeling Essentials Part Three | 00:00:00 | ||
| Section 4 - Advanced | |||
| Self-Service Reporting Formula | 00:00:00 | ||
| Self-Service Reporting Sample | 00:00:00 | ||
| Pivot Tables And Pivot Charts Formula | 00:00:00 | ||
| Pivot Tables And Pivot Charts Sample | 00:00:00 | ||
| Slicers And Timelines Formula | 00:00:00 | ||
| Slicers And Timeline Sample Part One | 00:00:00 | ||
| Slicers And Timeline Sample Part Two | 00:00:00 | ||
| Dashboard Cards Formula | 00:00:00 | ||
| Dashboard Cards Sample Part One | 00:00:00 | ||
| Dashboard Cards Sample Part Two | 00:00:00 | ||
| Dashboard Cards Sample Part Three | 00:00:00 | ||
| Dashboard Cards Sample Part Four | 00:00:00 | ||
| Automated Narratives Formula | 00:00:00 | ||
| Automated Narrative Sample Part One | 00:00:00 | ||
| Automated Narrative Sample Par Two | 00:00:00 | ||
| Section 5 - Summary | |||
| Summary Of Self-Service Reporting | 00:00:00 | ||
About This Course
Who this course is for:
- Anyone interested in finance, accounting or related fields.
What you’ll learn:
- Synchronize financials from EXCEL to WORD and PowerPoint
- Set up Parameters and Proofs in financial report modeling
- Build interactive dashboard with clickable buttons for detail drill-down
Requirements:
- Automating Financial Reporting In Excel Part One: One-Click Reporting, or knowledge of EXCEL formulas (such as VLOOKUP, MATCH, INDEX), Pivot Table, and basic VBA coding
In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We have discussed in PART I on how to set up financial reports in EXCEL based on system-exported reports or data, and how to transcribe them into formal financial reports. We will dwell on the topic of integrating EXCEL with WORD and PowerPoint.
As well, we will learn advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. We will culminate by introducing 2 crucial elements in financial report modeling: Parameterizing and Proofing. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.
Our Promise to You
By the end of this course, you will have learned about self-service reporting.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about the financial reporting in Excel.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction: Self-Service Reporting | 00:00:00 | ||
| Warming-up: Review of One-Click Reporting | 00:00:00 | ||
| Section 2 - Basic | |||
| TEXT() Formula | 00:00:00 | ||
| TEXT() Sample | 00:00:00 | ||
| CONCATENATE() Formula | 00:00:00 | ||
| CONCATENATE() Sample | 00:00:00 | ||
| CHAR() Formula | 00:00:00 | ||
| CHAR() Sample | 00:00:00 | ||
| IFERROR() Sample | 00:00:00 | ||
| IFERROR() Formula | 00:00:00 | ||
| OFFSET() Sample | 00:00:00 | ||
| OFFSET() Formula | 00:00:00 | ||
| Number Formatting Sample | 00:00:00 | ||
| Number Formatting Formula | 00:00:00 | ||
| Conditional Formatting Sample | 00:00:00 | ||
| Conditional Formatting Formula | 00:00:00 | ||
| Picture Lookup Formula | 00:00:00 | ||
| Picture Lookup Sample | 00:00:00 | ||
| Section 3 - Intermediate | |||
| Financial Modeling Essentials Part One | 00:00:00 | ||
| Financial Modeling Essentials Part Two | 00:00:00 | ||
| Financial Modeling Essentials Part Three | 00:00:00 | ||
| Section 4 - Advanced | |||
| Self-Service Reporting Formula | 00:00:00 | ||
| Self-Service Reporting Sample | 00:00:00 | ||
| Pivot Tables And Pivot Charts Formula | 00:00:00 | ||
| Pivot Tables And Pivot Charts Sample | 00:00:00 | ||
| Slicers And Timelines Formula | 00:00:00 | ||
| Slicers And Timeline Sample Part One | 00:00:00 | ||
| Slicers And Timeline Sample Part Two | 00:00:00 | ||
| Dashboard Cards Formula | 00:00:00 | ||
| Dashboard Cards Sample Part One | 00:00:00 | ||
| Dashboard Cards Sample Part Two | 00:00:00 | ||
| Dashboard Cards Sample Part Three | 00:00:00 | ||
| Dashboard Cards Sample Part Four | 00:00:00 | ||
| Automated Narratives Formula | 00:00:00 | ||
| Automated Narrative Sample Part One | 00:00:00 | ||
| Automated Narrative Sample Par Two | 00:00:00 | ||
| Section 5 - Summary | |||
| Summary Of Self-Service Reporting | 00:00:00 | ||
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