This course is designed for those interested to learn more about Excel in automated reporting, understand the idea of API reporting and learn how to generate low-maintenance fully-automated financial reports. 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 who wants to advance their Excel knowledge
- Anyone who wants to increase their productivity by cutting down lengthy reporting processes
What you’ll learn:
- Understand key features of API reporting
- Discover 5 ways of reporting out of a financial system
- Differentiate between reporting based on “extracted” Excel report and “attached” Excel report
- Discover latest technology of “writing back” data from Excel into the system
- Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting
Requirements:
- Basic Excel knowledge, example, be able to open one Excel file and connect to external data files, etc.
The course is presented in four parts.
First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:
- Reporting on screenshots
- Reporting on extracted “report” from the system
- Reporting on extracted “data” from the system
- Reporting using API connect to the system
Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:
- HTML report
- Extracted Excel report
- Attached Excel report
- Excel Interface for Planning Add-in
Last, we illustrate the top 7 features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:
- Easy Conversion
- Fully Integrated
- Instant Update
- Robustness
Our Promise to You
By the end of this course, you will have learned API reporting in Excel.
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 automated reporting in Excel.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction | 00:00:00 | ||
| Re-Cap On System Data Reporting | 00:00:00 | ||
| Instructor | 00:00:00 | ||
| Other Similar Courses | 00:00:00 | ||
| What You Will Get From This Course? | 00:00:00 | ||
| Source Files | 00:00:00 | ||
| Quiz And Exam | 00:00:00 | ||
| Section 2 - What Is API Reporting? | |||
| What Is API Reporting? | 00:00:00 | ||
| Section 3 - HTML Report | |||
| HTML Report - Part 1 | 00:00:00 | ||
| HTML Report - Part 2 | 00:00:00 | ||
| Section 4 - Extracted Excel Report | |||
| Extracted Excel Report - Part 1 | 00:00:00 | ||
| Extracted Excel Report - Part 2 | 00:00:00 | ||
| Section 5 - Attached Excel Report | |||
| Attached Excel Report - Part 1 | 00:00:00 | ||
| Attached Excel Report - Part 2 | 00:00:00 | ||
| Attached Excel Report - Part 3 | 00:00:00 | ||
| Section 6 - Excel Interface For Planning Add-In | |||
| Excel Interface For Planning Add-In - Part 1 | 00:00:00 | ||
| Excel Interface For Planning Add-In - Part 2 | 00:00:00 | ||
| Section 7 - OfficeConnect Add-In | |||
| OfficeConnect Add-In - Part 1 | 00:00:00 | ||
| Section 8 - Summary: 7 Features Of API In Excel | |||
| Feature No. 1 | 00:00:00 | ||
| Feature No. 2 | 00:00:00 | ||
| Feature No. 3 | 00:00:00 | ||
| Feature No. 4 | 00:00:00 | ||
| Feature No. 5 | 00:00:00 | ||
| Feature No. 6 | 00:00:00 | ||
| Feature No. 7 | 00:00:00 | ||
| Section 9 - Conclusion | |||
| Takeaways | 00:00:00 | ||
| Next Course | 00:00:00 | ||
About This Course
Who this course is for:
- Anyone who wants to advance their Excel knowledge
- Anyone who wants to increase their productivity by cutting down lengthy reporting processes
What you’ll learn:
- Understand key features of API reporting
- Discover 5 ways of reporting out of a financial system
- Differentiate between reporting based on “extracted” Excel report and “attached” Excel report
- Discover latest technology of “writing back” data from Excel into the system
- Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting
Requirements:
- Basic Excel knowledge, example, be able to open one Excel file and connect to external data files, etc.
The course is presented in four parts.
First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:
- Reporting on screenshots
- Reporting on extracted “report” from the system
- Reporting on extracted “data” from the system
- Reporting using API connect to the system
Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:
- HTML report
- Extracted Excel report
- Attached Excel report
- Excel Interface for Planning Add-in
Last, we illustrate the top 7 features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:
- Easy Conversion
- Fully Integrated
- Instant Update
- Robustness
Our Promise to You
By the end of this course, you will have learned API reporting in Excel.
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 automated reporting in Excel.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction | 00:00:00 | ||
| Re-Cap On System Data Reporting | 00:00:00 | ||
| Instructor | 00:00:00 | ||
| Other Similar Courses | 00:00:00 | ||
| What You Will Get From This Course? | 00:00:00 | ||
| Source Files | 00:00:00 | ||
| Quiz And Exam | 00:00:00 | ||
| Section 2 - What Is API Reporting? | |||
| What Is API Reporting? | 00:00:00 | ||
| Section 3 - HTML Report | |||
| HTML Report - Part 1 | 00:00:00 | ||
| HTML Report - Part 2 | 00:00:00 | ||
| Section 4 - Extracted Excel Report | |||
| Extracted Excel Report - Part 1 | 00:00:00 | ||
| Extracted Excel Report - Part 2 | 00:00:00 | ||
| Section 5 - Attached Excel Report | |||
| Attached Excel Report - Part 1 | 00:00:00 | ||
| Attached Excel Report - Part 2 | 00:00:00 | ||
| Attached Excel Report - Part 3 | 00:00:00 | ||
| Section 6 - Excel Interface For Planning Add-In | |||
| Excel Interface For Planning Add-In - Part 1 | 00:00:00 | ||
| Excel Interface For Planning Add-In - Part 2 | 00:00:00 | ||
| Section 7 - OfficeConnect Add-In | |||
| OfficeConnect Add-In - Part 1 | 00:00:00 | ||
| Section 8 - Summary: 7 Features Of API In Excel | |||
| Feature No. 1 | 00:00:00 | ||
| Feature No. 2 | 00:00:00 | ||
| Feature No. 3 | 00:00:00 | ||
| Feature No. 4 | 00:00:00 | ||
| Feature No. 5 | 00:00:00 | ||
| Feature No. 6 | 00:00:00 | ||
| Feature No. 7 | 00:00:00 | ||
| Section 9 - Conclusion | |||
| Takeaways | 00:00:00 | ||
| Next Course | 00:00:00 | ||
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