About This Course

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

This leads to an introduction of EXCEL formulas and Pivot Table. Then we will work with each formula to transcribe system-exported reports or data into formal financial reports. 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.

Learning Objectives:

  • Build report with EXCEL formulas such as VLOOKUP, MATCH, INDEX
  • Build Pivot Table
  • Model reports with GETPIVOTDATA;
  • Write basic VBA macro to automate the reporting processes to achieve “one-click reporting”

Our Promise to You

By the end of this course, you will have learned to automate financial reports.

30 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 one-click reporting.

Course Curriculum

Section 1 - Introduction To One-Click Reporting
Course Introduction 00:00:00
About This Course 00:00:00
Excel In Financial Reporting 00:00:00
Generate Report From Accounting System 00:00:00
Generate Report In Excel 00:00:00
Section 2 - Basic: VLOOKUP
Introduction – VLOOKUP 00:00:00
VLOOKUP Formula 00:00:00
VLOOKUP Example 00:00:00
VLOOKUP Limitations 00:00:00
Section 3 - Basic: INDEX And MATCH
Introduction – INDEX And MATCH 00:00:00
INDEX And MATCH Formula 00:00:00
INDEX And MATCH In Reporting 00:00:00
Section 4 - Basic: Pivot Table
Introduction – Pivot Table 00:00:00
Build A Pivot Table – Part 1 00:00:00
Build A Pivot Table – Part 2 00:00:00
Section 5 - Basic: Simple Macro Or Virtual Basic Application Or VBA
Introduction – Macro 00:00:00
Record A Macro 00:00:00
Run A Macro 00:00:00
Summary – Record And Run A Macro 00:00:00
Open VBA Language Program 00:00:00
Section 6 - Intermediate: Excel Modeling Based On Simple Reports - Simple Link
Introduction – Simple Link 00:00:00
Export Financial Reports From Accounting System 00:00:00
Section 7 - Intermediate: Excel Modeling Based On Simple Reports - Formula Link, Helper Column
Introduction – Formula Link 00:00:00
VLOOKUP To Set Up The Report 00:00:00
VLOOKUP Limitations 2 00:00:00
INDEX And MATCH Formula Link 00:00:00
Section 8 - Advanced: Excel Modeling Based On System Data - Parameters And Data Processing
Export Financial Data From Accounting System For Excel Report 00:00:00
Transform Data To Income Statement 00:00:00
Set Up Parameters Tab 00:00:00
Make Pivot Table Friendly Data For Data Processing 1 00:00:00
Make Pivot Table Friendly Data For Data Processing 2 00:00:00
Make Pivot Table Friendly Data For Data Processing 3 00:00:00
Make Pivot Table Friendly Data For Data Processing 4 00:00:00
Section 9 - Advanced: Pivot Table, GETPIVOTDATA
Introduction – Advanced Link 00:00:00
Generate The Pivot Table 00:00:00
GETPIVOTDATA 00:00:00
How GETPIVOTDATA Works 00:00:00
GETPIVOTDATA Formula Syntax 00:00:00
Parameterize The Formula 00:00:00
Section 10 - One-Click Reporting With VBA Macro
Introduction – One-Click Reporting With VBA Macro 00:00:00
Automate Refresh Of The Pivot Table 00:00:00
Worksheet Activated Macro 00:00:00
Workbook Activated Macro 00:00:00
Macro Recap 00:00:00
Section 11 - Conclusion
Summary – One-Click Reporting 00:00:00
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