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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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