Automated Financial Reporting In Excel: One-Click Reports

This course explores the ways of automating periodic financial reporting processes.

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Automated Financial Reporting In Excel: One-Click Reports

What You Will Learn!

Discover best practices in linking a financial statement to a system-generated report.
Recognize the differences between exact match and approximate match in lookup formulas.
Identify the best practice in building a Pivot Table.
Identify a dynamic formula used in referencing cell values in a Pivot Table.
Discover 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook.

Description

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

This leads to an introduction of Excel formulas, Pivot Tables, and simple VBA macros. Then we work with each formula to transcribe system-generated report or data into standard financial reports. This course serves as review for accounting and finance professionals who need to sharpen their Excel skills in automating monthly/quarterly/yearly financial reporting. An excellent course in how to automate Excel reports.

Although each course may be taken individually, this is part 1 of 3.

1. Automated Financial Reporting In Excel: One-Click Reports

2. Automated Financial Reporting In Excel: Self-Service Reports

3. Automated Financial Reporting In Excel: Integration