Automating Financial Reporting in Excel (Part I): From Data to Report in One Click

Features Includes:
  • Self-paced with Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App

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  • Author

    Lenny Wu

  • Categories

    Productive Expertise & Efficiency

  • Duration


  • 0 Students Enrolled


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, Pivot Table, and simple VBA macro. Then we will work with each formula to transcribe system-generated report or data into standard financial reports. This course will serve as review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.

Who this course is for:

Anyone interested in finance, accounting, or related fields

Basic knowledge
  • No Advanced Preparation or Prerequisites are needed for this course

What will you learn
  • Define best practice in linking a financial statement to a system-generated report
  • Distinguish between exact match and approximate match in lookup formulas
  • Identify the best practice in building a Pivot Table
  • Name a dynamic formula used in referencing cell values in a Pivot Table
  • Distinguish between 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook
Course Curriculum
Number of Lectures: 46 Total Duration: 01:12:29

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