Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives

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 expand the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated and interactive financial reports for report users. In PART I, we have dwelled on how to set up automated financial reports in EXCEL based on system report or system data, and how to transcribe them into formal financial reports. In this part, we will introduce some advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. As well, we will discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We will culminate by introducing ways of auto-update narratives in financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building interactive monthly/quarterly/yearly financial reports.

Who this course is for:

  • Anyone interested in finance, accounting or related fields

Basic knowledge
  • Knowledge of advanced EXCEL formulas (such as VLOOKUP, INDEX, MATCH, GETPIVOTDATA), Pivot Table, and basic VBA coding, or the following Proformative course
  • Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click

What will you learn
  • Identify key elements in building interactive dashboard with clickable buttons for detail drill-down
  • List 3 elements in essential financial modeling
  • Identify basic components in building auto-updated narratives
  • Name ways of setting up auto-updated pivot table and pivot chart in the Dashboard
  • Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts

Course Curriculum
Number of Lectures: 38 Total Duration: 01:02:12

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