Description
The course is presented in three parts:
First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:
- Reporting on screenshots
- Reporting on extracted “report” from the system
- Reporting on extracted “data” from the system
- Reporting using API connect to the system
Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:
- HTML report
- Extracted Excel report
- Attached Excel report
- Excel Interface for Planning Add-in, and
Last, we illustrate the top seven (7) features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:
- Easy Conversion
- Fully integrated
- Instant Update
- Robustness
Course Key Concepts: API, Adaptive Insights, OfficeConnect, Write-back, HTML report, Hyperlink, Screenshot, VBA, Macro, Robustness, PivotTable.
