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This course expands 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 discovered how to set up automated financial reports in Excel based on a system report or system data, and how to transcribe them into formal financial reports.

In this second course, we introduce some advanced Excel skills for building interactive dashboards with clickable buttons for detailed drill-down. In addition, we discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We culminate by introducing ways to auto-update narratives in financial reports. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building interactive monthly/quarterly/yearly financial reports.

Course Series

This course is included in the following series:

3 CoursesAutomate Excel

  1. Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
  2. Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
  3. Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck

Learning Objectives

  • Identify key elements in building an interactive dashboard in Excel with clickable buttons for detail drill-down
  • Recognize 3 elements that are essential in financial modeling
  • Identify basic components in building auto-updated narratives
  • Identify ways of setting up auto-updated pivot tables and pivot charts in the Dashboard
  • Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts

 

Last updated/reviewed: January 21, 2018

21 Reviews (71 ratings)Reviews

Anonymous Author
There are various tips that are helpful but it appears that some of the items discussed made the task longer than simplifying it. Also, for some of the selected topics, a longer time is needed.
Member's Profile
Good information. Would like to have more detail on slides so that can use later when setting up spreadsheets.
5
Member's Profile
Lots of great ideas for someone who is good at Excel but wants guidance on automated dashboard reporting.
5
Member's Profile
Great course! Learned new techniques in creating interactive dashboards.
5
Member's Profile
Even being a experient excel user I always learn with Lenny Wu courses.
5
Member's Profile
Excellent ideas. Now I just need to get this translated to PowerBI.
5
Anonymous Author
Very helpful. Learned many new techniques for building reports.
5
Anonymous Author
Very helpful tips that directly related to financial reporting
5
Member's Profile
I like more on setting up dashboards for financial reporting.
4
Member's Profile
The training delivery and materials are simple and clear.
4
Anonymous Author
The Course give you an excellence experience in Excel.
5
Anonymous Author
Great techniques and formulas in building dashboards.
4
Member's Profile
I learned new elements of dashboard reporting.
5
Anonymous Author
Great use of tools to automate report tasks
5
Member's Profile
Lots of good tips for automating reports
5
Anonymous Author
Crisp & Effective
5
Anonymous Author
Very informative.
Member's Profile
Good overview
4
Anonymous Author
Great course!
4
Anonymous Author
Good course
5
Anonymous Author
Excellent!

Prerequisites

Course Complexity: Advanced

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .

2 QuestionsCourse Questions and Answers

Member's Profile

Great course to see a lot of what can be done in Excel. May be a little too programmer oriented for most CPA practitioners.

Member's Profile

Lenny knows his stuff.

Course Syllabus
INTRODUCTION and OVERVIEW
  1:26Warming-up
Basic
  2:39Basic: CONCATENATE()
  3:16Basic: TEXT()
  2:26Basic: CHAR()
  2:11Basic: IFERROR()
  3:16Basic: OFFSET()
  3:05Basic: Number Formatting
  3:12Basic: Conditional Formatting
  4:27Basic: Picture Lookup
INTERMEDIATE
  4:38Intermediate: Financial Modeling Essentials
ADVANCED
  8:55Advanced: Road to “Self-Service Reporting; Pivot Tables & Pivot Charts
  5:41Advanced: Slicers and Timelines
  9:24Advanced: Dashboard Cards
  5:21Advanced: Automated Narratives
CONCLUSION
  0:57Summary – Self-Service Reporting
Continuous Play
  1:02:13EXCEL in Automated Financial Reporting: From Data to Report in ONE Click Part 2 Advanced
SUPPORTING MATERIALS
  PDFSlides: Self-Service Reporting for Executives
  PDFSelf-Service Reporting for Executives Glossary/Index
  XLSMPart II Workbook
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM