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
- Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
- Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
- 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
31 Reviews (107 ratings)
Prerequisites
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
Course Questions and Answers(2 Questions)
![Instructor for this course Instructor for this course](https://www.illumeo.com/sites/proformative.com/files/imagecache/user_image_large/pictures/picture-75269-1461117884.jpg)
Great course to see a lot of what can be done in Excel. May be a little too programmer oriented for most CPA practitioners.
Lenny knows his stuff.