Instructor for this course

In this course, we expand the topic of auto-updating narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of Excel with Microsoft Word and Microsoft Powerpoint. In Parts I and II, we have demonstrated how to set up automated financial reports in Excel and how to build interactive monthly/quarterly/yearly financial reports. In this course, we introduce some rarely used but most effective ways of automating financial documents (in Word) and presentations (in Powerpoint) by synchronizing them with financial reports (in Excel). Once synced, there is no need to manually update numbers and narratives over and over again. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building fully-integrated financial statements and presentations in Word and Powerpoint.

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 components in building integrated financial documents and presentations (tables, charts, and narratives);
  • Identify 3 essential formulas in designing automated narratives;
  • Explore methods in synchronizing numbers and narratives in financial documents in WORD with underlying financial statements in EXCEL;
  • Explore methods in synchronizing numbers and narratives in financial presentations in POWERPOINT with underlying financial statements in EXCEL;
  • Recognize ways of customizing charts in order to fit into reports.
Last updated/reviewed: May 16, 2022

6 Reviews (46 ratings)Reviews

Member's Profile
Good summarization of chart and table linking with word and powerpoint. Would have liked explanations around if you have to have files open to update or if they will update closed etc.
Anonymous Author
Good info on automating Word and Powerpoint with linking to Excel. For some reason though, my numbers did not update in Word when I make changes to the Excel file.
Member's Profile
I took this course before Part II. I will go back to it and get a firmer grasp on TEXT (), CHAR, and other notes.
Anonymous Author
Definitely interesting to learn how to link Excel to Powerpoint
Member's Profile
good course. basics of integrating excel, word, powerpoint
Member's Profile
i Like the work done


Course Complexity: Intermediate

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

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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 .
Course Syllabus
  2:17Introduction to Automating Financial Reporting Part lll
  2:30Refresher of Part II (Cont'd) TEXT ()
  1:59Refresher of Part II (Cont'd) CHAR (10)
  2:54Refresher of Part II (Cont'd) Number Formatting
  4:43Refresher of Part II (Cont'd) Automated Narratives
  6:45Charts and Basics
  16:39Integrating with Word (Advanced)
  5:36Integrating with POWERPOINT (Advanced)
  46:33Automating Financial Reporting Part lll
  PDFSlides: Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filling, Board Book, and Board Deck
  PDFAutomating Financial Reporting in EXCEL (Part III) Glossary/Index
  ZIPWork Books and Lesson Materials
  quizReview Questions
 examFinal Exam