Instructor for this course
more

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.

Learning Objectives

  • Identify and understand key features of API reporting.
  • Discover 5 ways of reporting out of a financial system.
  • Explore and differentiate between reporting based on “extracted” Excel report and “attached” Excel report.
  • Discover latest technology of “writing back” data from Excel into the System.
  • Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting.
Last updated/reviewed: January 23, 2021

Prerequisites

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:38Introduction to Excel Magic 4: Ultimate API Reporting in Excel
  1:24Re-cap on System Data Reporting
  1:10Instructor Introduction
  1:26Comparison with Other Similar Courses
  0:38What You Will Get from This Course?
What is API reporting?
  1:13What is API reporting?
No. 1 - HTML Report
  1:12HTML Report - Part 1
  2:17HTML Report - Part 2
No. 2 - Extracted Excel Report
  0:46Extracted Excel Report - Part 1
  2:13Extracted Excel Report - Part 2
No. 3 - Attached Excel Report
  0:46Attached Excel Report - Part 1
  5:27Attached Excel Report - Part 2
  2:16Attached Excel Report - Part 3
No. 4 - Excel Interface for Planning Add-in
  0:37Excel Interface for Planning Add-in - Part 1
  2:51Excel Interface for Planning Add-in - Part 2
No. 5 - Office Connect Add-in
  0:55Office Connect Add-in - Part 1
Summary: 7 Features of API in Excel
  3:20Feature No. 1
  1:24Feature No. 2
  1:00Feature No. 3
  1:00Feature No. 4
  2:26Feature No. 5
  1:41Feature No. 6
  1:20Feature No. 7
CONCLUSION
  1:24Takeaways
  0:25Next Course and Q&A
CONTINUOUS PLAY
  39:49Excel Magic 4: Ultimate API Reporting in Excel
SUPPORTING MATERIAL
  PDFSlides: Excel Magic 4: Ultimate API Reporting in Excel
  PDFExcel Magic 4: Ultimate API Reporting in Excel Glossary/ Index
  XLXSWorkbook: Excel Magic 4: Ultimate API Reporting in Excel
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM