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.
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Prerequisites
Basic Excel knowledge.
Example: be able to open one Excel file and connect to external data files, etc.
It is recommended to take other Excel Magic series courses by Lenny Wu.
Excel Magic 1: Building Dynamic Formulas
Excel Magic 2: Building Your Report Generation "Bot"
Excel Magic 3: Automating Data Entry with Data Feeds
Excel Magic 4: Ultimate API Reporting in Excel
Excel Magic 5: Building Interactive Budgeting Model in Excel
Excel Magic 6: Excel's 7 Languages
Excel Magic 7: Creating Excel Charts like a PRO
Excel Magic 8: Transforming a Pro-forma into a Dashboard
Excel Magic 9: Building a Project Tracking “Gantt” Chart
Education Provider Information
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