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: May 13, 2022

2 Reviews (8 ratings)Reviews

5
Anonymous Author
This was a very good overview of API reporting in Excel. The class goes over the pros and cons of different API reporting methods. It's a very broad overview, but nice examples are included.
3
Anonymous Author
Not as much detail as some of the other courses in the series. Still useful overview of certain features in Excel and financial reporting systems.

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