In this course we explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We start with a brief overview of the many data and reporting challenges facing accountants and analysts. From there we discuss how we can set up financial reports in Excel based on accounting system exports (direct reports or financial data).
This leads to an introduction of Excel formulas, Pivot Tables, and simple VBA macros. Then we work with each formula to transcribe system-generated report or data into standard financial reports. This course serves as review for accounting and finance professionals who need to sharpen their Excel skills in automating monthly/quarterly/yearly financial reporting. An excellent course in how to automate Excel 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
- Discover best practices in linking a financial statement to a system-generated report;
- Recognize the differences between exact match and approximate match in lookup formulas;
- Identify the best practice in building a Pivot Table;
- Identify a dynamic formula used in referencing cell values in a Pivot Table;
- Discover 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook.
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Prerequisites
No Advanced Preparation or Prerequisites are needed for this course.
Do you recommend using named data ranges when doing these types of models.
Thanks for the question, Ted.
Named ranges are better than regular reference of rows/columns, while Tables, with features of names and ranges, work better than named ranges, in my opinion.
Lenny