Instructor for this course

The course is presented as a case study course.

First, we start from building a short version Profit & Loss report based on system data. In this case, we teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we deploy some advanced formulas that make the report dynamic.

Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill can differentiate rookies and gurus.

Third, we fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check.

Fourth, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA (Visual Basic Application).

Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We teach methods at all levels: basic, intermediate and advanced.

Course Key Concept: VBA, Pivot table, Consolidate, Dynamic formulas, Dashboard, Validation.

Learning Objectives

  • Recognize importance of building robust models by using dynamic formulas instead of hard-links.
  • Discover benefits of using Pivot Tables in financial modeling.
  • Identify 5 crucial elements in financial modeling.
  • Discover how to build your own “robot” generating set reports by using macro.
  • Explore multiple ways of consolidating financial reports: from basic, to intermediate to advanced methods.
Last updated/reviewed: November 15, 2020

13 Reviews (41 ratings)Reviews

Member's Profile
The course is good and explained in a very nice manner. You can learn fast and with clear understanding
Member's Profile
Great step by step and clear instructions to useful functions.
Member's Profile
The macros were a good introduction for someone who has never used them to see how powerful they can be in mass reporting. Getting briefly into the coding behind it when that was not the true takeaway of this course was a bit too much information as I got too focused on seeing the code rather than the purpose of the actual code.
Anonymous Author
Really enjoyed the professor's energy and the way the material was presented overall! Content was also really good and some other clever extra tips were provided as well! Would highly recommend this course!
Member's Profile
Lenny - thank you so much for the course. The examples were amazing. Your patience with explaining is praise worthy. I look forward to take your more courses.
Member's Profile
Overall, pretty good course but sometimes he spoke & drove through certain points a little too quickly. Other than that I thought this course was really helpful.
Member's Profile
super course with a lot of new stuff that can be very useful if properly used. many ways to consolidate faster and be more flexible, be faster and wiser
Member's Profile
Another amazing course of the spreadsheet Jedi Lenny Wu. Thanks for sharing your valuable knowledge!
Anonymous Author
I did not know much about Consolidation before. Thank you for this course!
Anonymous Author
Great information and a nice overview of some powerful excel tools.
Anonymous Author
Gives you better understanding of excel in a short amount of time!
Member's Profile
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Member's Profile
This was a great course. Very easy to understand and useful.


Course Complexity: Intermediate

Basic Excel knowledge; be able to open one Excel file and add a new sheet, etc.

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
  0:27Introduction to Top 5 Excel Skills: From Excel Rookie to Excel Guru
  1:32Instructor Introduction
  1:32The Vicious Cycle and How to Break It
  1:12The Virtuous Cycle
  1:30Course Objectives
  9:46Skill 1: Dynamic Formulas
  11:05Skill 2: Beyond Formulas
  15:58Skill 3: The 5 Magic Pages in Modeling
  10:00Skill 4: Distribute Reports
  2:26Skill 5.1-Consolidate Reports: Basic, Intermediate, to Advanced
  3:15Skill 5.2-Consolidate Reports: Basic, Intermediate, to Advanced
  2:47Skill 5.3-Consolidate Reports: Basic, Intermediate, to Advanced
  8:46Skill 5.4-Consolidate Reports: Basic, Intermediate , to Advanced
Wrap Up
  0:31Next Course
  1:11:19Top 5 Excel Skills: From Excel Rookie to Excel Guru
  PDFSlides: Top 5 Excel Skills: From Excel Rookie to Excel Guru
  XLSMWorkbook: Session 1 - Top 5 Excel Skills - Practice
  XLSMWorkbook: Session 1 - Top 5 Excel Skills - Answer
  PDFTop 5 Excel Skills: From Excel Rookie to Excel Guru Glossary/ Index