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: January 22, 2023
49 Reviews (186 ratings)

Reviews

5
Anonymous Author
GREAT COURSE! Based on the available courses, this one is above and beyond. I learned so much and it is extremely valuable. I will go through this again for training - cannot say enough! It would be great to see if there is a better way to get through exported reports with ick formats .. but I think I will try a macro and see if that helps!

4
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.

5
Anonymous Author
Wow! Professor Wu - What a great course. I truly enjoyed this course how you built on from basic to advanced and yet kept the course easy to follow and comprehend. And this is my first course with you, I will definitely take more of your courses! Thank you

4
Anonymous Author
I liked that the instructor communicated clearly and didn't rush through instructions. Also appreciated the excel-skills spreadsheet. I was pleased course touched on Record Macro. I especially recommend if you prepare same reports on recurring basis.

4
Anonymous Author
This training was a refresher on some things but it did provide some new information on Power Queries and pivot tables that I didn't know. Overall I enjoyed the style and layout of the content within the training.

5
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!

5
Member's Profile
An effective and satisfactory course good for a surface-level understanding or general refresher on these more complex Excel functions, including discussion of some less utilized.

5
Anonymous Author
I liked the variety of tools shown in the course, and liked that multiple ways were shown, where available. The pace was comfortable and the examples were easy to follow.

5
Anonymous Author
Excel continues to be a very relevant tool for all clients of ours. I hope next year to be able to enhance my understanding of some of the concepts shared in this course.

5
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.

4
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.

4
Anonymous Author
I learned some new things. Already new some parts and other parts are not clear right away how I can apply it, but overall good ideas to make excel work faster.

5
Member's Profile
Covered a lot of Excel functionalities in a short period of time. Very easy to digest, with practical examples. Big fan of the Power Query after this course!

5
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

5
Anonymous Author
This couse really opened my eyes to the power of using macros and power queries to solve some of the most difficult problems we face as accountants.

4
Anonymous Author
There were some neat tricks covered in this course. But the instructor was too monotone for my liking and it made it difficult to pay attention.

5
Member's Profile
Data Consolidation using 4 different ways most interesting part and I would like to use power query to consolidate workbooks in my work.

5
Member's Profile
it is a really good introduction to some complex topic. the instructor is so far the best encountered in the platform for me

3
Anonymous Author
Good course, just thought its more for advanced and maybe intermediate. Felt like some steps were skipped during the course.

3
Member's Profile
Little more basic than I would have expected. I think the course is geared more towards beginners than advanced users.

5
Anonymous Author
Excellent course. Learn some very useful skills in Excel. There are many times saving techniques and skills shown course

4
Member's Profile
terrific course in demonstrating the power of excel . Looking forward to attending additional courses by the instructor

4
Anonymous Author
Everything thought on this course is very useful. Now I feel like I will become more efficient when dealing with work.

5
Member's Profile
This was overall really great. I would have left out the Power Query section as it didn't feel like it quite fit in.

5
Member's Profile
I enjoyed the formulas this course introduced. I like the excel macro part. The course is concise and informative.

4
Anonymous Author
It was a good reminder of the capabilities that can be used in Excel. Good teaching techniques and well presented.

5
Member's Profile
Learned several new excel features and plan to learn more about the power query in the separate course. Thank you.

5
Anonymous Author
during this program I enjoyed the in-depth discussions on the functionality and application of excel aspects.

5
Member's Profile
This was a good overview of data modeling & the progressive ways available in Excel of data consolidation.

5
Anonymous Author
Great course that gives a lot more insight in consolidating reports that other trainings have not covered

4
Anonymous Author
this course will save you hours of inefficient time formatting and analyzing data associated with tables

5
Member's Profile
The course is good and explained in a very nice manner. You can learn fast and with clear understanding

5
Member's Profile
Another amazing course of the spreadsheet Jedi Lenny Wu. Thanks for sharing your valuable knowledge!

4
Anonymous Author
As Instructor mentioned, course content is basic. Content and explanation are explained in detail.

5
Anonymous Author
Well worth the effort, especially for a longtime excel user not familiar with the newer features.

4
Member's Profile
Helpful reminders to remain proficient with excel and stay away from more manual bad habits.

5
Anonymous Author
Even though I've used Excel for years, Lenny taught me a handful of new tricks! Thank you!

5
Anonymous Author
This was a great course and pushed me to slicers. I like it a lot and would do it again.

5
Member's Profile
Great class! Can't wait to try the concepts. Thanks for the materials and the workbooks

4
Anonymous Author
This had information that was helpful and i learned new tricks. The slides were helpful.

5
Anonymous Author
The lecture is very clear and easy to follow! The skills taught are very helpful too!

4
Anonymous Author
I did not know much about Consolidation before. Thank you for this course!

5
Member's Profile
This course was an excellent introduction to new powerpoint functions.

5
Anonymous Author
Great information and a nice overview of some powerful excel tools.

5
Anonymous Author
Gives you better understanding of excel in a short amount of time!

5
Anonymous Author
Surprisingly useful even for people very experienced with Excel.

5
Member's Profile
Great step by step and clear instructions to useful functions.

5
Member's Profile
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5
Member's Profile
This was a great course. Very easy to understand and useful.

Prerequisites
Course Complexity: Intermediate

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

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Top 5 Excel Skills: From Excel Rookie to Excel Guru0:27
  Instructor Introduction1:32
  The Vicious Cycle and How to Break It1:32
  The Virtuous Cycle1:12
  Course Objectives1:30
SKILLS
  Skill 1: Dynamic Formulas9:46
  Skill 2: Beyond Formulas11:05
  Skill 3: The 5 Magic Pages in Modeling15:58
  Skill 4: Distribute Reports10:00
  Skill 5.1-Consolidate Reports: Basic, Intermediate, to Advanced2:26
  Skill 5.2-Consolidate Reports: Basic, Intermediate, to Advanced3:15
  Skill 5.3-Consolidate Reports: Basic, Intermediate, to Advanced2:47
  Skill 5.4-Consolidate Reports: Basic, Intermediate , to Advanced8:46
Wrap Up
  Takeaways0:36
  Next Course0:31
CONTINUOUS PLAY
  Top 5 Excel Skills: From Excel Rookie to Excel Guru1:11:19
SUPPORTING MATERIAL
  Slides: Top 5 Excel Skills: From Excel Rookie to Excel GuruPDF
  Workbook: Session 1 - Top 5 Excel Skills - PracticeXLSM
  Workbook: Session 1 - Top 5 Excel Skills - AnswerXLSM
  Top 5 Excel Skills: From Excel Rookie to Excel Guru Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam