Automating Financial Reporting in Excel (Part I): From Data to Report in One Click

Simpliv

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Online

£ 10 VAT inc.

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Description

  • Type

    Course

  • Methodology

    Online

  • Start date

    Different dates available

In this course we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We will start with a brief overview of the dilemmas facing accountants and analysts. From this we will discuss how we can set up financial reports in Excel based on accounting system export (direct report or financial data). This leads to an introduction of EXCEL formulas, Pivot Table, and simple VBA macro. Then we will work with each formula to transcribe system-generated report or data into standard financial reports. This course will serve as review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.Who this course is for:Anyone interested in finance, accounting, or related fields

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

Define best practice in linking a financial statement to a system-generated report
Distinguish between exact match and approximate match in lookup formulas
Identify the best practice in building a Pivot Table
Name a dynamic formula used in referencing cell values in a Pivot Table
Distinguish between 3 ways of assigning a macro – to a button, to a worksheet, or to a workbook

No Advanced Preparation or Prerequisites are needed for this course

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This centre's achievements

2021

All courses are up to date

The average rating is higher than 3.7

More than 50 reviews in the last 12 months

This centre has featured on Emagister for 4 years

Subjects

  • MS Excel
  • Financial Training
  • Export
  • Financial
  • Finance
  • Financial Reporting
  • Excel

Course programme

Introduction 5 lectures 08:05 Introduction to Automating Financial Reporting Part 1 Excel Features Excel in Financial Reporting Reporting Dilemmas: Generate report from accounting system Reporting Dilemmas: Generate report in Excel Introduction 5 lectures 08:05 Introduction to Automating Financial Reporting Part 1 Excel Features Excel in Financial Reporting Reporting Dilemmas: Generate report from accounting system Reporting Dilemmas: Generate report in Excel Introduction to Automating Financial Reporting Part 1 Introduction to Automating Financial Reporting Part 1 Introduction to Automating Financial Reporting Part 1 Introduction to Automating Financial Reporting Part 1 Excel Features Excel Features Excel Features Excel Features Excel in Financial Reporting Excel in Financial Reporting Excel in Financial Reporting Excel in Financial Reporting Reporting Dilemmas: Generate report from accounting system Reporting Dilemmas: Generate report from accounting system Reporting Dilemmas: Generate report from accounting system Reporting Dilemmas: Generate report from accounting system Reporting Dilemmas: Generate report in Excel Reporting Dilemmas: Generate report in Excel Reporting Dilemmas: Generate report in Excel Reporting Dilemmas: Generate report in Excel Basic Formulas 7 lectures 13:52 VLOOKUP() VLOOKUP() example 1 VLOOKUP() example 2 VLOOKUP() example 3 INDEX() & MATCH() INDEX() & MATCH() example 1 INDEX() & MATCH() example 2 Basic Formulas 7 lectures 13:52 VLOOKUP() VLOOKUP() example 1 VLOOKUP() example 2 VLOOKUP() example 3 INDEX() & MATCH() INDEX() & MATCH() example 1 INDEX() & MATCH() example 2 VLOOKUP() VLOOKUP() VLOOKUP() VLOOKUP() VLOOKUP() example 1 VLOOKUP() example 1 VLOOKUP() example 1 VLOOKUP() example 1 VLOOKUP() example 2 VLOOKUP() example 2 VLOOKUP() example 2 VLOOKUP() example 2 VLOOKUP() example 3 VLOOKUP() example 3 VLOOKUP() example 3 VLOOKUP() example 3 INDEX() & MATCH() INDEX() & MATCH() INDEX() & MATCH() INDEX() & MATCH() INDEX() & MATCH() example 1 INDEX() & MATCH() example 1 INDEX() & MATCH() example 1 INDEX() & MATCH() example 1 INDEX() & MATCH() example 2 INDEX() & MATCH() example 2 INDEX() & MATCH() example 2 INDEX() & MATCH() example 2 Pivot Table 3 lectures 04:38 Pivot Table Pivot Table example 1 Pivot Table example 2 Pivot Table 3 lectures 04:38 Pivot Table Pivot Table example 1 Pivot Table example 2 Pivot Table Pivot Table Pivot Table Pivot Table Pivot Table example 1 Pivot Table example 1 Pivot Table example 1 Pivot Table example 1 Pivot Table example 2 Pivot Table example 2 Pivot Table example 2 Pivot Table example 2 Simple Macro/VBA 5 lectures 07:59 Simple Macro/VBA Simple Macro/VBA example 1 Simple Macro/VBA example 2 Simple Macro/VBA example 3 Simple Macro/VBA example 4 Simple Macro/VBA 5 lectures 07:59 Simple Macro/VBA Simple Macro/VBA example 1 Simple Macro/VBA example 2 Simple Macro/VBA example 3 Simple Macro/VBA example 4 Simple Macro/VBA Simple Macro/VBA Simple Macro/VBA Simple Macro/VBA Simple Macro/VBA example 1 Simple Macro/VBA example 1 Simple Macro/VBA example 1 Simple Macro/VBA example 1 Simple Macro/VBA example 2 Simple Macro/VBA example 2 Simple Macro/VBA example 2 Simple Macro/VBA example 2 Simple Macro/VBA example 3 Simple Macro/VBA example 3 Simple Macro/VBA example 3 Simple Macro/VBA example 3 Simple Macro/VBA example 4 Simple Macro/VBA example 4 Simple Macro/VBA example 4 Simple Macro/VBA example 4 Road to "One-Click Reporting" 1 lecture 00:43 Road to "One-Click Reporting" Road to "One-Click Reporting" 1 lecture 00:43 Road to "One-Click Reporting" Road to "One-Click Reporting" Road to "One-Click Reporting" Road to "One-Click Reporting" Road to "One-Click Reporting" Intermediate Level 5 lectures 10:12 Export financial reports from accounting system part 1 Export financial reports from accounting system part 2 Export financial reports example 1 Export financial reports example 2 Export financial reports example 3 Intermediate Level Part 9 Advanced Level (Con't) Summary Advanced Level (Con't) Summary Advanced Level (Con't) Summary Advanced Level (Con't) Summary Summary 1 lecture 01:15 Summary - "One Click" Reporting Summary 1 lecture 01:15 Summary - "One Click" Reporting Summary - "One Click" Reporting Summary - "One Click" Reporting Summary - "One Click" Reporting Summary - "One Click" Reporting ...

Additional information

No Advanced Preparation or Prerequisites are needed for this course

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Automating Financial Reporting in Excel (Part I): From Data to Report in One Click

£ 10 VAT inc.

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