Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives

Simpliv

Course

Online

£ 10 VAT inc.

The best Excel courses

See all

See all

Description

  • Type

    Course

  • Methodology

    Online

  • Start date

    Different dates available

In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated and interactive financial reports for report users. In PART I, we have dwelled on how to set up automated financial reports in EXCEL based on system report or system data, and how to transcribe them into formal financial reports. In this part, we will introduce some advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. As well, we will discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We will culminate by introducing ways of auto-update narratives in financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building interactive monthly/quarterly/yearly financial reports.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

Identify key elements in building interactive dashboard with clickable buttons for detail drill-down
List 3 elements in essential financial modeling
Identify basic components in building auto-updated narratives
Name ways of setting up auto-updated pivot table and pivot chart in the Dashboard
Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts

Anyone interested in finance, accounting or related fields

Questions & Answers

Add your question

Our advisors and other users will be able to reply to you

Who would you like to address this question to?

Fill in your details to get a reply

We will only publish your name and question

Reviews

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
  • Financial
  • Finance
  • Financial Reporting
  • Excel

Course programme

Introduction 2 lectures 02:44 Introduction to Self-Service Reporting for Executives Warming-up Introduction 2 lectures 02:44 Introduction to Self-Service Reporting for Executives Warming-up Introduction to Self-Service Reporting for Executives Introduction to Self-Service Reporting for Executives Introduction to Self-Service Reporting for Executives Introduction to Self-Service Reporting for Executives Warming-up Warming-up Warming-up Warming-up Basic Formulas 16 lectures 24:31 CONCATENATE() CONCATENATE() example TEXT() TEXT() example CHAR() CHAR() example IFERROR() IFERROR() example OFFSET() OFFSET() example Number Formatting Number Formatting example Conditional Formatting Conditional Formatting example Picture Lookup Picture Lookup example Basic Formulas 16 lectures 24:31 CONCATENATE() CONCATENATE() example TEXT() TEXT() example CHAR() CHAR() example IFERROR() IFERROR() example OFFSET() OFFSET() example Number Formatting Number Formatting example Conditional Formatting Conditional Formatting example Picture Lookup Picture Lookup example CONCATENATE() CONCATENATE() CONCATENATE() CONCATENATE() CONCATENATE() example CONCATENATE() example CONCATENATE() example CONCATENATE() example TEXT() TEXT() TEXT() TEXT() TEXT() example TEXT() example TEXT() example TEXT() example CHAR() CHAR() CHAR() CHAR() CHAR() example CHAR() example CHAR() example CHAR() example IFERROR() IFERROR() IFERROR() IFERROR() IFERROR() example IFERROR() example IFERROR() example IFERROR() example OFFSET() OFFSET() OFFSET() OFFSET() OFFSET() example OFFSET() example OFFSET() example OFFSET() example Number Formatting Number Formatting Number Formatting Number Formatting Number Formatting example Number Formatting example Number Formatting example Number Formatting example Conditional Formatting Conditional Formatting Conditional Formatting Conditional Formatting Conditional Formatting example Conditional Formatting example Conditional Formatting example Conditional Formatting example Picture Lookup Picture Lookup Picture Lookup Picture Lookup Picture Lookup example Picture Lookup example Picture Lookup example Picture Lookup example Intermediate Financial Modeling Essentials 3 lectures 04:37 Parameters Tab Validation Tab Read Me Tab Intermediate Financial Modeling Essentials 3 lectures 04:37 Parameters Tab Validation Tab Read Me Tab Parameters Tab Parameters Tab Parameters Tab Parameters Tab Validation Tab Validation Tab Validation Tab Validation Tab Read Me Tab Read Me Tab Read Me Tab Read Me Tab Interactive Dashboard 12 lectures 23:59 Pivot Tables Pivot Tables example Pivot Charts Pivot Charts example Slicers and Timelines Slicers example Timers example Dashboard Cards Dashboard Cards example 1 Dashboard Cards example 2 Dashboard Cards example 3 Dashboard Cards example 4 Interactive Dashboard

Additional information

Knowledge of advanced EXCEL formulas (such as VLOOKUP, INDEX, MATCH, GETPIVOTDATA), Pivot Table, and basic VBA coding, or the following Proformative course Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click

See related categories

Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives

£ 10 VAT inc.

The best Excel courses

See all

See all