Automated Financial Reporting In Excel: Integration

Note* This part of the course originally had a review of course 2 integrated into the video selection. We have since unpublished those review videos and left only the Videos for part 3 by popular demand. In this course, we expand the topic of auto-updating narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of Excel with Microsoft Word and Microsoft Powerpoint. In Parts I and II, we have demonstrated how to set up automated financial reports in Excel and how to build interactive monthly/quarterly/yearly financial reports. In this course, we introduce some rarely used but most effective ways of automating financial documents (in Word) and presentations (in Powerpoint) by synchronizing them with financial reports (in Excel). Once synced, there is no need to manually update numbers and narratives over and over again. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building fully-integrated financial statements and presentations in Word and Powerpoint. Although each course may be taken individually, this is part 3 of 3. 1. Automated Financial Reporting In Excel: One-Click Reports 2. Automated Financial Reporting In Excel: Self-Service Reports 3. Automated Financial Reporting In Excel: Integration If you would like Continuing Education Credit (e.g. CPE, CE, CPD, etc.) for this course, it is available if you take this course on the Illumeo dot com platform under course title: Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck . Illumeo is certified to provide CPE in over two dozen different professional certifications covering finance, accounting, treasury, internal audit, HR, and more. However, in order to receive CPE credit the courses must be taken on an ‘approved-by-the-governing-body’ CPE platform, and for over two dozen corporate professional certifications, that is the Illumeo platform. Go to Illumeo dot com to learn more.

Requirements No advanced preparation or prerequisites are needed for this course. Some familiarity with Excel is required. Although each course may be taken individually, this is part 3 of 3. ​