Automated Financial Reporting In Excel: Self-Service Reports

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This course expands 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 discovered how to set up automated financial reports in Excel based on a system report or system data, and how to transcribe them into formal financial reports. In this second course, we introduce some advanced Excel skills for building interactive dashboards with clickable buttons for detailed drill-down. In addition, we discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We culminate by introducing ways to auto-update narratives in financial reports. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building interactive monthly/quarterly/yearly financial reports. Although each course may be taken individually, this is part 2 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 II): Self-Service Reporting for Executives . 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. However, it is recommended to take the other courses in the series prior to completing this one. Although each course may be taken individually, this is part 2 of 3. ​

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