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

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.
☆☆☆☆☆ /5
(0 reviews)
0 students
Created by
Lenny Wu

8.7

Classbaze Grade®

9.5

Freshness

N/A

Popularity

7.4

Material

Detailed Analysis »

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Platform: Simpliv Learning
Price: check current price
Video: 1h12m
Language: English
Next start: On Demand

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Classbaze Rating

Classbaze Grade®

8.7 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness

9.5 / 10
This course was last updated on 11/2020.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Popularity

We analyzed factors such as the rating and the ratio between the number of reviews and the number of students, which is a great signal of student commitment. If a course does not yet have a rating, we exclude Feedback Score from the overall CourseMarks Score.

New courses are hard to evaluate because there are no or just a few student ratings, but Student Feedback Score helps you find great courses even with fewer reviews.

Material

7.4 / 10
Video Score: 7.5 / 10
The course includes 1h12m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
The average video length is 4 hours 36 minutes of 923 Excel courses on Simpliv Learning.
Detail Score: 9.1 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Extra Content Score: 1.0 / 10

Tests, exercises, articles and other resources help students to better understand and deepen their understanding of the topic.

This course contains:

0 article.
0 resource.
0 exercise.
0 test.

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About this course

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About the course

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.

Basic knowledge
No Advanced Preparation or Prerequisites are needed for this course

What can you learn from this course?

What will you learn
✓ 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

What you need to start the course?

• No Advanced Preparation or Prerequisites are needed for this course

Who is this course is made for?

• Anyone interested in finance, accounting, or related fields

Are there coupons or discounts for Automating Financial Reporting in Excel (Part I): From Data to Report in One Click ? What is the current price?

The course costs $9.99. And currently there is a 80% discount on the original price of the course, which was $49.99. So you save $40 if you enroll the course now.
The average price is $17.3 of 923 Excel courses. So this course is -42% more expensive than the average Excel course on Simpliv Learning.

Will I be refunded if I'm not satisfied with the Automating Financial Reporting in Excel (Part I): From Data to Report in One Click course?

YES, Automating Financial Reporting in Excel (Part I): From Data to Report in One Click has a 20-day money back guarantee. The 20-day refund policy is designed to allow students to study without risk.

Are there any financial aid for this course?

Currently we could not find a scholarship for the Automating Financial Reporting in Excel (Part I): From Data to Report in One Click course, but there is a $40 discount from the original price ($49.99). So the current price is just $9.99.

Who will teach this course? Can I trust Lenny Wu?

Lenny Wu has created 5 courses that got 0 reviews which are generally positive. Lenny Wu has taught 0 students and received a average review out of 0 reviews. Depending on the information available, we think that Lenny Wu is an instructor that you can trust.

Learn everything about

Lenny Wu

MBA, CPA, CGA
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.

Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Xero Partner.

Lenny is a proponent for “One-click Reporting” for analysts and “Self-service Reporting” for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks.

Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant.
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Lenny Wu's full profile and courses »
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8.7

Classbaze Grade®

9.5

Freshness

N/A

Popularity

7.4

Material

Detailed Analysis »

Go to course »
Platform: Simpliv Learning
Price: check current price
Video: 1h12m
Language: English
Next start: On Demand

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