The course is presented in four parts.
First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:
o Reporting on screenshots
o Reporting on extracted “report” from the system
o Reporting on extracted “data” from the system
o Reporting using API connect to the system
Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:
o HTML report
o Extracted Excel report
o Attached Excel report
o Excel Interface for Planning Add-in, and
Last, we illustrate the top seven (7) features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:
o Easy Conversion
o Fully integrated
o Instant Update
o Robustness
Course Search Keywords
– API
– Adaptive Insights
– OfficeConnect
– Write-back
– HTML report
– Hyperlink
– Screenshot
– VBA
– Macro
– Robustness
– PivotTable
Prerequisites and Advanced Preparation
● Basic Excel knowledge
● Example: be able to open one Excel file and connect to external data files, etc.
Learning Objectives
● Understand key features of API reporting
● Discover 5 ways of reporting out of a financial system
● Differentiate between reporting based on “extracted” Excel report and “attached” Excel report
● Discover latest technology of “writing back” data from Excel into the System
● Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting
