Automated Financial Reporting In Excel: Integration

Course details

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