Automated Financial Reporting In Excel: Self-Service Reports

Course details

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