Automating Financial Reporting In Excel Part Three - Integration Of Excel, Word, And PPT
Skill Success
Summary
- Certificate of completion - Free
- Tutor is available to students
Overview
This course includes lifetime access so you can complete it at your own speed.
This course is designed for those interested to learn more about automating financial reports by integrating it through Excel, Word, and Powerpoint.
Benefits of taking this course include:
- Unlimited and lifetime access to the course
- Learn the course at your own pace
- Course can be accessed on any platform
- 24/7 Customer support
Course media
Description
In this course, we will expand the topic of auto-update narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of Excel with Word and Powerpoint. In parts I and II, we have demonstrated on how to set up automated financial reports in Excel and how to build interactive monthly/quarterly/yearly financial reports.
In this part, we will introduce some rarely-used but most effective way of automating financial documents and presentations by synchronizing them with financial reports. Once synched, there will be no need to manually update numbers and narratives over and over again. This course will serve 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.
Learning Objectives:
- Identify key components in building integrated financial documents and presentations (tables, charts, and narratives)
- List 3 essential formulas in designing automated narratives
- Name methods in synchronizing numbers and narratives in financial documents in WORD with underlying financial statements in EXCEL
- Name methods in synchronizing numbers and narratives in financial presentations in POWERPOINT with underlying financial statements in EXCEL
- Recognize ways of customizing charts in order to fit into reports
Automating Financial Reporting In Excel Part Three - Integration Of Excel, Word, And Powerpointwill cover the following topics:
Section 1 -About This Series And Introduction To Part Three
- Course Introduction
- Warming-up: Review Of One-Click Reporting
Section 2 - Refresher Units
- Concatenate
- Text
- Char (10)
- Number Formatting
- Automated Narratives
- Charts And Basics
Section 3 -Integration
- Integrating With Word
- Integrating With PowerPoint
Section 4 - Summary
- Course Summary
Who is this course for?
This course is designed for those interested to learn more about automating financial reports by integrating it through Excel, Word, and Powerpoint.
Requirements
Knowledge of intermediate EXCEL formulas (such as TEXT, CONCATENATE, CHAR), or the following Proformative course: Automating Financial Reporting In Excel Part Two: Self-Service Reporting
Career path
None
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Certificates
Certificate of completion
Digital certificate - Included
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This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
