1 CPE 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.
Course Series
This course is included in the following series:
3 CoursesAutomate Excel
- Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
- Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
- Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck
Learning Objectives
- Identify key elements in building an interactive dashboard in Excel with clickable buttons for detail drill-down
- Recognize 3 elements that are essential in financial modeling
- Identify basic components in building auto-updated narratives
- Identify ways of setting up auto-updated pivot tables and pivot charts in the Dashboard
- Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts
Last updated/reviewed: March 12, 2024
33 Reviews (111 ratings)
Reviews
Anonymous
(Accountant)
The courses is good, but definitely fast if you are not familiar w/ these formulas or excel. So, prerequisites should definitely have some Excel experience. I will have to review this much slower to be able to apply the knowledge provided and possibly research the formulas a lil more. Maybe the slides can provide a little more info on the formulas for the nonadvanced users. I am glad this part has the dashboard on the excel doc because it didn't on part 1. I like the dashboard a lot, hope I can create something like it. For a nonadvanced user, this course could use more time and with more time I am sure he would be able to fill in the gaps well.
Anonymous
(VP, Corporate Controller)
Finally a course for an advanced Excel user to truly take their skills to the next level. The course is fast paced which kept my attention and included excellent examples to support the topics. I will be utilizing these materials immediately in my job.
Anonymous
(Controller)
I have put together a Infographic slide that is the opening slide for our P&L reporting package. This would have been very helpful in simplifying the various charts in this infographic. Showing a linked image would have saved me time.
Anonymous
(Director)
There are various tips that are helpful but it appears that some of the items discussed made the task longer than simplifying it. Also, for some of the selected topics, a longer time is needed.
William Neighbour
(Sr Analyst at Express Seed Company)
This is really a refresher course where Lenny reviews prior courses but he puts it all together, showing how various features can be utilized to build a robust dashboard.
Dylan Spencer
(Controller at Red Leaf Advisors, LLC)
I work in Excel every day. I am thoroughly surprised that a course was actually able to provide useful tools and best practices. Great job!
Anonymous
(Accountant)
Excellent course with abundant useful information. Would lije to see a pdf version for easier reference and application in the workplace.
Anonymous
()
Great information. Learned several new tricks and techniques for creating interactive dashboards that can be used immediately.
Anonymous
(Controller)
This one was much more interesting than part 1. I almost skipped it but I'm glad I didn't. I learned several new tricks.
Cheryl Honeycutt
(Controller at MillerWeisbrod LLP)
Good information. Would like to have more detail on slides so that can use later when setting up spreadsheets.
John Noble
(Controller at eComEngine)
Lots of great ideas for someone who is good at Excel but wants guidance on automated dashboard reporting.
Margaret Winn
(Accounting Professional at .)
Very dated material. Parts were useful. But it talks about excel 2003 and 2007….
Anonymous
(Risk Management Analyst)
I really like this course! It was clear and encouraging to always do more.
Sheila Esposo
(NONE at NONE)
Great course! Learned new techniques in creating interactive dashboards.
Mucio Batista
(Treasury Lead at Ppro Financial Ltd)
Even being a experient excel user I always learn with Lenny Wu courses.
Anonymous
(CFO)
Great ideas and information on how to build an interactive dashboard.
Roger Luchtefeld
(Controller at Mueller Prost)
Excellent ideas. Now I just need to get this translated to PowerBI.
Anonymous
(Finance & Accounting Consultant)
Very helpful. Learned many new techniques for building reports.
Anonymous
(-)
Very helpful tips that directly related to financial reporting
Muriel Santos
(Senior General Ledger Accountant II at Netsuite Inc.)
I like more on setting up dashboards for financial reporting.
Anonymous
(Vice President of Finance)
Outstanding course! Learned a ton in a short amount of time.
Mutiu Bakare
(CFO at Afriland Properties PLC)
The training delivery and materials are simple and clear.
Anonymous
(Senior Internal Auditor)
The Course give you an excellence experience in Excel.
Anonymous
(Consultant)
Great techniques and formulas in building dashboards.
Andrew Fullmer
(CFO at Neumont College of Computer Science)
I learned new elements of dashboard reporting.
Anonymous
(None)
Great use of tools to automate report tasks
Chris Grimes
(Rules Master at Cisco)
Lots of good tips for automating reports
Anonymous
(Senior Financial Analyst)
Crisp & Effective
Anonymous
(None)
Very informative.
Tim Philips
(Controller at Self)
Good overview
Anonymous
(President)
Great course!
Anonymous
(Senior Lean Development Officer)
Good course
Anonymous
(Controller)
Excellent!
Prerequisites
Course Complexity: Advanced
No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers(2 Questions)
Lenny WuManagement Reporting Analyst, Seaspan Ship Management
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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Great course to see a lot of what can be done in Excel. May be a little too programmer oriented for most CPA practitioners.
Lenny knows his stuff.