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.

Course Series

This course is included in the following series:

3 CoursesAutomate Excel

  1. Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
  2. Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
  3. Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck
Learning Objectives
  • Identify key components in building integrated financial documents and presentations (tables, charts, and narratives);
  • Identify 3 essential formulas in designing automated narratives;
  • Explore methods in synchronizing numbers and narratives in financial documents in WORD with underlying financial statements in EXCEL;
  • Explore 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.
Last updated/reviewed: March 8, 2024
10 Reviews (58 ratings)

Reviews

5
Anonymous Author
Enjoyed learning how to link to PowerPoint and Word. It'd be great to learn how people link from their financial systems to Excel, but I can just do an internet search for a quick answer, I am sure. The prereq should state some knowledge of Excel is required. Someone that doesn't know any Excel and probably has no exposure to formulas, would be lost in this series. These are good tools to get me started. Thank you!
4
Member's Profile
Good summarization of chart and table linking with word and powerpoint. Would have liked explanations around if you have to have files open to update or if they will update closed etc.
4
Anonymous Author
Good info on automating Word and Powerpoint with linking to Excel. For some reason though, my numbers did not update in Word when I make changes to the Excel file.
5
Member's Profile
I took this course before Part II. I will go back to it and get a firmer grasp on TEXT (), CHAR, and other notes.
5
Anonymous Author
Excellent course with relevant information. Would like to see a printed version for which I would happily purchase.
5
Member's Profile
Lenny Wu writes the most useful content with clear examples and great source materials. More Lenny Wu!
5
Anonymous Author
Very good overview and refresher. Appreciated following along with examples and workbook materials
4
Anonymous Author
Definitely interesting to learn how to link Excel to Powerpoint
4
Member's Profile
good course. basics of integrating excel, word, powerpoint
5
Member's Profile
i Like the work done
Prerequisites
Course Complexity: Intermediate

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 .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Automating Financial Reporting Part lll2:17
REFRESHER
  Refresher of Part II (Cont'd) TEXT ()2:30
  Refresher of Part II (Cont'd) CHAR (10)1:59
  Refresher of Part II (Cont'd) Number Formatting2:54
  Refresher of Part II (Cont'd) Automated Narratives4:43
  Charts and Basics6:45
ADVANCED
  Integrating with Word (Advanced)16:39
  Integrating with POWERPOINT (Advanced)5:36
CONCLUSION
  Summary0:49
CONTINUOUS PLAY
  Automating Financial Reporting Part lll 46:33
SUPPORTING MATERIALS
  Slides: Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filling, Board Book, and Board DeckPDF
  Automating Financial Reporting in EXCEL (Part III) Glossary/IndexPDF
  Work Books and Lesson MaterialsZIP
REVIEW AND TEST
  Review Questions quiz
 Final Examexam