The course is presented in three parts:

First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:

  • Reporting on screenshots
  • Reporting on extracted “report” from the system
  • Reporting on extracted “data” from the system
  • Reporting using API connect to the system

Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:

  • HTML report
  • Extracted Excel report
  • Attached Excel report
  • Excel Interface for Planning Add-in, and

Last, we illustrate the top seven (7) features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:

  • Easy Conversion
  • Fully integrated
  • Instant Update
  • Robustness

Course Key Concepts: API, Adaptive Insights, OfficeConnect, Write-back, HTML report, Hyperlink, Screenshot, VBA, Macro, Robustness, PivotTable.

Learning Objectives
  • Identify and understand key features of API reporting.
  • Discover 5 ways of reporting out of a financial system.
  • Explore and differentiate between reporting based on “extracted” Excel report and “attached” Excel report.
  • Discover latest technology of “writing back” data from Excel into the System.
  • Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting.
Last updated/reviewed: March 21, 2024
4 Reviews (19 ratings)

Reviews

2
Anonymous Author
Lenny is awesome. Unfortunately, this course is heavily geared toward users of Adaptive Planning and much of the content is not relevant if you do not use Adaptive Planning. This should have been clear in the learning objectives.
5
Anonymous Author
This was a very good overview of API reporting in Excel. The class goes over the pros and cons of different API reporting methods. It's a very broad overview, but nice examples are included.
5
Anonymous Author
Looking for a course on Office Connect for a long time. Happy to see author explaining Office connect elements, refresh. Refresher program for me on Office Connect.
3
Anonymous Author
Not as much detail as some of the other courses in the series. Still useful overview of certain features in Excel and financial reporting systems.
Prerequisites
Course Complexity: Foundational

Basic Excel knowledge.
Example: be able to open one Excel file and connect to external data files, etc.
It is recommended to take other Excel Magic series courses by Lenny Wu.
Excel Magic 1: Building Dynamic Formulas
Excel Magic 2: Building Your Report Generation "Bot"
Excel Magic 3: Automating Data Entry with Data Feeds
Excel Magic 4: Ultimate API Reporting in Excel
Excel Magic 5: Building Interactive Budgeting Model in Excel
Excel Magic 6: Excel's 7 Languages
Excel Magic 7: Creating Excel Charts like a PRO
Excel Magic 8: Transforming a Pro-forma into a Dashboard
Excel Magic 9: Building a Project Tracking “Gantt” Chart

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 Excel Magic 4: Ultimate API Reporting in Excel0:38
  Re-cap on System Data Reporting1:24
  Instructor Introduction 1:10
  Comparison with Other Similar Courses 1:26
  What You Will Get from This Course? 0:38
What is API reporting?
  What is API reporting?1:13
No. 1 - HTML Report
  HTML Report - Part 11:12
  HTML Report - Part 22:17
No. 2 - Extracted Excel Report
  Extracted Excel Report - Part 10:46
  Extracted Excel Report - Part 22:13
No. 3 - Attached Excel Report
  Attached Excel Report - Part 10:46
  Attached Excel Report - Part 25:27
  Attached Excel Report - Part 32:16
No. 4 - Excel Interface for Planning Add-in
  Excel Interface for Planning Add-in - Part 10:37
  Excel Interface for Planning Add-in - Part 22:51
No. 5 - Office Connect Add-in
  Office Connect Add-in - Part 10:55
Summary: 7 Features of API in Excel
  Feature No. 13:20
  Feature No. 21:24
  Feature No. 31:00
  Feature No. 41:00
  Feature No. 52:26
  Feature No. 61:41
  Feature No. 71:20
CONCLUSION
  Takeaways1:24
  Next Course and Q&A0:25
CONTINUOUS PLAY
  Excel Magic 4: Ultimate API Reporting in Excel39:49
SUPPORTING MATERIAL
  Slides: Excel Magic 4: Ultimate API Reporting in ExcelPDF
  Excel Magic 4: Ultimate API Reporting in Excel Glossary/ IndexPDF
  Workbook: Excel Magic 4: Ultimate API Reporting in ExcelXLXS
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam