1.5 CPE The course is presented as a case study course.
First, we start from building a short version Profit & Loss report based on system data. In this case, we teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we deploy some advanced formulas that make the report dynamic.
Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill can differentiate rookies and gurus.
Third, we fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check.
Fourth, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA (Visual Basic Application).
Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We teach methods at all levels: basic, intermediate and advanced.
Course Key Concept: VBA, Pivot table, Consolidate, Dynamic formulas, Dashboard, Validation.
Learning Objectives
- Recognize importance of building robust models by using dynamic formulas instead of hard-links.
- Discover benefits of using Pivot Tables in financial modeling.
- Identify 5 crucial elements in financial modeling.
- Discover how to build your own “robot” generating set reports by using macro.
- Explore multiple ways of consolidating financial reports: from basic, to intermediate to advanced methods.
Last updated/reviewed: March 15, 2024
77 Reviews (301 ratings)
Reviews
Lucas Kysely
( at Edcetera)
Solid course. Like how instructor touches on more advanced subjects to let us know what’s out there
Anonymous
(CPA)
GREAT COURSE! Based on the available courses, this one is above and beyond. I learned so much and it is extremely valuable. I will go through this again for training - cannot say enough!
It would be great to see if there is a better way to get through exported reports with ick formats .. but I think I will try a macro and see if that helps!
Harris Kirson
(Senior Analyst at ACG Professionals)
The macros were a good introduction for someone who has never used them to see how powerful they can be in mass reporting. Getting briefly into the coding behind it when that was not the true takeaway of this course was a bit too much information as I got too focused on seeing the code rather than the purpose of the actual code.
Anonymous
(CPA)
This was a very thorough yet straightforward introduction to higher-level Excel concepts. The course will only give a basic understanding of using tools like Power Query and VBA Macros, so further courses should be explored to gain more proficiency in these areas.
Anonymous
(Operations Controller)
Lenny is so informative and easy to listen to. He explains things in a way that is easy to understand. I find his methods to be useful and can't wait to try to do these techniques on my own. I will definitely listen to more courses from Lenny - he is GREAT!
Anonymous
(Snr Accounting Consultant, CPA)
Wow! Professor Wu - What a great course. I truly enjoyed this course how you built on from basic to advanced and yet kept the course easy to follow and comprehend. And this is my first course with you, I will definitely take more of your courses! Thank you
Anonymous
(Senior Accounts Payable Representative)
I liked that the instructor communicated clearly and didn't rush through instructions. Also appreciated the excel-skills spreadsheet. I was pleased course touched on Record Macro.
I especially recommend if you prepare same reports on recurring basis.
Anonymous
(Inventory Accounting Manager)
This training was a refresher on some things but it did provide some new information on Power Queries and pivot tables that I didn't know. Overall I enjoyed the style and layout of the content within the training.
Anonymous
(Internal Audit Manager)
Really enjoyed the professor's energy and the way the material was presented overall! Content was also really good and some other clever extra tips were provided as well! Would highly recommend this course!
Anonymous
(CFO)
Very helpful information. I use excel everyday so I wasn’t sure what i would learn, but inlearned a lot. So much of excel that I’m not using. I’m excited to try what I’ve learned in the real world.
Anonymous
()
The course provided a good general overview of several excel functions, several of which I was not aware of. I am looking forward to learning more from this instructor about other excel related topics.
Anonymous
()
very helpful review of macros and other related material to excel. Very helpful to see all things tuaght in one workbook with the same set of data throughout. Would recommend this course.
Anonymous
(Plant Controller)
Very informative and learned quite a few tricks and shortcut keys. Very knowledgeable instructor. Good overall training. I like how everything broke down and short videos for each section
Justin Arthur
(Accounts Payable Specialist at Charter Communications)
An effective and satisfactory course good for a surface-level understanding or general refresher on these more complex Excel functions, including discussion of some less utilized.
Anonymous
()
I liked the variety of tools shown in the course, and liked that multiple ways were shown, where available. The pace was comfortable and the examples were easy to follow.
Anonymous
(Finance Consultant)
Excel continues to be a very relevant tool for all clients of ours. I hope next year to be able to enhance my understanding of some of the concepts shared in this course.
Radhesh Pradhan
(Accounting Manager at DGN Technologies Inc)
Lenny - thank you so much for the course. The examples were amazing. Your patience with explaining is praise worthy. I look forward to take your more courses.
Dylan Weaver
(AP Specialist - Payments Team at Charter Communications)
Overall, pretty good course but sometimes he spoke & drove through certain points a little too quickly. Other than that I thought this course was really helpful.
Anonymous
(Accountant)
I learned some new things. Already new some parts and other parts are not clear right away how I can apply it, but overall good ideas to make excel work faster.
David Lugviel
(Senior AR Rep at Yelp)
Covered a lot of Excel functionalities in a short period of time. Very easy to digest, with practical examples. Big fan of the Power Query after this course!
John Ball
(controller at CPP)
super course with a lot of new stuff that can be very useful if properly used. many ways to consolidate faster and be more flexible, be faster and wiser
Anonymous
()
This couse really opened my eyes to the power of using macros and power queries to solve some of the most difficult problems we face as accountants.
Anonymous
(CPA)
Great info. Something everyone should review or learn. Great refresher with some new stuff form.
Looking forward to more courses from Lenny Wu.
Inna Shmukler
(Controller at Fornetix LLC)
It is OK course, but would not recommend it: it jumps from quite an easy staff to the very advanced (changing the code) without much in between.
Anonymous
(Account Payable Specialist)
There were some neat tricks covered in this course. But the instructor was too monotone for my liking and it made it difficult to pay attention.
Anonymous
()
A macro in Excel is a list of subroutines or instructions. It will tell
Excel to perform the instructions step by step to the data you specify.
Anonymous
()
I thought there were good tips, but just seeing it without actually doing it makes it hard to comprehend.
Took much longer than 1.5 hours.
Jatin Talreja
(Financial Accounting Consultant at Wells Fargo)
Data Consolidation using 4 different ways most interesting part and I would like to use power query to consolidate workbooks in my work.
Anonymous
(Auditor)
Really good course, but I was not able to do certain actions as the instructions stated. Excel was not cooperating with all the steps.
Anonymous
()
Very practical tips to help you become a more efficient Excel user for your benefit and the benefit of those who use your spreadsheets.
Anonymous
(Accountant)
Instructor was easy to follow and understand. The course material was applicable to my every day tasks and had several takeaways.
Anonymous
(Senior Associate)
Great course, very stimulating, learned a lot, and got to practice a bunch of new skills: macros, consolidation, and lots more.
julien MAES
(Finacial manager at Osf Digital)
it is a really good introduction to some complex topic. the instructor is so far the best encountered in the platform for me
Anonymous
(Senior Accountant)
Easy to follows steps in using the the 5 excel skills. Can see immediate application to my reports. Great & useful course.
Anonymous
(GL Manager)
Good course, just thought its more for advanced and maybe intermediate. Felt like some steps were skipped during the course.
Thomas Simkiss
(Director of Cloud Solutions at Creoal Consulting)
Little more basic than I would have expected. I think the course is geared more towards beginners than advanced users.
Anonymous
(CSR)
Excellent course. Learn some very useful skills in Excel. There are many times saving techniques and skills shown course
Mark Quinn
(CFO at AlkemyX)
terrific course in demonstrating the power of excel . Looking forward to attending additional courses by the instructor
Anonymous
(Auditor)
Everything thought on this course is very useful. Now I feel like I will become more efficient when dealing with work.
Rachel Montoya
(CFO at Community Solutions)
This was overall really great. I would have left out the Power Query section as it didn't feel like it quite fit in.
JIN ZOU
(Senior Accountant at STS Traders)
I enjoyed the formulas this course introduced. I like the excel macro part. The course is concise and informative.
Anonymous
(Corporate Controller)
It was a good reminder of the capabilities that can be used in Excel. Good teaching techniques and well presented.
Diane Johnson
( at Archaea Energy)
Learned several new excel features and plan to learn more about the power query in the separate course. Thank you.
TOMOAKI TOGO
( at Canadian Solar Japan)
I use excel everyday but always use same techniques to do operations, sometime good to look for new ways to do
Anonymous
(Senior Accountant)
during this program I enjoyed the in-depth discussions on the functionality and application of excel aspects.
Beverly Allgood
(Revenue Agent at Department of the Treasury)
This was a good overview of data modeling & the progressive ways available in Excel of data consolidation.
Anonymous
(Senior Controller)
Great course that gives a lot more insight in consolidating reports that other trainings have not covered
Anonymous
(Owner)
this course will save you hours of inefficient time formatting and analyzing data associated with tables
Abhiraj Gupta
(Financial Analyst at Osf Digital)
The course is good and explained in a very nice manner. You can learn fast and with clear understanding
Mucio Batista
(Treasury Lead at Ppro Financial Ltd)
Another amazing course of the spreadsheet Jedi Lenny Wu. Thanks for sharing your valuable knowledge!
Anonymous
(Senior Financial Analyst)
As Instructor mentioned, course content is basic. Content and explanation are explained in detail.
Anonymous
(Reinsurance Accounting Manager)
Great Excel course! Very useful skills are presented to apply to the daily accounting operations.
Anonymous
(Chief Financial Officer)
Well worth the effort, especially for a longtime excel user not familiar with the newer features.
Ryan Haug
(Compass Consultant at Salo LLC)
Helpful reminders to remain proficient with excel and stay away from more manual bad habits.
Anonymous
(Senior Bookkeeper)
i liked it, I learned new things on using the excel that I can use at work in making reports
Anonymous
(Consultant)
Even though I've used Excel for years, Lenny taught me a handful of new tricks! Thank you!
Katherine Dorshimer
(Accountant II at MSU)
I liked how you had circles on the items you clicked on when demonstrating "vlookup", etc.
Anonymous
(Senior Financial Analyst)
This was a great course and pushed me to slicers. I like it a lot and would do it again.
Sandra Heelan
(CPA, CFE, MBA at None)
Great class! Can't wait to try the concepts. Thanks for the materials and the workbooks
Anonymous
()
This had information that was helpful and i learned new tricks. The slides were helpful.
Anonymous
(Senior Accountant)
This was a great course!
Anonymous
()
The lecture is very clear and easy to follow! The skills taught are very helpful too!
Anonymous
()
Information was presented in a thorough, concise, and easy to understand format.
Brenda Stewart
(Accountant at Novelis)
The things I learned in this class will be very useful in my day-to-day work.
Anonymous
(Sr Accountant Lead)
Great course for learning SUMIFS formulas & Pivot Table and a whole lot more!
Anonymous
(Accountant)
I did not know much about Consolidation before. Thank you for this course!
John Morgan
(Compass Consultant at Salo LLC)
This course was an excellent introduction to new powerpoint functions.
Shane Hartnett-Beasley
(seeking opportunities at Seeking new opportunities)
Good refresher and great update on new features. I enjoyed this course.
Anonymous
(Tax manager)
Very good lessons! it is very useful. I highly recommend this lessons.
Anonymous
(Accountant)
Excellent course! Looking forward to applying these skills in my job.
Anonymous
(CFO)
Great information and a nice overview of some powerful excel tools.
Anonymous
(Accounting Manager)
Gives you better understanding of excel in a short amount of time!
Anonymous
(Controller)
Surprisingly useful even for people very experienced with Excel.
Mary Ventura
(Bonding Manager at FBM)
Great step by step and clear instructions to useful functions.
Wendy Wendy
(VP Finance and Accounting at Goodwill Industries)
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Kellie Meisenheimer
(Junior Collector at Yelp)
This was a great course. Very easy to understand and useful.
Kevin Stapleton
( at Preferred Plastics)
Enjoyed Mr Wu's presentation. Look forward to next class.
Prerequisites
Course Complexity: Intermediate
Basic Excel knowledge; be able to open one Excel file and add a new sheet, etc.
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
.
Lenny WuManagement Reporting Analyst, Seaspan Ship Management
About Illumeo
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- Phone: 408-400-3993
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