Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click

Continuing Education Credits
Click or touch a Credit for more information
CPA
1 CPE
CPD-IES8
1 Hour
CMA
1 CPE
CFE
1 CPE
CGFM
1 CPE
CIA
1 CPE
CRMA
1 CPE

Certified Public Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credit have been granted based on a 50-minute hour.
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
1 Hours
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
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Certified Management Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CMA CPE Credits
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Certified Fraud Examiner

Continuing Education Credit:
1 CPE Credits
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CFE CPE Credits
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Certified Government Financial Manager

Continuing Education Credit:
1 CPE Credits
Field of Study:
Financial Reporting
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CGFM CPE Credits
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Certified Internal Auditor

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
1 CPE Credits
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Instructor for this course
  Course Overview CPE
Course Syllabus
  7:47PREVIEW: Introduction to One-click Reporting
Basic
  Basic: VLOOKUP()6:18
  Basic: INDEX() & MATCH()7:35
  Basic: Pivot Table4:37
  Basic: Simple Macro/VBA7:52
Intermediate
  Intermediate: Excel modeling based on system reports – Simple link2:06
  Intermediate: Excel modeling based on system REPORTS – Formula link, Helper Column8:48
Advanced
  Advanced: Excel modeling based on system DATA – Parameters1:10
  Advanced: Excel modeling based on system DATA – Data Processing8:45
  Advanced: Pivot Table, GETPIVOTDATA9:06
  Advanced: VBA, Macro to achieve One-click Reporting4:23
CONCLUSION
  Summary - One-click Reporting1:16
SUPPORTING MATERIALS
  Slides: From Data to Report in ONE ClickPDF
  From Data to Report in ONE Click Glossary/IndexPDF
  Part I WorkbookXLSM
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam