Automating Financial Reporting In Excel (Part II)

person icon Lenny Wu

Automating Financial Reporting In Excel (Part II)

This course expands on building automated AND interactive financial reports for report users.

updated on icon Updated on Sep, 2023

language icon Language - English

person icon Lenny Wu

architecture icon Business,Finance & Bookkeeping,Accounting,Excel


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Course Description

In this course we will expand 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 have dwelled on how to set up automated financial reports in EXCEL based on system report or system data, and how to transcribe them into formal financial reports. In this part, we will introduce some advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. As well, we will discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We will culminate by introducing ways of auto-update narratives in financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building interactive monthly/quarterly/yearly financial reports.


What will you learn in this course:

  • Identify key elements in building interactive dashboard with clickable buttons for detail drill-down
  • List 3 elements in essential financial modeling
  • Identify basic components in building auto-updated narratives
  • Name ways of setting up auto-updated pivot table and pivot chart in the Dashboard
  • Recognize the key feature of Slicers and Timelines in controlling multiple pivot tables and pivot charts


What are the prerequisites for this course?

  • Knowledge of advanced EXCEL formulas (such as VLOOKUP, INDEX, MATCH, GETPIVOTDATA), Pivot Table, and basic VBA coding, or the following Proformative course
  • Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
Automating Financial Reporting In Excel (Part II)


Check out the detailed breakdown of what’s inside the course

2 Lectures
  • play icon Introduction to Self-Service Reporting for Executives 01:19 01:19
  • play icon Warming-up 01:26 01:26
Basic Formulas
16 Lectures
Intermediate Financial Modeling Essenti...
3 Lectures
Interactive Dashboard
12 Lectures
Automated Narratives
3 Lectures
Course Summary
1 Lectures
Supporting Materials
1 Lectures

Instructor Details

Lenny Wu

Lenny Wu

Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies. 

Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.

Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.

Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).

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