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Automating Financial Reporting In EXCEL (Part III)

person icon Lenny Wu


Automating Financial Reporting In EXCEL (Part III)

This course expands the topic of auto-update narratives in financial reports to integration of Excel with Microsoft Word

updated on icon Updated on Feb, 2024

language icon Language - English

person icon Lenny Wu

category icon Office Productivity,Microsoft,Excel

Lectures -13

Resources -1

Duration -47 mins



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Course Description

In this course we will expand the topic of auto-update narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of EXCEL with Microsoft WORD and Microsoft POWER POINT. In PARTS I and II, we have demonstrated on how to set up automated financial reports in EXCEL and how to build interactive monthly/quarterly/yearly financial reports. In this part, we will introduce some rarely-used but most effective way of automating financial documents (in WORD) and presentations (in PINPOINT) by synchronizing them with financial reports (in EXCEL). Once synched, there will be no need to manually update numbers and narratives over and over again. This course will serve 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 POWER POINT.


What will you learn in this course:

  • Identify key components in building integrated financial documents and presentations (tables, charts, and narratives)
  • List 3 essential formulas in designing automated narratives
  • Name methods in synchronizing numbers and narratives in financial documents in WORD with underlying financial statements in EXCEL
  • Name methods in synchronizing numbers and narratives in financial presentations in POWER POINT with underlying financial statements in EXCEL
  • Recognize ways of customizing charts in order to fit into reports


What are the prerequisites for this course?

  • Knowledge of intermediate EXCEL formulas (such as TEXT, CONCATENATE, CHAR), or the following Proformative course
  • Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
Automating Financial Reporting In EXCEL (Part III)


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

11 Lectures
  • play icon Introduction to Automating Financial Reporting in Excel Part III 01:45 01:45
  • play icon Refresher of this Course 00:49 00:49
  • play icon Refresher of part II: Concatenate 02:27 02:27
  • play icon Refresher of Part II: Text() 02:35 02:35
  • play icon Refresher of Part II: Char(10) 02:04 02:04
  • play icon Refresher of Part II: Number Formatting 02:56 02:56
  • play icon Refresher of Part II: Automated Narratives 04:50 04:50
  • play icon Charts and Basics 06:50 06:50
  • play icon Integrating With Word (Advanced) 16:41 16:41
  • play icon Integrating with power point (Advanced) 05:43 05:43
  • play icon Summary 00:54 00:54
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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