Excel: Automating Financial Reports with Power Query
MP4 | Video: h264, 1280×720 | Audio: AAC, 44.1 KHz, 2 Ch
Genre: eLearning | Language: English | Duration: 22 lectures (5h 1m) | Size: 2.31 GB
How To Simplify And Automate Financial Reporting using Microsoft Excel And Power Query
What you’ll learn
Build a solid understanding of Microsoft Excel and Power Query to develop your own automated financial reports
Streamline recurring day to day tasks to automate financial reports in a breeze
Strategize on data flows for report automation
Identify and manage raw data efficiently including cleansing and transforming messy data into report friendly database
Create dynamic reports by mastering PivotTables, dynamic formulas with INDEX, MATCH, SUMIFS functions and many more
Leverage on Power Query to expedite on data management activities
Wow your stakeholders with your interactive financial reports that will ease financial analysis
Work efficiently, save time, no more working overtime and late nights for mundane recurring tasks. Time saved could be best channeled to value adding tasks
Take actions to automate the financial reporting activities for a sustainable future!
Requirements
Basic Microsoft Excel knowledge required
Microsoft 365 or Microsoft Excel 2016, 2019 loaded on computer to follow along with Instructor lectures is recommended
Willingness to learn a new concept to automate your reports
Description
Are you working overtime, spending too much time on non value adding tasks to prepare reports?
You are looking for a hands-on, step by step course to help you automate your financial reporting?
You’ve found it here!
Microsoft Excel: Automating Financial Reports with Power Query is a custom-made online course for Business and Finance Professionals i.e. Accountants, Finance Managers, Finance Analysts, Accounts Executives, students, etc to automate the time consuming financial reporting process.
The course is based on a Case Study developed to address various practical issues encounter during the preparation of financial reports. It offers clear and simple ways to automate financial reports using Functions and Formulas, Pivot Tables and various tips and tricks in Power Query. Once you have grasp the automation concept, you can easily replicate and apply it to other type of reporting as well.
After completing this course, you will be able to:
use Microsoft Excel and Power Query to automate the preparation of financial reporting;
learn the most relevant formula & functions and Power Query skill required by Business and Finance Professionals;
save time from non value adding routine tasks and channel the time saved to perform more value adding analysis tasks;
impress your bosses with timely and highly accurate reports
Teaching methodology:
Video: 22 videos designed to explain the concept with practical step by step instructions to implement the automation of financial reports using Microsoft Excel and Power Query
Downloadable Excel files: data, practice files and solutions used in each lecture
Quizzes: To revise and confirm your understanding of each module learned
The course has 4 Modules divided into 22 Lessons with 5 hours of video time. You can download the working files to practice along. The will be quizzes at the end of each module to assess your understanding of the lessons learned.
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