Overview

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 reportsTeaching 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 QueryDownloadable 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. There will be quizzes at the end of each module to assess your understanding of the lessons learned.The overview of the course is as follows: Module 1The objective of Module 1 is to learn how to manage messy raw data. You will learn how to upload and cleanse messy 3-Years Trial Balance and transform it into a database friendly format for ease of automation. You will learn how to perform these tasks using Power Query.Lecture 1: IntroductionLecture 2: Load & Transform Data: 3 Year Trial BalanceLecture 3: Load & Transform Data: GL Mapping TableLecture 4: Merge Query: GL Map to 3-Year Trial BalanceLecture 5: Load & Transform Data: Date Mapping TableLecture 6: Merge Query: Date Map to 3-Year Trial BalanceModule 2In this module, you will automate the creation of Income Statement and Balance Sheet using Pivot Table method. You will learn how to easily automate the financial reports with just a few clicks of the buttons.Lecture 7: Creating Income Statement & Balance Sheet using Pivot Tables - Part 1Lecture 8: Creating Income Statement & Balance Sheet using Pivot Tables - Part 2Lecture 9: Creating Income Statement & Balance Sheet using Pivot Tables - Part 3Module 3The objective of Module 3 is to automate the creation of a full Financial Statements comprising of Income Statement, Balance Sheet, Cash Flow Statement and Notes To The Accounts using Functions and Formula method. You will learn how to easily automate the create a dynamic financial reports with just a few simple and effective formulas.Lecture 10: Creating Income Statement & Balance Sheet using Functions & Formulas - Part 1Lecture 11: Creating Income Statement & Balance Sheet using Functions & Formulas- Part 2Lecture 12: Creating Cash Flow Statement using Functions & Formulas - Part 1Lecture 13: Creating Cash Flow Statement using Functions & Formulas - Part 2Lecture 14: Creating Notes To The Accounts - Fixed Assets & Depreciation Calculation - Part 1Lecture 15: Creating Notes To The Accounts - Fixed Assets & Depreciation Calculation - Part 2Lecture 16: Creating Notes To The Accounts - Loan Calculation - Part 1Lecture 17: Creating Notes To The Accounts - Loan Calculation - Part 2Lecture 18: Creating Notes To The Accounts - Sales & COGS - Part 1Lecture 19: Creating Notes To The Accounts - Sales & COGS - Part 2Module 4Module 4 is about embedding future years data into the automated model we developed in Module 1 to 3. You will see how easily it is to load new dataset into the model and appreciate thee time saved from automation.Lecture 20: Updating Year 4 Data To Financial Statement - Part 1Lecture 21: Updating Year 4 Data To Financial Statement - Part 2Unleash the power to automate your financial statements and reports.Take actions now to acquire skills that will elevates you from your competitors! Click the "Buy Now" button now to make change happens!

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