Self-Service reporting for executives
Take your financial reporting skills to the next level with this advanced course on automating and building interactive financial reports in Excel. Building on the foundations laid in Part I, where you learned to automate static financial reports, this course focuses on creating dynamic, user-friendly dashboards that empower report users with clickable elements and drill-down functionality.
Designed for accounting and finance professionals, you’ll learn advanced Excel techniques to create interactive dashboards, implement key financial reporting components like parameters, data validation, and user guides, and introduce auto-updating narrative elements. By the end of this course, you’ll be equipped to deliver professional-grade monthly, quarterly, and annual reports that are not only automated but also intuitive, insightful, and easy to use.
2 activities • 1 videos • duration: 1h 1m
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
It was ok, however, the section on ADV Dashboard cards was a bit complex and not easily understood especially if you are not doing it practically also the Automated Narratives section.
It was good. Slides or a little better review material would be ideal - A lot steps to take in at once.
Lots of really good useful information
The content is relevant and practical, I thoroughly enjoyed the course. I would highly recommend this course to anyone looking to automate the financial report.
