Instant error-free formula-free reporting that connects to the Financial System through Excel add-in.
The course is presented in four parts.
First, the course first reviews the 4 reporting methods introduced in an earlier course. They include: o Reporting on screenshots o Reporting on extracted “report” from the system o Reporting on extracted “data” from the system o Reporting using API connect to the system
Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include: o HTML report o Extracted Excel report o Attached Excel report o Excel Interface for Planning Add-in, and
Last, we illustrate the top seven (7) features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include: o Easy Conversion o Fully integrated o Instant Update o Robustness
Field of Study: Computer Software & Applications
10 activities • 25 videos • duration: 39m
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]
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