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所在平台: Udemy |
课程主页: https://www.udemy.com/course/automated-financial-reporting-in-excel-self-service-reports/
课程评论：没有评论
课程名称：Excel自动化财务报告：自助服务报告 课程概述：本课程旨在扩展每月、每季度和每年的财务报告自动化流程，旨在为报告用户构建自动化和交互式的财务报告。在第一部分中，我们学习了如何基于系统报告或系统数据在Excel中设置自动化财务报告，并将其转录为正式财务报告。在本课程的第二部分中，我们介绍了一些高级Excel技能，以构建带有可点击按钮的交互式仪表板，允许用户进行详细的深入分析。此外，我们还讨论了财务报告建模中的三个关键元素：参数、验证和用户指南。课程的最后部分介绍了如何自动更新财务报告中的叙述内容。本课程适合需要提升Excel技能的会计和财务专业人士，重点在于构建交互式的每月/每季度/每年财务报告。虽然每个课程都可以单独学习，但本课程是三部分中的第二部分，包含以下内容：1. Excel中的自动化财务报告：一键报告 2. Excel中的自动化财务报告：自助服务报告 3. Excel中的自动化财务报告：集成。如果希望获得继续教育学分（如CPE、CE、CPD等），可以在Illumeo平台上选修本课程，课程标题为：Excel中财务报告自动化（第二部分）：高管自助服务报告。Illumeo在超过二十种不同的专业认证中获得了CPE提供资格，涵盖财务、会计、财务管理、内部审计、人力资源等多个领域。然而，为了获得CPE学分，课程必须在“由管理机构批准的CPE平台”上进行，对于超过二十种企业专业认证来说，Illumeo平台即为所需。如需了解更多信息，请访问Illumeo网站。
This course expands the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated AND interactive financial reports for report users. In Part I, we discovered how to set up automated financial reports in Excel based on a system report or system data, and how to transcribe them into formal financial reports. In this second course, we introduce some advanced Excel skills for building interactive dashboards with clickable buttons for detailed drill-down. In addition, we discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We culminate by introducing ways to auto-update narratives in financial reports. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building interactive monthly/quarterly/yearly financial reports. Although each course may be taken individually, this is part 2 of 3. 1. Automated Financial Reporting In Excel: One-Click Reports 2. Automated Financial Reporting In Excel: Self-Service Reports 3. Automated Financial Reporting In Excel: Integration If you would like Continuing Education Credit (e.g. CPE, CE, CPD, etc.) for this course, it is available if you take this course on the Illumeo dot com platform under course title: Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives. Illumeo is certified to provide CPE in over two dozen different professional certifications covering finance, accounting, treasury, internal audit, HR, and more. However, in order to receive CPE credit the courses must be taken on an ‘approved-by-the-governing-body' CPE platform, and for over two dozen corporate professional certifications, that is the Illumeo platform. Go to Illumeo dot com to learn more.
