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所在平台: Udemy |
课程主页: https://www.udemy.com/course/excel-automating-financial-reports-with-power-query/
课程评论：没有评论
课程名称：Excel：使用Power Query自动化财务报告 课程概述：在工作中花费过多时间准备财务报告，是否感到疲惫不堪？如果您正在寻找一门实践性强、步骤清晰的课程来帮助您自动化财务报告的准备工作，那您来对地方了！本课程专为会计师、财务经理、财务分析师、会计专员及学生等商业与金融专业人士定制，旨在帮助他们自动化耗时的财务报告流程。课程基于案例研究，解决在财务报告准备过程中遇到的各种实际问题，提供使用函数与公式、数据透视表以及Power Query中的各种小技巧来自动化财务报告的简明易懂的方法。掌握自动化概念后，您可以轻松将其应用于其他类型的报告。 完成本课程后，您将能够： - 使用Microsoft Excel和Power Query自动化财务报告的准备； - 学习商业和金融专业人士所需的相关公式、函数和Power Query技能； - 从重复的低价值任务中节省时间，并将节省下来的时间用于更具价值的分析任务； - 以及时且高度精准的报告给上司留下深刻印象。 教学方法： - 视频：22个视频，旨在通过实践步骤的说明来解释如何使用Microsoft Excel和Power Query实现财务报告的自动化； - 可下载的Excel文件：每节课中使用的数据、练习文件和解决方案； - 测验：复习和确认您对每个模块理解的掌握情况。 课程分为4个模块，共22节课，总视频时长为5小时。您可以下载工作文件以便于跟随练习。每个模块结束时将有测验用以评估对所学内容的理解。 课程大纲： 模块1：学习如何管理杂乱的原始数据，使用Power Query上传和清理3年试算表，将其转换为适合自动化的数据库格式。 模块2：使用数据透视表法自动化创建损益表和资产负债表。 模块3：使用函数和公式法自动化创建完整的财务报表，包括损益表、资产负债表、现金流量表以及附注。 模块4：将未来年份的数据嵌入到自动化模型中，学习如何轻松更新数据集，感受自动化带来的时间节省。 现在就来释放自动化财务报告的力量，采取行动获取使您在竞争对手中脱颖而出的技能吧！点击“立即购买”按钮，让改变发生！
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!
