Overview
The webinar will be presented as a case study course.
First, we start from building a short version Profit & Loss report based on system data. In this case, we will teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we will deploy some advanced formulas that make the report dynamic.
Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill will differentiate rookies and gurus.
Third, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA (Visual Basic Application).
Fourth, we will fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check.
Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We will teach methods at all levels: basic, intermediate and advanced.
Here are some testimonials for my One-click reporting course:
VP, Finance:
'I've been using Excel for a long time and know how to do many advanced functions, but had never heard about this functionality. Very well done video.'
Manager - Billing Staff & Financial:
'Great course presentation! I never thought Excel Formulas and macros can be so easy! Thank you for presenting this in a very easy to understand manner!'
Sr. Director, FP&A:
'I learned a lot from this presentation. There were some cool tricks show such as how to build a button to assign a macro.'
Finance & Accounting Consultant:
'Helpful step by step approaches detailed from basic to intermediate to advanced for building one click reporting.'
Why you should Attend
If you find yourself overloaded with mountains of tasks, if you feel like burnt out, or if you can not finish your work before the deadline, this webinar is for you.
Join me in the webinar
It does not matter if you are an Excel novice, or an Excel Advanced user, everyone is sure to learn something new, I can guarantee you on that, as this happened to me time and time again when I tuned in to other master’s Excel lessons.
Areas Covered in the Session
The webinar will be presented as a case study course.
First, we start from building a short version Profit & Loss report based on system data. In this case, we will teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we will deploy some advanced formulas that make the report dynamic.
Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill will differentiate rookies and gurus.
Third, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA (Visual Basic Application).
Fourth, we will fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check.
Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We will teach methods at all levels: basic, intermediate and advanced.
Here are some testimonials for my One-click reporting course:
VP, Finance:
'I've been using Excel for a long time and know how to do many advanced functions, but had never heard about this functionality. Very well done video.'
Manager - Billing Staff & Financial:
'Great course presentation! I never thought Excel Formulas and macros can be so easy! Thank you for presenting this in a very easy to understand manner!'
Sr. Director, FP&A:
'I learned a lot from this presentation. There were some cool tricks show such as how to build a button to assign a macro.'
Finance & Accounting Consultant:
'Helpful step by step approaches detailed from basic to intermediate to advanced for building one click reporting.'
Why you should Attend
If you find yourself overloaded with mountains of tasks, if you feel like burnt out, or if you can not finish your work before the deadline, this webinar is for you.
Join me in the webinar
- To ace your Excel skills
- To refresh some old skills
- To find state-of-the art Excel functions
- To make yourself the go-to-person in your office
- To build your own robot - your very office assistant who does the heavy lifting for you, and makes sure your work is done in fractions of the time you did before.
It does not matter if you are an Excel novice, or an Excel Advanced user, everyone is sure to learn something new, I can guarantee you on that, as this happened to me time and time again when I tuned in to other master’s Excel lessons.
Areas Covered in the Session
- Dynamic Formulas: no hard-links
- Beyond Formulas: Pivot Tables
- Distribute reports: introduction to macro
- Financial modeling: the 5 pages
- Consolidate reports: from basic, to intermediate to advanced methods -segue to next webinar - Advanced Data processing with Power Query
Speaker
Lenny WU A proponent for automated financial reporting and self-service dashboard reporting, Lenny Wu is a tech-savvy CPA who integrates technology into financial reporting and Big Data analysis using Power Query, Power Pivot, Power BI and Adaptive Insights. Lenny also provides professional training in MS Excel and other programs on prominent online training sites.Experience: 15+ years experiences in financial planning and analysis (FP&A), financial reporting and modeling, process streamlining, and Big Data analysis. Strong presentation skills. 6+ years as Subject matter expert (SME) on Adaptive Insights budgeting system with a public company.
Who Should Attend
- Accountants
- Auditors
- Bookkeepers
- Business Analysts
- Financial Analysts
- Financial Reporting Analysts
- CFOs
- VPs of Finance
- Managers
- FP&A
- Accounting Managers
- Controllers
- Administrative Assistants
- Entrepreneurs
- Consultants
- HR
- Other Professionals
