| Published | 2021-01-06 |
| Platform | Udemy |
| Number of Students | 7 |
| Price | $84.99 |
| Instructors |
Lenny Wu, MBA, CPA, CGA
|
| Subjects |
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
Course Search Keywords
- API
- Adaptive Insights
- OfficeConnect
- Write-back
- HTML report
- Hyperlink
- Screenshot
- VBA
- Macro
- Robustness
- PivotTable
Prerequisites and Advanced Preparation
● Basic Excel knowledge
● Example: be able to open one Excel file and connect to external data files, etc.
Learning Objectives
● Understand key features of API reporting
● Discover 5 ways of reporting out of a financial system
● Differentiate between reporting based on “extracted” Excel report and “attached” Excel report
● Discover latest technology of “writing back” data from Excel into the System
● Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting