Automating Financial Reports with Power Query

What is in the course?

CASE STUDY

Practical problems in real world situationStep by step approach to automation


VIDEO ON DEMAND

4 Modules22 Lectures5 Hours video time


KEY TOPICS

Managing raw data and mapping tablesTransforming data using Power QueryAutomate financial reports using Functions & Formulas and Pivot Tables

Why enroll for the course?


Watch the sample video

What did they say?

"This is a very solid and practical course"

Very practical and easy to understand"

"It is a great course and what I expected"

"Great course"

FAQ's

What is an automated financial report?

Automated Financial Report refers to a set of recurring financial reports or financial statements that are prepared with embedded automation functionality. The financial reports include but not limited to Income Statement, Balance Sheets, Cash Flow Statement, and the Notes to the Accounts that are usually prepared on a monthly, quarterly and annual basis.

How do I automate the financial reports?

You can automate the financial reports with special or customized third-party software that are available in the market or simply create your own automation using Microsoft Excel.

What are the benefits of creating my automated financial reports using Microsoft Excel?

The key benefits of developing your own automated financial reports are as follows:

  1. Easy to create: Can be developed in a day once you understand the concept and the desired automation flow


  1. Flexible: Changes can be tweaked easily


  1. Easy to maintain: New items or reports can be incorporated easily


  1. No additional investment: Leveraging on the existing Microsoft Excel means no additional investment in customized system


  1. Fast turnaround time: Save many valuable hours in preparing financial reports. It is just a matter of uploading the new trial balance, refreshing the database to get the updated financial reports.

How to do financial reports using Microsoft Excel?

You can follow the step-by-step lesson to create an automated financial report in course, “Excel: Automating Financial Reports with Power Query”

What makes “Excel: Automating Financial Reports with Power Query” different?

  • You attended numerous courses on Microsoft Excel but none of it will tell you exactly what and how to automate the financial reporting process. For this reason, we crafted our courses to address this issue

  • We carefully develop each course based on practical problems faced in real world situation

  • The courses are designed for you to learn in a step-by-step approach at your own pace

  • There are bonus tips and tricks to help you speed up the reporting process

When can I start to automate my reporting activities?

You can start your automation journey once you understand the concept of automation using Microsoft Excel and Power Query. In fact, we have provided all the working files for you to practice before hitting the grounds


Is there any minimal requirement for me to enroll in the courses?

No minimal requirement. We only ask that you come with an open mind and ready to learn

How do I enroll for the courses?

Click on the link below to enjoy special prices when you enroll for the courses in Udemy platform