Excel: Automating Financial Reports with Power Query

Automate Financial Reporting with Excel & Power Query

Are you spending countless hours on tedious financial reporting tasks? Do you dream of freeing up time for more strategic analysis? This comprehensive online course, Microsoft Excel: Automating Financial Reports with Power Query, is designed for Business and Finance Professionals – including Accountants, Finance Managers, Finance Analysts, Accounts Executives, and students – who want to automate financial reporting and boost efficiency.

This hands-on course uses a practical case study to tackle real-world challenges in financial report preparation. You'll learn clear, step-by-step methods to automate reports using Excel functions and formulas, Pivot Tables, and the powerful Power Query tool. Master these techniques and you'll be able to easily adapt them to other reporting needs.

What You'll Achieve:

• Automate Financial Reporting: Learn to use Microsoft Excel and Power Query to streamline the entire financial reporting process.
• Master Essential Skills: Gain proficiency in the most relevant Excel formulas & functions and Power Query skills demanded by finance professionals.
• Save Time & Increase Productivity: Eliminate time-consuming, repetitive tasks and dedicate your energy to higher-value financial analysis.
• Impress with Accuracy: Deliver timely and highly accurate financial reports that demonstrate your expertise.

Course Structure:

This course is divided into 4 modules with 22 lessons and approximately 5 hours of video content. Each module is further broken down for easy learning and application. You'll receive:

• Video Lectures: 22 video lessons with practical, step-by-step instructions.
• Downloadable Excel Files: Includes data, practice files, and solutions for each lecture.
• Quizzes: Reinforce your understanding with quizzes at the end of each module.

Module Breakdown:

• Module 1: Data Preparation with Power Query
  • Learn to manage and cleanse messy raw data, specifically a 3-Year Trial Balance.
  • Transform data into a database-friendly format using Power Query for seamless automation.
  • Topics include: Loading & Transforming Data (3-Year Trial Balance), GL Mapping Table, Merging Queries, and Date Mapping.
• Module 2: Automating Income Statement & Balance Sheet
  • Automate the creation of Income Statements and Balance Sheets using Pivot Tables.
  • Learn to generate reports with just a few clicks.
• Module 3: Advanced Financial Statement Automation
  • Automate the creation of a complete set of Financial Statements: Income Statement, Balance Sheet, Cash Flow Statement, and Notes to the Accounts.
  • Utilize Excel functions and formulas for dynamic and efficient reporting.
  • Topics include: Cash Flow Statement, Notes to Accounts (Fixed Assets, Depreciation, Loan Calculation, Sales & COGS).
• Module 4: Dynamic Reporting with Future Data
  • Embed future year data into your automated financial model.
  • Easily load new datasets and appreciate the time savings achieved through automation.

Ready to take control of your financial reporting? Click the "Buy Now" button to unlock the power of automation and gain a competitive edge! Start saving time and elevating your skills today.