Excel: Automating Financial Reports with Power Query

How To Simplify And Automate Financial Reporting using Excel and Power Query | Dynamic Financial Statements reports

Created by: excel eguru
Finance Professional (Accountant)

What Will I Learn?

• Build a solid understanding of Microsoft Excel and Power Query to develop your own automated financial reports
• Streamline recurring day to day tasks to automate financial reports in a breeze
• Strategize on data flows for report automation
• Identify and manage raw data efficiently including cleansing and transforming messy data into report friendly database
• Create dynamic reports by mastering PivotTables, dynamic formulas with INDEX, MATCH, SUMIFS functions and many more
• Leverage on Power Query to expedite on data management activities
• Wow your stakeholders with your interactive financial reports that will ease financial analysis
• Work efficiently, save time, no more working overtime and late nights for mundane recurring tasks. Time saved could be best channeled to value adding tasks
• Take actions to automate the financial reporting activities for a sustainable future!

Requirements

• Basic Microsoft Excel knowledge required
• Microsoft 365 or Microsoft Excel 2016, 2019 loaded on computer to follow along with Instructor lectures is recommended
• Willingness to learn a new concept to automate your reports

Target audience

• Business and Finance Professionals (Accountants, Finance Managers, Finance Analysts, Accounts Executives, students, etc) who use Microsoft Excel to analyze data and create reports
• People who like to learn how to create interactive and dynamic reports with Microsoft Excel
• People who are eager to save time by automating recurring and non value tasks
• Graduate students who aspire to become an efficient financial advisory professionals, consultants etc.