Automation of Financial from ERP
Trial Balance

Course Fee - INR 1,199 /- only

Why it's important!

Financial reporting is one of the topmost and statutory requirements in every organization. Having to report branch-wise, region-wise, month-wise, quarter-wise, year-to-date, trending analysis, etc is an extremely challenging and tedious task. A smart use of Excel can make our lives easier and promote efficient behavior. We can also build lot of interactive charts that catches your eyes while repairing financial statements.


Automation of Financial from ERP Trial Balance
  • Day 1
  • Day 2
Downloadable Working Files
  • Downloadable Working Files

Salient Features of the Course

šŸ‘‰ Introduction and need of Automation of Financials

šŸ‘‰ Financial Statements - Challenges to have reporting on BranchWise/RegionWise/Consolidated/MonthWise/QtrWise/YTD/Trending etc

šŸ‘‰ Issue with Trial Balance from different ERPs

šŸ‘‰Preparationn organising TBs to ease out Automation

šŸ‘‰ Consolidation of TBs with Utility/Power Query

šŸ‘‰ Creating different Masters- Why Masters are important for any automation

šŸ‘‰ 10 Most used formuals one need to master before starting automation

šŸ‘‰ Currency Conversion when multiple currencies are involved

šŸ‘‰ Reporting based on Thousands/Lakhs/Crores/Absolute

šŸ‘‰ Customization for Last Year figures/Comparison with Budgets

šŸ‘‰ Reporting with Charts to make it more user friendly/Interactive 

šŸ‘‰ Navigation of Reporting with the help of dropdowns/slicers

šŸ‘‰ Dashboarding/Formatting/Presentation/PPTs - How to do it

šŸ‘‰ Update New Data and everything will be updates within seconds

šŸ‘‰  Q&A