Automation of Financial from ERP
Trial Balance

Course Fee - INR 1,000

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.

COURSE CURRICULUM

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

Salient Features of the Course

πŸ‘‰ Introduction and need of Automation of Financials

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

πŸ‘‰ Issue with Trial Balance from different ERPs

πŸ‘‰Preparationn organising TBs to ease out Automation

πŸ‘‰ Consolidation of TBs with Utility/Power Query

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

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

πŸ‘‰ Currency Conversion when multiple currencies are involved

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

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

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

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

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

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

πŸ‘‰  Q&A

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