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
- Day 1
- Day 2
- Downloadable Working Files
Salient Features of the Course
👉 Introduction and need of Automation of Financials
👉 Financial Statements - Challenges to have reporting on BranchWise/RegionWise/Consolidated/MonthWise/QtrWise/YTD/Trending etc
👉 Issue with Trial Balance from different ERPs
👉Preparationn organising TBs to ease out Automation
👉 Consolidation of TBs with Utility/Power Query
👉 Creating different Masters- Why Masters are important for any automation
👉 10 Most used formuals one need to master before starting automation
👉 Currency Conversion when multiple currencies are involved
👉 Reporting based on Thousands/Lakhs/Crores/Absolute
👉 Customization for Last Year figures/Comparison with Budgets
👉 Reporting with Charts to make it more user friendly/Interactive
👉 Navigation of Reporting with the help of dropdowns/slicers
👉 Dashboarding/Formatting/Presentation/PPTs - How to do it
👉 Update New Data and everything will be updates within seconds
👉 Q&A
