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This course expands on building automated AND interactive financial reports for report users.
Updated on Sep, 2026
Office Productivity, Microsoft, Excel
Training 5 or more people ?
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In this course, we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We will start with a brief overview of the dilemmas facing accountants and analysts. From this, we will discuss how we can set up financial reports in Excel based on the accounting system export (direct report or financial data). This leads to an introduction of EXCEL formulas, Pivot Table, and a simple VBA macro. Then we will work with each formula to transcribe system-generated reports or data into standard financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.
Check out the detailed breakdown of what’s inside the course
Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).
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