30-days Money-Back Guarantee
This course expands on building automated AND interactive financial reports for report users
Updated on Sep, 2026
Finance and Accounting, Accounting and Bookkeeping, Tally Prime
Training 5 or more people ?
Get your team access to 10000+ top Tutorials Point courses anytime, anywhere.
In this course, we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated and interactive financial reports for report users. In PART I, we have dwelled on how to set up automated financial reports in EXCEL based on system reports or system data, and how to transcribe them into formal financial reports. In this part, we will introduce some advanced EXCEL skills for building interactive dashboards with clickable buttons for detailed drill-down. As well, we will discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We will culminate by introducing ways of auto-updating narratives in financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in building interactive monthly/quarterly/yearly financial reports.
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).
Use your certificate to make a career change or to advance in your current career.
Become a valued member of Tutorials Point and enjoy unlimited access to our vast library of top-rated Video Courses
Master prominent technologies at full length and become a valued certified professional.