Excel Magic 4: Say Goodbye to Boring Reports—Hello, API Power! 0.5 Credit
Learning mode
Ready to elevate your Excel reporting capabilities? In "Excel Magic 4: Ultimate API Reporting in Excel," you’ll learn how to harness the power of APIs to create dynamic, low-maintenance financial reports. Imagine generating real-time insights with just a few clicks!
This CPE Course is designed to provide the essential tools and methodologies for effective API reporting, transforming how you handle data in Excel. The course is structured in four engaging parts. Before diving into the exciting world of API connections, we’ll review four essential reporting methods covered in previous classes, including reporting on screenshots and extracted data. You’ll see practical demonstrations of all four methodologies using state-of-the-art cloud planning software, covering HTML reports, extracted Excel reports, attached Excel reports, and the Excel Interface for Planning Add-in. We’ll explore the top seven features of the Excel API Add-in that facilitate the generation of automated financial reports, focusing on benefits like easy conversion, instant updates, and robustness.
Key topics covered:
Join us to unlock the full potential of API reporting in Excel and streamline your financial reporting processes. Empower yourself with cutting-edge techniques that make data management effortless!
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 0.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 0.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 0.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 0.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 0.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 0.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PK
Information presented with examples made it easier to understand
DH
very helpful
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