The course is presented in four parts.

First, the course first reviews the 4 reporting methods introduced in an earlier course. They include:

o Reporting on screenshots

o Reporting on extracted “report” from the system

o Reporting on extracted “data” from the system

o Reporting using API connect to the system

Next, the course furthers the idea of API reporting in Excel and demonstrates all 4 methodologies by using one state-of-the-art cloud planning software. They include:

o HTML report

o Extracted Excel report

o Attached Excel report

o Excel Interface for Planning Add-in, and

Last, we illustrate the top seven (7) features of Excel API Add-in in generating low-maintenance fully-automated financial reports. They include:

o Easy Conversion

o Fully integrated

o Instant Update

o Robustness

Course Search Keywords

- API

- Adaptive Insights

- OfficeConnect

- Write-back

- HTML report

- Hyperlink

- Screenshot

- VBA

- Macro

- Robustness

- PivotTable

Prerequisites and Advanced Preparation

● Basic Excel knowledge

● Example: be able to open one Excel file and connect to external data files, etc.

Learning Objectives

● Understand key features of API reporting

● Discover 5 ways of reporting out of a financial system

● Differentiate between reporting based on “extracted” Excel report and “attached” Excel report

● Discover latest technology of “writing back” data from Excel into the System

● Explore 7 amazing features OfficeConnect brings to us in dynamic API reporting