Description
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
Requrirements
Requirements
Basic Excel
Example: be able to open one Excel file, etc.
