FINANCIAL REPORTING AUTOMATION WITH EXCEL KODS

Описание: 📘 Welcome to Knowsia Study Hub — your #1 destination for mastering professional exams and gaining real-world accounting and finance skills.

🎓 Video Title: Automating Financial Reporting in Excel – Trial Balance to Financial Ratios (Step-by-Step Guide)

🎙️ About This Video
This tutorial is a preview of the Financial Reporting Automation with Microsoft Excel course on Knowsia. Learn how to automate end-to-end financial reporting using Excel and Power Query — from a raw Trial Balance to clean, insightful financial statements and ratios.

📊 In This Course, You’ll Learn to Prepare & Automate:
✅ Trial Balance
✅ Income Statement (P&L)
✅ Statement of Financial Position (Balance Sheet)
✅ Cash Flow Statement
✅ Financial Ratios & Dashboards

💡 This course is ideal for:

Accountants & Finance Officers

Controllers & Finance Managers

ICAG, ACCA, CIMA, ICAN, and CIBG candidates

Anyone who wants to move beyond rigid accounting software like QuickBooks, Tally, or Sage and build flexible, customized reporting systems

📘 Why Excel for Financial Reporting?
Accounting software often limits how data is transformed or presented — especially for management or board-level reporting. Excel gives you full control to organize, analyze, and customize your reports, dashboards, and insights.

This course helps you automate reporting using trial balance data as the source to build reports that comply with IAS 1 – Presentation of Financial Statements. You’ll construct:

Income Statement and Other Comprehensive Income

Financial Position

Cash Flow

Changes in Equity

Key Financial Ratios

🛠️ Excel Tools Covered
🔹 VLOOKUP Function – Used to search and retrieve data from structured ranges
🔹 IF and Conditional Logic – Build dynamic formulas with multiple outcomes
🔹 Named Ranges – Simplify formulas and navigate sheets efficiently
🔹 Text Functions – Format and clean financial data
🔹 Power Query – Import, clean, and transform trial balance data for reporting

🚫 Limitations of VLOOKUP (Explained in the course):

Cannot look to the left

Breaks when columns are inserted (must update index number)

📁 What Makes This Course Unique?

Real-world templates and files

A structured approach from raw data to polished statements

Practical demos you can follow step-by-step

Direct application in accounting jobs and exams

🔗 Useful Links
📘 Enroll in the Full Course: Financial Reporting Automation with Excel
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📩 Contact Us
📧 Email: [email protected]
🔗 LinkedIn: @knowsia

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📢 Tags & Hashtags
#Knowsia #ExcelForAccountants #FinancialReporting #PowerQuery #AccountingTools #ExcelAutomation #TrialBalance #FinancialStatements #IFRS #IAS1 #FinanceSkills #AccountingTraining #ICAG #ACCA #CIMA #ICAN