CPE & Events Catalog
CFO Reporting Re-Imagined — Building Interactive Excel Reporting with Gen AI Assistance (Module 2)
In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you’ll learn how to transform static spreadsheets into dynamic, decision-enabling reporting. This session shows how to bring reports to life using Excel’s interactive features—including dropdowns, slicers, conditional formatting, and tips for implementing functions and formulas—while using ChatGPT to help generate formulas and brainstorm layout ideas.
Learning Objectives
- Apply PivotTables, functions and formulas to create core trend, comparative, and LTM calculations.
- Use data-validation dropdowns, dependent lists, slicers, and timelines to build self-service report interfaces that guide scenario analysis and minimize input errors.
- Select lightweight automation—Worksheet_Change events, one-click VBA/Office
- Scripts, and refresh-all Power Query routines—to distribute ready-to-use workbooks rapidly.
- Apply Gen AI (“My Excel Buddy” custom GPT) responsibly to generate formulas, refactor macros, and assist you with all Excel related tasks.
Highlights
· Apply PivotTables, functions and formulas to create core trend, comparative, and LTM calculations.
· Use data-validation dropdowns, dependent lists, slicers, and timelines to build self-service report interfaces that guide scenario analysis and minimize input errors.
· Select lightweight automation—Worksheet_Change events, one-click VBA/Office
· Scripts, and refresh-all Power Query routines—to distribute ready-to-use workbooks rapidly.
· Apply Gen AI (“My Excel Buddy” custom GPT) responsibly to generate formulas, refactor macros, and assist you with all Excel related tasks.
Event Level: Intermediate
Field of Study: Technology
Who Should Attend
This course is designed for accounting and finance professionals who build Excel reports for decision-makers and want to increase interactivity, automation, and insight quality.
Required Knowledge
Familiarity with basic financial statements, Excel formulas and functions, and pivot tables.
