Excel-Based Reporting – Who knew it could be this easy?

Quest Customer Learning Team

2 months ago

Presented at BLUEPRINT 4D
Session ID: P-050133

Join us for an insightful session on transforming financial reporting at UNC Chapel Hill. We moved from static IT-managed nVision reports to a self-service, Excel-based approach, empowering deeper analysis and quick responses without IT reliance. Discover how our Microsoft Excel expertise revolutionized our process with live, drillable PeopleSoft data in Excel, streamlining tasks like variance analysis. Automated data collection redefined budgeting, freeing time for strategic initiatives. This session is ideal for finance professionals seeking practical insights to enhance efficiency and agility in financial reporting. Don’t miss the chance to learn from our experience and apply these strategies in your organization.

This session is eligible the following CPE credits: NASBA

Speaker: Sheri Olson UCLA

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