Tables and Linking 101 - ActiveDisclosure Foundations

Course 3 of 7 in DT AD101 Foundations

In this course, we will cover the basic functions of Tables and Linking in a project within ActiveDisclosure. (Duration: Approx. 17min)

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About this course

This is part of the ActiveDisclosure 100 level Foundations Certification.

Welcome to the Tables and Linking course within the ActiveDisclosure Foundations Learning Path

Duration: Approx. 17min

In this course, we will cover the basic functions of Tables and Linking in a project within ActiveDisclosure. The course will consist of written lesson content, a video, and an interactive software simulation that will get you better acquainted with the step-by-step functionality of the software.

Topics Covered within the Tables and Linking Course:

      • Linking Tables, Items, and Charts
      • Introduction to the Roll Forward Dates Tab in Excel
      • Manual Tables

Learning Objectives:

      • Identify how linked tables, items, and charts are recognized from Excel to ActiveDisclosure
      • Implement features within manual tables

Date Revised: 2/3/2025

Curriculum

  • Linking Tables, Items, and Charts
  • Linking Tables, Items, and Charts Overview
  • Linking Tables, Items, and Charts Walkthrough
  • Linking Tables, Items, and Charts Practice
  • Introduction to the Roll Forward Dates Tab in Excel
  • Introduction to the Roll Forward Dates Tab in Excel
  • Introduction to the Roll Forward Dates Tab in Excel Walkthrough
  • Introduction to the Roll Forward Dates Tab in Excel Practice
  • Manual Tables
  • Manual Tables Overview
  • Manual Tables Walkthrough
  • Manual Tables Practice
  • Course Review
  • Tables and Linking Course Review
  • Congratulations

About this course

This is part of the ActiveDisclosure 100 level Foundations Certification.

Welcome to the Tables and Linking course within the ActiveDisclosure Foundations Learning Path

Duration: Approx. 17min

In this course, we will cover the basic functions of Tables and Linking in a project within ActiveDisclosure. The course will consist of written lesson content, a video, and an interactive software simulation that will get you better acquainted with the step-by-step functionality of the software.

Topics Covered within the Tables and Linking Course:

      • Linking Tables, Items, and Charts
      • Introduction to the Roll Forward Dates Tab in Excel
      • Manual Tables

Learning Objectives:

      • Identify how linked tables, items, and charts are recognized from Excel to ActiveDisclosure
      • Implement features within manual tables

Date Revised: 2/3/2025

Curriculum

  • Linking Tables, Items, and Charts
  • Linking Tables, Items, and Charts Overview
  • Linking Tables, Items, and Charts Walkthrough
  • Linking Tables, Items, and Charts Practice
  • Introduction to the Roll Forward Dates Tab in Excel
  • Introduction to the Roll Forward Dates Tab in Excel
  • Introduction to the Roll Forward Dates Tab in Excel Walkthrough
  • Introduction to the Roll Forward Dates Tab in Excel Practice
  • Manual Tables
  • Manual Tables Overview
  • Manual Tables Walkthrough
  • Manual Tables Practice
  • Course Review
  • Tables and Linking Course Review
  • Congratulations