Microsoft Office training -  Excel Business Modelling

Excel Training

Excel Business Modelling (2 days)

£650 + VAT for most venues (£795 + VAT for London)

How many of the following boxes can you tick?

  1. You know Excel well, and use it every day?
  2. You work with financial models?
  3. You know how to create an IF function, but struggle with MATCH?

This two-day course is aimed at those who need to build or work with financial models in Excel. On this course you'll learn best-practice techniques for building models, using range names more than you could ever conceive, and you'll find out about functions like MATCH, INDEX and SUMPRODUCT. Oh, and on the way you'll learn tons of short-cut keys and tips and tricks, we promise!

Course details

  • Locations for Excel Business Modelling coursesLocations:Manchester, London
  • Next Excel Business Modelling course locationNext course:Tue 07 March 2017
  • Excel Business Modelling course timesTime:09.30-16.30

Course Contents

Building models

  • Training topicFreezing windows
  • Training topicWhat makes a good formula
  • Training topicSeparating inputs and calculations
  • Training topicAvoiding the IF function
  • Training topicMaintaining constant periodicity


  • Training topicAvoiding the IF function
  • Training topicCreating a mask

Range names and absolute references

  • Training topicAbsolute references ($ symbol)
  • Training topicFixing only the row/column
  • Training topicCreating range names
  • Training topicLabelling ranges automatically

Styles and themes

  • Training topicHow themes work
  • Training topicUsing the default styles
  • Training topicCreating custom styles

Number formatting

  • Training topicCreating custom formats
  • Training topicThe four parts of a format
  • Training topicScaling numbers

Dates and times

  • Training topicHow dates and times are stored
  • Training topicUseful date/time functions
  • Training topicFormatting dates and times

Conditional formatting

  • Training topicCreating/using cell rules
  • Training topicData bars and colour sets

Validation and protection

  • Training topicSetting cell validation
  • Training topicProtecting cells/worksheets
  • Training topicCell comments
  • Training topicGrouping and outlining


  • Training topicCreating outlines
  • Training topicImproving how symbols appear

Multiple worksheets

  • Training topicCopying, moving and renaming
  • Training topicThe dangerous group mode
  • Training topicSumming across worksheets
  • Training topic3-D range names

Array formulae

  • Training topicCreating array formulae
  • Training topicEditing and deleting array formulae
  • Training topicStrengths and weaknesses

Cashflow calculations

  • Training topicAvoiding circularity
  • Training topicSeparating interest paid and received
  • Training topicDealing with compound interest rates
  • Training topicGetting quarterly summary figures

Investment appraisal

  • Training topicNet present value
  • Training topicInternal rate of return
  • Training topicNon-periodic cashflows

IF and LOOKUP functions

  • Training topicThe conditional (IF) function
  • Training topicNested IFs are evil
  • Training topicLookup tables

Advanced lookup functions

  • Training topicUsing MATCH to find values
  • Training topicCombining MATCH and INDEX
  • Training topicUsing OFFSET
  • Training topicThe feared INDIRECT function

Covered if time allows If time

Advanced formulae tricks

  • Training topicUsing SUMPRODUCT
  • Training topicUsing dynamic ranges

Other functions

  • Training topicText functions in Excel
  • Training topicInspection functions
  • Training topicINFO and CELL

Formulae auditing

  • Training topicError-checking
  • Training topicPrecedents and dependents
  • Training topicEvaluating formulae
  • Training topicWatching cells


  • Training topicThe scenario drop-down tool
  • Training topicWhat-if analysis
  • Training topicCreating a scenario report


  • Training topicTargeting a given value
  • Training topicSetting number of iterations

Data tables

  • Training topicOne-way data tables
  • Training topicTwo-way data tables

Why Choose Us?

View full list of benefits View full list of benefits

Sample customer feedback

"Very useful course. Appropriate level and the trainer was extremely helpful. The exercises reinforced learning - very helpful."

Danielle Green (WorldPay UK Ltd)

"Great material. Catered to my needs. Covered additional relevant topics."

Sophie Kelly (Crowe Clark Whitehill)

"Excellent information and content in manuals and handbook. Found the trainer very helpful, easy to understand and has very good knowledge. This course was recommended to me by a colleague."

Sabina Yasmin (Ingenious )

"Manuals are very helpful - great that we can keep them! Trainer was wonderful. I enjoyed the course very much, found it very well integrated and will definitely consider attending one of those other courses you've suggested - probably early next year."

Paola Gutiérrez (Frontiers Media)

"I was extremely happy with the course content (Excel 2007 Business Modelling) and learned a lot. I’m very happy with the course materials that I can take away (USB and course manual) and with the flexibility of the trainer. As I was the only person booked on to the course, I received 1:1 training at my speed and the trainer didn’t mind went I went off on a tangent! The facilities at the venue (Manchester) were great – the layout was good and tea, coffee and snacks were all readily available. The course was very well planned with lots of exercises and answers to hand – all of which I can take away and use again. All in all I’m very impressed!"

Debbie Yarrow (Braemar Group plc)

There are lots more where these came from (or just refresh this page to change the quotes shown).

Delegates should already be very comfortable with using the basics of Excel. Some financial modelling or accountancy background, while not essential, will be very useful.  This course uses Excel 2013, but will be just as useful if you're using Excel 2010 or 2007.

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