WiseOwl Training - Established 1992 Wise Owl Training

Established May 1992
Wise Owl Training
See 482 reviews for our classroom and online training

Classroom Training

Classroom training course - online version also available

£950 + VAT for most venues (£1,095 + VAT for London)

2 days

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

• Possible locations:London, Manchester, Online
• Next classroom course:No classroom dates
• Time:09:30-16:30

## Course Contents

The contents of this course are as follows:

### Building models

• What makes a good formula
• Separating inputs and calculations
• Maintaining constant periodicity

### Range names

• Creating range names
• Editing/deleting range names

• Avoiding the IF function

### Styles

• Using styles to apply formatting
• Number format styles

### Formatting numbers and dates

• Standard number formats
• Hiding cell contents
• Date formats

### Conditional formatting

• Creating cell rules
• Managing cell rules
• Viewing conditional formats
• Data bars and icon sets

### Data validation

• Setting validation rules
• Input and error messages
• Highlighting validated cells
• Circling invalid data

### Protection

• How protection works
• Unlocking cells
• Turning protection on for a worksheet
• Protecting the whole workbook

### Grouping/outlining

• Creating and removing groups
• Expanding and collapsing

### Multiple worksheets

• Group editing
• Formulae across sheets
• 3D summing across sheets

### Array formulae

• Block formulae
• What the curly brackets mean
• Functions using arrays

### Cashflow calculations

• Avoiding circularity
• Separating interest paid and received
• Dealing with compound interest rates

### Investment appraisal

• Net present value
• Internal rate of return
• Non-periodic cashflows

### Conditional formulae

• Creating a single =IF formula
• Using =SUMIFS and =COUNTIFS
• Combining conditions

### Lookup functions

• The XLOOKUP function
• VLOOKUP for continuous values
• VLOOKUP for exact matches
• Data validation for exact matches

• The XMATCH function
• Combining =INDEX and =MATCH
• The OFFSET function

### Scenarios

• Creating what-if scenarios
• The scenario manager

If time

### Goal-seeking

• Targeting a given value
• Setting the number of iterations

### Data tables

• One-way data tables
• Two-way data tables

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 2016, but will be just as useful if you're using Excel 2013, 2010 or 2007.  Note that this course is an alternative to our two-day Advanced Excel course, not a follow-on.

## Sample customer feedback

Our thanks to everyone who agreed to share their thoughts (note that some of these reviews may be for our online courses).

"Great course, brilliant interaction, I've learnt a lot! The trainer was great!"

John Dwyer (Richmond Housing Partnership (RHP))

"The way the trainer talked through the examples and related them to real world scenarios was excellent. He went above and beyond to help me with an issue that was causing me trouble at work and made sure I had a resolution using the stuff we learned on the course. Can I also add that on all the 3 courses the hospitality was fantastic. The fact that the trainers consult each delegate as to what they would like to do for lunch, makes it feel very inclusive and gives the feeling of being valued."

Paul Maxwell (Innogy Business Services UK Ltd)

"Learnt a lot of extremely useful things for SQL. (Previously been on VBA course with Wise Owl)."

Claire Howarth (Lex)

"Fantastic trainer, well paced and knowledgeable."

Gary Brittain (Southend-on-Sea City Council)

"The course was recommended within the company as Wise Owl has an outstanding reputation."

Krzysztof Fronia (Coloplast Ltd)

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

2 day course

2 day course

2 day course

## Excel exercises

### We believe in complete transparency, so we've published all of our Excel exercises online, including the ones used in this Excel Modelling course.

View Excel, Excel VBA or PowerPivot exercises

## Excel videos

### The Wise Owl YouTube channel carries lots of videos on Microsoft Excel, among many other subjects.

View Excel tips, Excel VBA - Basics, Microsoft Excel or PowerPivot videos

## Excel skills assessment

### Test whether you know Excel as well as your "neighbour" by taking one of our skills assessment tests.

View Test your VBA knowledge or Test your Excel 365 skills skills assessment tests

## Excel blogs

### The blogs on this site contains lots of extra tips and tricks about how to use Excel.

View Excel, PowerPivot or VBA macros blogs