Classroom Training

Excel Business Modelling

Available as classroom training course only

£750 + VAT for most venues (£895 + VAT for London)

2 days

How many of the following boxes can you tick?

You know Excel well, and use it every day?
You work with financial models?
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!

We don't have any dates scheduled for this course, but we may well consider adding them - it's always worth asking.

Alternatively, you could enquire about running the course in your office or even (if available) as a tailored online course.

Course Contents - PDF

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

Masking

Avoiding the IF function
Creating a mask

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

Using VLOOKUP for continuous values
Using VLOOKUP for exact matches
Data validation for exact matches
Dynamic range names
Handling errors in lookup tables

Advanced lookup functions

Using = MATCH to find values
Combining =INDEX and =MATCH
The OFFSET function
The INDIRECT function

Scenarios

Creating what-if scenarios
The scenario manager

Covered if time allows 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.

Why Choose Us?

No more than 5 people per class
Proper restaurant lunch included
533 references viewable online
Free USB stick containing course files
Genuine Wise Owl trainers only
Unbelievably good courseware

View full list of benefits

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).

"Really enjoyed the two days. Have learned lots of things I can apply in my everyday job. I was referred to Wise Owl by a colleague."

Natalie Gatward (ThoughtWorks Ltd)

"Enjoyed the course and learnt a lot. We had a great tutor and he created a relaxed environment and made participation and questions easy. Also lunch was great. (Advised by a colleague who had previously attended a course.)"

Andrew Whaling (Muse Developments)

"Being a total Excel geek, it was great to see sleeker ways of working with a tool I have used for years. The trainer's pace of training was excellent, and all of the examples used in the content were extremely relatable. The value of the course will definitely be visibly reflected in my office work and personal use of Excel. Most of my Excel experience has been based on self-study, so I was keen to learn new tricks and tips to add some value to my base knowledge."

Debbie Oloruntoba (Plastipak)

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

Other Microsoft Excel training resources

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

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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 current Excel skills or Test your VBA knowledge skills assessment tests

Excel blogs

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

View Excel, Power BI - Excel or VBA macros blogs

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