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Classroom training -  Excel Business Modelling

Classroom Training

Excel Business Modelling

Classroom training course - online version also available

£750 + VAT for most venues (£895 + 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

  • Locations for Excel Business Modelling coursesPossible locations:London, Manchester, Online
  • Next Excel Business Modelling course locationNext classroom course:No classroom dates
  • Excel Business Modelling course timesTime:10.00-16.30

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

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

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

Advanced lookup functions

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

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).

"This course was bespoke and not only met our needs, actually provided the team with additional skills and knowledge of Excel which will make us quicker and more effective in the future. Our trainer was patient and thorough and only moved on when she knew everyone had understood and demonstrated they could complete the exercise. Would definitely recommend Wise Owl."

Katie Davis (Greater Manchester Combined Authority (GMCA))

"An excellent trainer, energetic and enthusiastic and clearly an expert in the subject matter. The course material was presented excellently and at the right level for novices like myself. Brilliant course, well delivered. Would recommend to a friend. Thanks!"

John Ford (Petrostrat)

"The Advanced SQL course was extremely insightful and the trainer did a great job explaining everything. The pace was just right"

Mark Durkin (e-foods)

"A great trainer - clear and concise in her delivery, great subject knowledge and very approachable. It was a pleasure to do the course with her. The online training was delivered really well and it was easy to follow the presentations and complete the tasks set for us."

Joanne Holt (Greater Manchester Combined Authority (GMCA))

"The pace at which this course was delivered and overall content was fantastic. "

Kim Cowell (Government Internal Audit Agency (GIAA))

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

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