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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:Thu 18 February 2021
  • 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

  • VLOOKUP for continuous values
  • 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?

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).

"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)

"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)

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

Scheduled Excel Business Modelling training dates

Here are the classroom Excel Business Modelling courses we have scheduled for the next 3 months:

Dates Days Venue Price Booking
Thu/Fri 18-19 February 2021 2 £750 Book places
Tue/Wed 27-28 April 2021 2 £750 Book places
Tue/Wed 03-04 August 2021 2 £750 Book places
Date(s) Venue
18/02
27/04
03/08

All prices exclude VAT. If you can't see the dates you want, ask us about running onsite Excel training at your offices (we'll even provide and set up the computers).

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