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Excel Business Modelling Training Course

Two days (09:30 to 16:30 UK time each day)

This course is available in the following formats (all prices exclude VAT):

Classroom (London)
£1,450
Classroom (Manchester)
£1,095
Onsite (your office)
Please ask
Online (your home)
£950
You can book a place on this course either online through this website, by phone, by email or by filling in our enquiry form.

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.  Note that this course is an alternative to our two-day Advanced Excel course, not a follow-on.

Course schedule

Here are our next few Excel Business Modelling course dates:

Dates Times Venue Price (excl. VAT)
04-05 Jun 09:30-16:30 Online £950 Book
08-09 Jul 09:30-16:30 Online £950 Book
07-08 Aug 09:30-16:30 Online £950 Book
05-06 Sep 09:30-16:30 Online £950 Book
07-08 Oct 09:30-16:30 Online £950 Book
Show full list of dates

Got a handful of like-minded people in your organisation? You could consider booking your own customised onsite course, whereby you get to pick the dates and venue!

Course Contents - PDF

Excel Business Modelling training course contents

Our two-day Excel Modelling course is definitely for grown-ups.  It shows how to use Excel to build robust financial models (the emphasis is very much on following good practice in Excel, rather than learning about financial methodology).  During the two days you'll learn about:

  • using range names to make formulae easier to use and read;

  • using short-cut keys (many, many short-cut keys!) to become more efficient;

  • how to use all of the most useful functions in Excel (and why INDEX/MATCH is preferable to VLOOKUP);

  • how to model cashflow and do investment appraisals;

  • how to work with multiple sheets;

  • using scenarios and data tables

You should have a good working knowledge of Excel to attend this course, and be willing to learn at a fast pace.

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

Goal-seeking   if time

  • Targeting a given value
  • Setting the number of iterations

Data tables

  • One-way data tables
  • Two-way data tables
Please see further up this page for what you should know beforehand (if anything) in order to attend this course.

Why Choose Us?

Here are some reasons to choose Wise Owl courses:

In addition, here are some benefits unique to classroom training:

And some benefits specific to online training:

  • Courseware manual posted to you in advance
  • Free half-hour pre-course check-up included
  • Our clever system means you can use our laptops (and we can see them)

What other people have said

Our thanks to everyone who agreed to share their thoughts. All of the following reviews are from the last 3 calendar years:

"The trainer was informative and happy to deviate into case studies to suit our environment, if needed. Enjoyed the course."

Stewart Griffiths (Welsh Ambulance Services University NHS Trust)

"One of the best tutors I have had for any training course I've ever done (and I have done a few). I haven't done any coding but the trainer was able to lay out the basics and build upon them, to have a good foundation of knowledge to use in more advanced techniques. This course was suggested by my manager and I think I'll be back for the advanced one!"

Alex Howarth (Department for Levelling Up, Housing and Communities (DLUHC))

"Course content was perfect, really useful to know the fundamentals of how and why things worked, instead of trial and error. A great trainer, plenty of comedy thrown in too (both good and at times, bad!) We have been on a few Wise Owl courses in the past and they are our go-to for training. Especially since on this occasion, the course was closed for ourselves, so we were able to get a more targeted experience."

Adrian Dilworth (Torus62 Ltd)

"A fantastic tutor who made the subject really interesting and talked in depth about each process. I felt I learnt quite a lot during the course."

Daniel Milne (Durham County Council)

"The trainer was great. He explained the basics really clearly and was super helpful if we ever got stuck on something, and went at a good pace so that we could keep up without getting bored. The examples were both fun and relevant to the kinds of things we might want to do at work (like feeding information through from a pop-up box, error checking etc.). The course manual is also really impressive. I would definitely recommend this course."

Jenny Roberts (The London School of Economics and Political Science (LSE))

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

How our training courses work

Below are some notes on how Wise Owl courses work, to help you decide whether they're for you or not.

What you'll need

If you book on a classroom course, the only thing you need to bring to the course is ... yourself! We even provide a notepad and a suprisingly nice pen for you to take notes with.

For online training you'll need two things:

  1. A good internet connection (otherwise you'll have a frustrating time); and
  2. A second screen (a requirement, not a nice-to-have!)

You can see full details of our online course requirements here.

When you book a place

If you book a place on one of our courses:

  • For classroom courses we will send out a joining email. That's it!
  • For online courses we will get in touch to organise a half-hour pre-course check to iron out any connection problems before the course (rather than during it).

Whatever type of course you book, we will also send you out a reminder a few days before the course is due to take place - not that (we hope) you'll have forgotten!

What you won't need

For classroom training, you won't need a computer - we (obviously) will provide that. However, you're welcome to use your own laptop if you prefer, providing that you have the correct software installed.

For online training you will need a computer, but you won't need to have any software installed.  This is because you'll use Windows Remote Desktop to connect to our computers, and these will have all of the necessary files and software installed.

The start of the course

For online courses you will be able to join up to half an hour before the course begins. This will give you time to:

  • familiarise yourself with the set-up;
  • meet your trainer; and
  • get to know the other delegates!

For classroom training it's always nice if people arrive a bit early too, to give people time to meet each other (and drink coffee).

You'll be given a full colour courseware manual, an exercise booklet to go with the course and a USB stick for taking course files away (we'll post all this to you for online courses).

After the course

After the course finishes you'll receive a digital certificate proving your attendance (we will gladly send a paper copy on request also).

We don't have any formal arrangement for answering questions after the course, but if you get stuck on something and email your trainer they should (and nearly always do!) respond as quickly as their training schedule allows.

Related Courses

You might like to consider these related courses:

Excel Advanced

Advanced

2 day course

Excel VBA macros

Advanced

2 day course

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