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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)
£1,525

Classroom (Manchester)
£1,150

Onsite (your office)
Please ask

Online (your home)
£995

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)
05-06 Feb	09:30-16:30	Online	£995	Book
10-11 Mar	09:30-16:30	Online	£995	Book
10-11 Apr	09:30-16:30	Online	£995	Book
12-13 May	09:30-16:30	Online	£995	Book
05-06 Jun	09:30-16:30	Online	£995	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:

No more than 6 people per class
546 references viewable online
Free USB stick containing course files
Genuine Wise Owl trainers only
Unbelievably good courseware

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

Proper restaurant lunch included

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 course was very understandable and the trainer was very friendly and funny."

Lucy Ellams (Halton Borough Council)

"A knowledgeable and enthusiastic trainer, who read the group well. He picked up on the lightbulb moments (for us) and helped to talk through potential solutions we could apply. Would highly recommend Wise Owl for future training."

Jude Brennan-Ward (Cambridgeshire Constabulary)

"Great course and a great trainer, only wish there'd been an extra day."

Neil Rutherford (Halton Borough Council)

"The training session was a bit of an eye opener for me in terms of what can be done behind the scenes in Power BI e.g., with data cleaning and setting up parameters. Even though I am already interested in learning this stuff, I imagine it would be easy to deliver that kind of material in a very monotonous and uninteresting way, but the presentation style was really fun and lively which made it a lot easier I think to absorb the lessons. It’s also great to have paper copies of the manuals! Thanks again and I hope to take you up on your offer of sending queries your way, I am sure I will."

Simon Hayes (Hounslow Council)

"I really enjoyed the course, the support getting ready in advance making sure my computer was compatible, all the way through to the help and support on the course, was excellent, An excellent tutor. My manager suggested the course and she was really impressed by the support, even setting up the computer a few days before"

Andy Stacey (Scania (Great Britian) Ltd)

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:

A good internet connection (otherwise you'll have a frustrating time); and
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