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Classroom training -  Excel Business Modelling

Online Training

Excel Business Modelling

Live online training course - classroom version also available

£695 + VAT (where applicable)

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

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 prefereable 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.

Course schedule

Here are our next few online Excel Business Modelling course dates:

Dates Times Price (excl. VAT)
19-20 Jan 10:00-16:30 £695 Book
22-23 Apr 09:30-16:30 £695 Book
15-16 Jul 09:30-16:30 £695 Book
Show full list of dates

Got a handful of like-minded people in your organisation? You could consider creating your own customised online course to run on a date convenient to you).

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

You can download a PDF file giving the course contents.

Benefits of our online training

Here are some reasons to choose Wise Owl online courses:

  • Maximum of 5 people per class
  • Excellent colour courseware manual posted to you in advance
  • Pre-course set-up included in the days before the course
  • No need to install any software on your computer
  • All courses given by one of our 6 Wise Owl trainers

What other people have said

Many thanks to those listed below for kindly agreeing to let us use their names. All of the reviews are from the last 3 calendar years (although some may be for classroom 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)

Refresh the page to see a different set of reviews!

How our live online training courses work

We've published a full summary of what it's like to attend a Wise Owl course online - here are the main things you need to know.

What you'll need

You'll need three things for the course:

  1. A computer (obviously) running Windows.
  2. A good internet connection.
  3. A microphone and (ideally) webcam.

In addition you'll find the course very difficult without an additional monitor (so that you can participate in the course on one screen, and use the software you're learning on the other).

What will happen when you book a place

Within a few hours of your booking a place on one of our online courses, we'll be in touch to get you set up correctly.  This usually takes about half an hour, and can be done at any mutually convenient date/time.

A few days before your course begins you'll receive a parcel in the post (free for UK bookings) containing:

  • A full colour courseware manual;
  • An exercise booklet to go with the course; and
  • A USB stick containing the files for the course, should you need a back-up.

Your parcel will even include a Wise Owl Sheaffer biro (they're good; trust us) and pad.

What you won't need

You won't need to install any software at all on your computer.  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; and
  • we use Teams for our online training, which you can run through most modern browsers.
On and after the course

On the day of the course itself you will be able to join the course up to half an hour before it begins. This will give you time to:

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

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

You can see full details of exactly how our online courses work here.