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    4 views6 pages

    Advanced Excel Fin Modelling

    Uploaded by

    Vibin Velu

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 6

    Level 1

    Level 2
    Level 3 Financial Modelling
    Learning Outcome:
    Upon successful completion of this course, students will be able to:

    • Use Microsoft Excel in business more effectively


    • Perform analysis and evaluation to assist in enhancing the decision-making process
    • Understand and create pivot tables and pivot charts • Visualize and manipulate data
    • Prepare business and flash reports to senior management • Will be able to design professional-
    level spreadsheets to lay out data intelligently.

    Advance Excel – Level 1

    • SESSION 1: Setting Up a workbook


    • SESSION 2: Working with Data and Excel Tables - including Converting A
    Range to Table
    • SESSION 3: Performing Calculations on Data - including Lookup Functions,
    Formula Auditing & Count if
    • SESSION 4: Changing Workbook Appearance - including Conditional
    Formatting
    • SESSION 5: Focusing on Specific Data by Using Filters
    • SESSION 6: Reordering and Summarizing Data - including Absolute Address,
    Data Validation & Consolidation, Data Tables
    • SESSION 7: Combining Data from Multiple sources - including Creating
    Dashboards
    • SESSION 8: Analyzing alternative Data Sets - including Remove Duplicates,
    Sorting & Custom Sort
    • SESSION 9: Creating Dynamic Lists by using PivotTables - including Pivot
    chart
    • SESSION 10: Creating Charts and Graphics – including Pie Chart, Combination
    Chart & Sparklines)
    • SESSION 11: Printing and setting up a print area
    • SESSION 12: Automating Repetitive Tasks by Using Macros
    • SESSION 13: Working with Other Microsoft Office Program - including
    Database functions and Data Linking
    • SESSION 14: What-If-Analysis – including Goal Seek and Scenario Manager
    • SESSION 15: Collaborating with Colleague
    ADVANCED EXCEL-LEVEL-2
    PART I: WORKING WITH FORMULAS
    AND FUNCTIONS

    SESSION 1: Introducing Formulas and Functions


    SESSION 2: Creating Formulas mat Manipulate Text
    SESSION 3: Working with Dates and Times
    SESSION 4: Creating Formulas mat Count and Sum
    SESSION 5: Creating Formulas mat Look Up Values
    SESSION 6: Creating Formulas for Financial Applications
    SESSION 7: Introducing Array Formulas
    SESSION 8: Performing Magic with Array Formulas

    PART II: CREATING CHARTS AND GRAPHICS


    SESSION 9: Getting Started Making Charts
    SESSION 10: Learning Advanced Charting
    SESSION 11: Visualizing Data Using Conditional Formatting
    SESSION 12: Creating Sparkline Graphics
    SESSION 13: Enhancing Your Work with Pictures and Drawings
    PART III: USING ADVANCED EXCEL
    FEATURES 539
    SESSION 14: Customizing the Excel User Interface
    SESSION 15: Using Custom Number Format
    SESSION 16: Using Data Validation
    SESSION 17: Creating and Using Worksheet Outlines
    SESSION 18: Linking and Consolidating Worksheets
    SESSION 19: Excel and the Internet
    SESSION 20: Sharing Data with Other OACe Applications
    SESSION 21: Using Excel in a Workgroup
    SESSION 22: Protecting Your Work
    SESSION 23: Making Your Worksheets Error-Free
    PART IV: ANALYZING DATA WITH EXCEL
    SESSION 24: Getting Data from External Database Files
    SESSION 25: Introducing Pivot Tables
    SESSION 26: Analyzing Data with Pivot Tables
    SESSION 27: Performing Spreadsheet What-If Analysis
    SESSION 28: Analyzing Data Using Goal Seeking and Solver
    SESSION 29: Analyzing Data with the Analysis ToolPak

    Level 3
    Advance Excel with Financial
    Modelling
    MS Excel
    Financial
    Functions (To
    calculate
    depreciations)
    • Use the SYD function to calculate Depreciation
    • Use the SLN function to calculate straight-line Depreciation
    • Production per hour
    • Calculate the age of a person in days

    Business and Financial Data Validation


    (To validate the error in cash flow, fund flow, etc.)
    • Setting-Up Your Validation Rules
    • Selecting Different Input Variables
    • Using Lists to Restrict Data Input to Your Business Mode

    SAY “HELLO” TO YOUR BETTER FUTURE, NOW !!


    Working with Financial Data
    (To sort list, salary list, stock list etc.)
    • Sort
    • Creating Form
    • Subtotal
    • Text To Columns

    Business and Financial


    Functions (Investment
    & share details etc)
    • Decide Amount To Invest
    • Compare investments
    • Using the double-declining balance method
    • Determine the payment of a loan

    Must Tools for Every Business and Finance Professional


    (Trial balance, balance sheet, cash flow etc)
    • IF STATEMENT
    • MID, LEFT, RIGHT
    • VLOOKUP

    Data Consolidation (employee sheet, sales budget, etc)


    • Using Appropriate Function
    • Selecting Different References
    • Creating Source To Consolidated Data

    Pivot Table and Pivot Charts – A Must Learn Tool


    • Using Your Own Data( stock data, cash flow, trial balance)
    • Using Your Imported Data
    • Using Consolidation Ranges( employee salary)
    • Enhancing Your Report with Data and Format Options( variance report)

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