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Advanced Excel Fin Modelling

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Vibin Velu
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78 views6 pages

Advanced Excel Fin Modelling

Uploaded by

Vibin Velu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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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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