
Explore essential Excel modeling by examining financial model types and purposes, inputs and outputs, sensitivity and scenario analysis, and dashboards and non-financial models.
Explore cell referencing in Excel, comparing relative and absolute references and how copying formulas affects them. Learn how relative references change when copied, while absolute references stay fixed.
Master basic Excel functions—logical, aggregate, lookup, and financial—with examples of sum, count, min, max, and average, using formulas and the formula bar.
Explore Excel logical functions through the if construct, including nested if and the and/or operators, using a pricing table example to extract prices based on value ranges.
Explore named ranges in Excel, naming cells or groups like pricing to simplify formulas, reduce absolute references, enable dropdowns, and support external file links in financial models.
Master pivot tables to analyze and summarize data across customers, regions, and products, using rows, columns, values, and filters. Understand their static refresh behavior and role in management reporting.
Explore aggregate functions in financial modelling by using count and sum with criteria to summarize product sales by customer, including data ranges and summary totals.
Explore how to use vlookup and hlookup in Excel to fetch prices from a named fruit list, matching oranges to its price, and apply range-based lookups on pricing.
Learn to nest index and match to retrieve a city's staff cost from an expense table in excel, as Geelong's 19,000 illustrates.
Explore the Excel offset function to reference and shift a cell or range by a variable amount, with simple and one-month delay examples for sales and payments.
Master regression analysis to forecast sales with the forecast function, compute NPV and IRR, and review an amortization schedule, using January–June 2016 data to project July 2016.
Explore how to evaluate financial projects using Excel's net present value and internal rate of return functions, including cost of capital, hurdle rate, and project acceptance rules.
Explore amortization schedules in financial modeling, showing how Excel functions calculate annual loan repayments, split into interest and principal, using a $1 million loan over 10 years at 8%.
Financial Modelling has come a long way in Office Productivity and has gained a lot of following in its own right especially in the large and complex Office Productivity landscape.
After taking this course, the student understands good modelling practices that saves time, money and efforts that is usually needed in putting together a financial model.
The comprehensive nature of this course lets the student understand the basic concepts in Microsoft Excel and the day to day problems that it strives to solve in the toughest landscape of Financial Modelling exercises.
It addresses technical model of Financial topics such as tools selection, best practices and model selection.
It gives a practical hands-on approach to all forms of problem solving and does cover some of the most interesting topics under the Excel Landscape.
This is mostly a basic level course on Excel Modelling and helps Analysts and Professional achieve a basic understanding on Excel and the problems that it is supposed to solve in the Financial World.
In this course the following topics are covered, namely,
Financial Model-Types and Purposes,
Excel Functions,
Pivot Tables,
Financial Modelling Functions and
Financial Models and Concepts.
In Financial Model-Types and Purposes, Financial Models are explained that does not require a lot of Financial Information in its model.
In Excel Functions, Basic Functions, Logical Functions, Cell References and Named Ranges are covered.
In Pivot Tables, advantages of Pivot Tables are explained and disadvantages are discussed with respect to SUMIF functions.
In Financial Modelling Functions, Aggregate Functions, Lookup functions, Nesting Index and Match and Offset functions are explained.
In Financial Models and Concepts, Regression Analysis, Financial Project Evaluation functions as well as Amortization Schedules are explained.