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Excel Financial Modeling and Business Modeling Course
Rating: 4.5 out of 5(32 ratings)
3,187 students

Excel Financial Modeling and Business Modeling Course

Mastering Financial Analysis and Strategic Business Planning with Excel
Last updated 8/2026
English
English [Auto],

What you'll learn

  • Master data cleaning, reformatting, and complex functions to prepare and analyze datasets effectively.
  • Build solid financial models, create dynamic charts, and perform scenario analysis for strategic planning
  • Learn comprehensive database management skills, including data extraction, lookup formulas, and automation
  • Connect Excel with other tools like Word and Outlook, automate tasks, and manage cloud backups for seamless workflow
  • Create professional charts, dashboards, and financial reports to present data clearly and effectively
  • Apply learned skills through real-life examples, manage funds, and perform accurate depreciation calculations

Course content

1 section41 lectures4h 51m total length
  • Business Plus Financial Modeling Course Info1:47

    Learn to apply basic and advanced Excel skills to create accounting, employee, and inventory management systems, including an employee database that auto-fills details and photos from codes.

  • FAQs1:03
  • Data Cleaning and Reformatting Tricks9:37

    Learn data cleaning and reformatting in Excel, including clearing formats, fixing dates, autofilling gaps, replacing blanks with not available or Islam, resizing columns, and converting to a formatted table.

  • Important Message1:35

    This video explains the portal's review prompt after finishing a video, guiding you to rate the experience by selecting stars, adding a brief note, and saving feedback.

  • Calculate Employee Age10:05

    Use the today function to compute an employee's age in years, months, and days, then join the results with text and format the data as a table.

  • Inserting Cell Fitted Pictures Automatically in One Click10:10

    Create an 'employee picture' column in the main data file and automatically insert and fit each photo into its cell with one click using the Q Tools add-on.

  • Apply Auto Search Boxes8:33

    Create an auto search box in Excel using a combo box from the developer tools to auto-complete employee names. Link it to the named range 'employees' to pull details.

  • Employee Data Extraction Technique8:24

    Learn to extract an employee's joining date automatically using v lookup and the match function, by setting up a searchable employee list, named ranges, and dynamic headings.

  • Employees Lookup Formula Application to All6:55

    Use a single lookup formula in Excel to fill all fields by fixing the employee name as the primary lookup value and using match to retrieve column data.

  • Creating Picture Lookups9:22

    Learn to create picture lookups in excel by linking employee names to their pictures with index-match, named ranges, and a defined name for picture lookup.

  • Formatting Cells and Currency Defaults6:48

    Learn how to format cells and set currency defaults, and use Excel–Word mail merge to generate personalized salary notices and supplier checks with rupee formatting.

  • Convert Amount In Figures to Amount in Words8:42

    Learn to convert amounts from figures to words in Excel using a custom spelled number formula, automate with a VBA macro, and apply it to a check printing workflow.

  • Connect Word Cheques Template With Excel5:57

    Connect the macro-enabled Excel file with a word check template using mail merge, adjust field alignment for different banks, preview and finish the merge to print checks.

  • Edit Fields and Merge Results in Main Merge4:09

    Edit fields by inserting before and after slash or dash to secure amounts; perform mail merge and print checks with Word connected to Excel.

  • Toggle Field Codes to Apply Comma Style4:16

    Learn to toggle field codes in Word to apply comma style to currency figures copied from Excel, ensuring thousands formatting and optional rupees labeling.

  • Configure Gmail Account on Outlook 20164:14

    Configure a Gmail account in Outlook 2016 to send bulk emails via mail merge, including enabling forwarding, two-step verification, and linking Gmail to Outlook.

  • Sending Emails From Outlook Final6:05
  • Database Management Part 111:45

    Master database management with advanced excel to clean raw sales data, format columns, and extract prices using VLOOKUP, named tables, and exact-match formulas.

  • Database Management Part 27:06

    Apply tiered discounts using vlookup with approximate matching on sealed amounts, name the range, then compute net sales, cost of goods sold at 40 percent of gross price, and profit.

  • Database Management Part 31:14

    Format data into a table to improve the sheet, enabling filters and sorting with auto-recognized headings. Ensure no empty rows or gaps; fill with zeros to keep the table intact.

  • Database Management Part 48:42

    Transform raw data into pivot table reports to regionalize contributions to total sales in percentage, analyze beverage sales by month and region, and identify top salespeople.

  • Database Management Part 55:16

    Create and manage multiple pivot tables on the same sheet, customize date grouping to months and years, and summarize data by region to reveal total sales and transaction counts.

  • Database Management Part 65:33

    Extract regional contribution as a percentage of grand total to reveal the top performing region. Learn to add a calculated field and refresh the pivot table for dashboard reporting.

  • Database Management - Creating Charts and Static Dashboards11:46

    Create charts from pivot tables and consolidate them on a static dashboard. Learn to use line, bar, and pie charts, format sheets, and name pivot tables for clarity.

  • Database Management - Convert Static Charts to Dynamic Charts4:49
  • Power Pivot Introduction14:56

    Master power pivot and the data model to handle millions of rows, load tables, build relationships, and use the related function to pull prices and discounts.

  • Using Power Pivot for Pivot Table11:10

    Learn to use Power Pivot to build a multi-table data model with relationships across sheets, enabling pivot tables that analyze cost of sales and units by product and sales representative.

  • Using Scenario Manager11:40

    Learn to build budgeting and forecasting scenarios in Excel with the scenario manager, compare multiple expense scenarios as revenue percentages, and save and switch between scenarios.

  • Collecting Bulk Data From People Automatically16:48

    Collect bulk data from customers with Google Forms, automatically compile responses into an Excel sheet, and publish shareable links with validation for quality data.

  • Customizing Google Forms7:59

    Customize Google forms with color schemes, header images or logos, and templates, then organize questions into sections, set navigation, and tailor end messages for professional surveys.

  • How to Email Google Forms Professionally6:13

    Learn how to email Google Forms professionally to vendors or customers by turning links into clear clickable buttons, customizing link text, and using image buttons for a polished invitation.

  • Automated Cloud Backup for Files7:06

    Automatically back up desktop Excel files to Google Drive with Drive for desktop, enabling cloud sync of online files and two-way updates across devices.

  • Funds Management Part 16:00

    Build an automated monthly EMI schedule in Excel to manage car, business, and personal loan payments, tracking 15 payments and ensuring funds five days before due dates.

  • Funds Management Part 29:42

    Split the first payment into monthly installments starting 28 May 2020. Copy fields and fill 36 installments by pattern, freeze headings, and apply filters.

  • Funds Management Part 34:39

    Master funds management in Excel by applying filters, adding a field that uses today() to compute days left on installments, and display only upcoming payments with conditional formulas.

  • Funds Management Part 49:59

    Apply conditional formatting in Excel to highlight the days left column when days left are greater than zero and less than or equal to grindy, enabling funds management visibility.

  • Depreciation Schedule Part 18:09

    Learn to automate depreciation schedules in Excel for a motor vehicle using straight-line and declining balance methods, with dynamic row extension, above-cell formulas, and error handling for varying useful lives.

  • Depreciation Calculation Straight Light Part 26:21

    Build a depreciation calculation using a step-by-step formula that adapts to the asset’s useful life, drags across years, and handles blanks and errors with fixed references.

  • Depreciation Calculation Straight Light Part 34:56

    Automate year-end depreciation calculations in Excel using a 2013-01-01 acquisition date, applying 360-day and end-of-month methods. Utilize IF logic to handle blanks and dynamic year updates as the horizon changes.

  • Bonus Section0:55
  • Congratulations0:45

Requirements

  • Familiarity with basic Excel functions and navigation
  • Access to a computer with Microsoft Excel installed (Excel 2016 or later recommended)
  • Reliable internet connection to access course materials and download resources
  • Enthusiasm to learn and apply advanced Excel techniques and financial modeling skills
  • The course is designed to accommodate learners without prior financial modeling experience

Description

Master Financial Modeling and Excel Business Modeling with Our Comprehensive Course Bundle

Are you ready to excel in your career and become a standout professional in financial modeling? Our MS Excel Financial Modeling and Business Modeling Bundle is designed to take you from beginner to expert, equipping you with the skills needed to secure your dream job and become a champion in your field.


Why Enroll in This Course?

Expert Instruction: Learn from an industry professional who has successfully navigated the same path, ensuring you overcome the learning curve and stand out from your peers.


Comprehensive Guide to MS Excel Financial Modeling:

  • Master Excel Financial Modeling: Become an expert in building great financial models.

  • Business Valuation: Gain a deep understanding of valuation mechanisms.

  • Professional Formatting: Learn to create professionally formatted files that impress.

  • Excel Proficiency: Demonstrate excellent Excel skills in your workplace.

  • Career Preparedness: Be ready from day one for roles in investment banking, financial advisory or consulting.

What You’ll Learn:

  • Advanced Excel Functions: Become comfortable with MS Excel and its advanced functions.

  • Excel Mastery: Be one of the best Excel users on your team.

  • Efficiency: Perform ordinary tasks faster and more efficiently.

  • Scenario Modeling: Develop models with multiple scenarios.

  • Advanced Visualizations: Create professional, advanced charts and graphics.

  • Extended Functions: Gain knowledge of Excel’s extended functions, overview tables, and visualizations.

Course Features:

  • Easy-to-Understand Material: Well-designed, accessible content.

  • Detailed Explanations: Real-life, case-based examples.

  • Downloadable Materials: Access to comprehensive course materials.

  • Regular Updates: Stay current with ongoing course updates.

  • Hands-On Learning: Emphasis on learning by doing.

Course Benefits:

  • Excel Proficiency: Dramatically improve your Excel skills, even with basic prior knowledge.

  • Career Advancement: Gain the confidence and skills to excel in day-to-day tasks and stand out to potential employers.

  • Valuable Investment: Enhance your career prospects, receive positive feedback, and achieve personal growth.

About the Course:

  • Money-Back Guarantee: Udemy’s 30-day unconditional money-back guarantee ensures the quality of our content.

  • No Prior Knowledge Required: Suitable for all learners, regardless of prior experience.

  • Unlimited Access: Enjoy lifetime access to all course materials.

  • Expert Support: Contact us anytime for clarification and support.

Who Should Enroll?

This course is ideal for graduates aiming to become investment bankers, finance professionals, and anyone seeking to dramatically improve their Excel skills. With a well-structured DCF model and thorough theoretical concepts, you'll gain a competitive edge in the job market and in your day-to-day tasks.


Enroll today and make an investment in your future that will pay off in career success, skill enhancement, and personal growth. Transform your Excel and financial modeling skills with our expert-led course and step confidently into your dream job.


Who this course is for:

  • Individuals working in finance, accounting, or related fields looking to enhance their Excel skills and financial modeling capabilities
  • Those who need to create business models and financial plans for their ventures
  • rofessionals transitioning into finance roles who need to build a strong foundation in financial modeling
  • Individuals seeking to become proficient in advanced Excel functions and apply them to real-world business and financial scenarios