Course description
Excel Power Modeling (1 day)
This program covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency. The program covers building scenarios into models using a variety of functions, together with adding in on sheet controls, sensitivity analyses and flexible output tables. The topics in this menu can be chosen according to delegates’ needs.
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Upcoming start dates
Suitability - Who should attend?
- New hires who have joined the firm late and missed the in-house program
- Individuals looking to fill a knowledge gap
- Experienced bankers looking to refresh their technical skills
- Teams employed in financial strategy roles from non-banking corporations
- Graduates preparing to interview for a role in the finance sector
- Students at business school and looking for a career in finance
Training Course Content
Learning Outcomes
- Modeling with speed and style
- Setting up toolbars so that Excel can be used as efficiently as possible
- Setting up formatting styles
- Custom number formats
- Keeping circularities under control
- Working with intentional circular references
- Debugging a model with non-intentional circular references
- Avoiding intentional circular references with a circular reference macro
- Flexible output tables
- Use functions to extract information from a model
- VLOOKUP
- HLOOKUP
- OFFSET
- INDEX
- MATCH
- Data validation
- INDIRECT
- Scenarios
- Building scenarios into the model
- CHOOSE
- OFFSET
- INDEX
- MATCH
- On sheet controls
- Conditional Formatting
- Working with text and dates
- Creating dynamic headings and footnotes in the model
- Working with dates
- Concatenation
- TEXT function
- UPPER, LOWER, PROPER functions
- TRIM and CLEAN functions
- RIGHT, LEFT & MID functions
- DATE, DAY, MONTH, YEAR functions
- Sensitivity analysis
- Run sensitivities on model outputs
- One-input data tables
- Two-input data tables
- Three-input data tables
- Data table secrets
- Lists
- Creating lists
- Sorting
- Basic and advanced filtering
- SUMIF and COUNTIF
- Calculate with advanced criteria with database functions
- Pivot tables
- Other functionality
- Printing with views
- Print macro
- Print macro with a form for easy print selection
- User defined functions
- Beauty save macro
- Protecting your work
- Charts
- Arrays
- Range names
- Shortcuts
Course delivery details
While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:
- e-binder
- laminated summary sheets
- 24/7 access to DELTA online learning environment
- class recordings
- course notes
- quizzes
- electronic homework/study files
Reviews
Average rating 4.8
They are the Phil Dunphy of the financial training world; top guy!!
Good excel practice.
Everything went fine. Really appreciated formulas being shown throughout the spreadsheet and sheets being uploaded for attendants to catch up on.