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Training course: Excel Diploma - Reach your Excel potential

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Excel-Diploma-course

Microsoft Excel is an integral part of the business landscape and it is a critical tool in departments including accounting, finance, strategy and operations. With Corality’s Excel Diploma course, you will learn how to produce robust and transparent analyses that drive corporate reporting and decision processes by unlocking the complete functionality of Excel.

This highly interactive Excel training course is designed to help you to progress quickly from simply working with Excel spreadsheets to fully mastering the foundation principles of robust Excel development and focused analysis. With illustrated real-life examples, Excel Diploma will give you practical skills that you can use for complex analysis every day.

Upon completion of the course you will not only have accelerated your modelling skills and learnt to decrease risk in your use of Excel and financial models, but you will also be able to confidently repair broken models.

The Excel Diploma course will enable you to

  • Lift the quality of your Excel spreadsheets to enterprise level quality with techniques and structure from advanced financial modelling
  • Master the separation of data, logic and outputs
  • Develop transparent Excel spreadsheets that can be easily understood and modified by other users
  • Understand key Excel functions such as LOOKUP, MATCH, OFFSET, and INDEX
  • Learn how to use VBA and macros
  • Learn essential Excel functionality, from Excel shortcuts and special commands to pivot and data tables
  • Avoid errors with systematic ‘checks’ and audit techniques (i.e., don’t rely on VLOOKUP)

Do you want to advance your Excel knowledge?

This course is designed for those wishing to advance their knowledge of the Excel environment, key Excel functionality, data manipulation and analysis.

No prerequisite knowledge required

There are no prerequisites for this course.

Need more? Learn about valuations or project finance

You may be interested in our project finance modelling course, or the project finance theory course.

Interested in an Excel or financial modelling course for your company?

Contact us for an in-house course delivery options

Best practice financial modelling courses

To see a full list of Corality’s training courses go the full list of financial modelling training courses.
Our course schedule shows you a list of all the upcoming courses in your region.

Financial modelling tutorials – a free resource library

Visit the SMART Campus for free financial modelling tutorials. This extensive library is full of analytical insights that will help you to reduce risk in your models.
 

Course outline

Develop your skills in best practice Excel development, for robust, transparent and flexible spreadsheets which communicate your analysis clearly to decision makers

  • Understand the 10 principles of Excel best practice - the foundation for SMART financial modelling – and how this applies to your day-to-day reporting, analysis and forecasting
  • Learn techniques for transparent Excel development including formulae structure and presentation
  • Understand the key components required for professional presentation of your calculations and analysis
  • Learn how to manage Excel files for version control and efficiency – naming conventions, log of changes, model ownership
  • Understand the spreadsheet development process and the governance required to achieve a lower risk of errors and confusion
  • Review examples of good Excel spreadsheet practice compared to bad practice – visual examples highlighting the risk and reward of good/bad behaviour

Master essential Excel functionality – hands-on Excel development training course module

  • Essential calculation functions for numerical calculations such as SUM, AVERAGE, COUNT
  • Date calculations in Excel – powerful date manipulation formulas including EOMONTH, EDATE, YEAR, MONTH, DATE
  • Logical statements for more structured analysis and filtering– understanding IF, AND, OR, and how they can be applied transparently in a flexible Excel environment
  • Lookup functions – learning appropriate function selection between LOOKUP, INDEX and MATCH, and when to avoid VLOOKUP and HLOOKUP functions
  • Financial functions – Understand limitations of NPV and IRR function in Excel, and review the analytical (from scratch) options to net present value
    • Presentation of the more dynamic and powerful time-dependent functions for financial return analysis XNPV and XIRR
  • Text functions for manipulation and analysis of text strings, which is frequently required (“cleansing”) in reporting and analysis with imported Excel data.– LEFT, MID, RIGHT, FIND, VALUE
  • Overview of more powerful data functions in Excel, useful for custom analysis and flexible spreadsheet structures such as SUMIF, SUMPRODUCT, OFFSET

Review of powerful functionality in Excel – hands of Excel training course workshop components

  • Use pivot tables for ultra-flexible and insightful analysis and reporting
  • Develop data tables for structured one or two dimensional analysis (examples include sensitivity analysis on a key model driver)
  • Filtering is an efficient tool for segmented analysis of Excel data which can save hours of work
  • Understand the power of conditional formatting and it’s applications in Excel dashboards, management reports and business analysis to ‘make the numbers come alive’
  • Develop data validation functionality to avoid errors caused by erroneous user inputs, or use it to give helpful tips to a user of your Excel spreadsheets
  • Explore the functionality and risks with Named Ranges in Excel (while extremely powerful, there are also risks of confusion by other parties, and finding the right balance and structure is critical)
  • Use refined Styles in Excel to achieve perfect consistency in presentation across a spreadsheet, a team or and organisation

Learn to work efficiently with the Excel user interface in this training course

  • Learn Excel keyboard shortcuts for powerful and quick use of essential functionality – detailed review of Corality’s one pager for fast implementation “All the Excel keyboard shortcuts you will ever need”
  • Identify where to find core functions and tools such as charts, dropdown boxes, objects and macros and how to use these efficiently
  • Review common areas of Excel functionality to quickly identify required functionality
  • Customise your Excel interface to easily access your commonly used functions and tools
  • Tips and trick on how to work better in Excel on a day-to-day basis

Understand the different categories of Excel spreadsheets in business applications

  • Management reporting and dashboards – visual representation and communication of key outputs
  • Cash flow forecasting – dynamic and robust forecasting based on key business drivers
  • Budgeting – detailed spreadsheet exercise with many numerical (“hardcoded”) inputs
  • Business analytics – analysis of (often) historical data to identify trends, anomalies, significant segments, profitability challenges
  • Scenario management – forecasting segment review potential future outcomes linked to commercial scenarios – often referred to as “what-if analysis”

Develop Excel charts for clear communication and analysis

  • Learn the key components of Excel charts and how they interact with underlying data
  • Master essential chart functionality to have the skills to tailored the chart to your audience/purpose
  • Master the magic of F11, for customised instant analysis
  • Gain insights from charting of multiple data series on separate axes which is a powerful way of highlighting correlated drivers and results
  • Review tips and tricks to give you increase confident in advanced Excel charting techniques

How to avoid errors in your Excel spreadsheets

  • Understand the different categories of errors and how they can be identified (before it is too late!)
  • Develop a structured framework for Excel spreadsheet review which can be incorporated into your day-to-day job, which reduce the risk of making errors, and assist you in identifying the errors that do occur
  • Understand the types of “Model audit software” and “Excel review add-ins” available in the market to assess if these are beneficial to your organisation

Visual Basic for Applications – a basic introduction of what it is and how it works

  • Learn what Excel macros are and understand how they can be used
  • Quick review of the editing environment to remove the feeling of ‘black magic’
  • Record and adapt a simple macro to get you inspired for future work in VBA

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