Tips and tricks using excel intermediate

Course

Inhouse

Price on request

Description

  • Type

    Course

  • Methodology

    Inhouse

  • Class hours

    3h

This program covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency. We cover formatting, advanced functions, text and date functions, range names and printing techniques. Suitable for: Anyone who uses Excel to model financial performance.

About this course

Sound knowledge of the fundamentals of financial statement analysis.
Introduction to Financial Modeling
Modeling a Real Company

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Course programme

This program covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency. We cover formatting, advanced functions, text and date functions, range names and printing techniques.
Advanced formatting
  • Create styles to save a group of formats
  • Work with advanced number formats
  • Create dynamic formats using conditional formatting
  • Create templates in Excel
  • Import styles from another file
  • Selecting hard numbers in a model
  • Show numbers as hundreds thousands, millions, etc
Analytical functions
  • Using MAX functions to slim down IF statement formulas
  • Using SUMIF to summarise analysis
  • Using SUMPRODUCT for calendarization in multiples models
  • Using XIRR and XNPV for more accurate valuation formulae
  • Use the INDIRECT function
  • Use the EDATE function
  • Use variety of date functions to work with date mathematics in models
  • File linking and working with linked files
Text functions
  • Clean imported data using a variety of text functions
  • Create dynamic model documentation using text function
Advanced Printing
  • Use views to specify print ranges in a model
  • Using the camera tool to print parts of the model in one go
  • Use reports to print more than one area of a model in one print run
  • Print different parts of a workbook on one A4 sheet
Names
  • Use Names to name a value, a range or a cell
  • Build dynamic range names

Tips and tricks using excel intermediate

Price on request