Advanced Business and Financial Modeling Using Excel
By the end of the program, participants will be able to:
Learn and practice all the advanced tools in Excel 2007 by applying them to real-life business cases
Develop practical models in Finance, Business, Accounting & Research
Build Dynamic Business Dashboards to assist professionals in measuring performance and enhance decision making
Learn advanced techniques to link up Excel with Access, Web, Test, SQL, and other Databases.
Build Automated Financial Models using forecasting and what-if analysis
Perform MACROS to automate and manage models efficiently.
This Program is designed for:
Finance and Accounting, business managers, research professionals, financial controllers,
accounting managers, financial directors, senior accountants, financial analysts and
general ledger accountants. Prerequisite: attending Mastering Business and Financial
Modeling program or at least intermediate level proficiency in Excel.
Note: This is a hands-on training program using Laptops/Computers.
| The Advanced Tools |
Macro-Charged Modeling and
Reporting |
| Dynamic Consolidation
Data Validation
Multiple Scenario Manager
Solver for Business
Pivot Tables - Advanced
Advanced formulas techniques
Data Tables |
The Rules of Macro Recording and Editing
Building Navigation Buttons for Your Model
Adding and Configuring Controls
Using List Button and Check-Box Controls
Using Option and Combo Box Controls
Working with LOOP, IF, Msgbox, and Input
Dialogue box.
Building the one stop shop for your daily
tasks and activities
Automating the process of emailing and
printing your reports |
| The Super Model Techniques |
Advanced Report Development |
How a Model should work
Designing the Input, Process, and Output
Tools required for modeling
Automating your Model
Developing a Forecasted Financial Statements
Developing Financial Statements using the GL
Prepare Vendor and Customer Analysis Reports
Build Automated Budgeting and Business Models
Formula Driven Visualization
Trending and Bucketing Your Data
Smoothing Data, Top and Bottom Displays
and Histograms
Two-Dimensional Data Tables |
Working with external data sources
Connecting to text files
Importing delimited files
Managing external data sources
Using Microsoft query
Connecting to Access database
Connecting with SQL databases
Connecting to Web data sources
Creating a Data Source for Online Analytical
Processing - OLAP
Building report solutions |
| Dash boarding & Scorecards |
Putting you to the Test! |
The Ultimate Business Reporting Tool
Creating your periodic and flash management
reports in seconds
Updating your dashboard in one click
Using dynamic labeling and Dynamic Graphing
Report formatting
Designing and Building Scorecards |
Use learned objectives to Plan, Design, and
Implement a complete Business Model |
| |
