Excel Business Modelling

2 day course outline

This course covers the following topics (any items marked with a * will be covered if time allows):

Building models Protection Lookup functions

• What makes a good formula • How protection works • Using VLOOKUP for continuous values
• Separating inputs and calculations • Unlocking cells • Using VLOOKUP for exact matches
• Maintaining constant periodicity • Turning protection on for a worksheet • List data validation for exact matches
• Protecting the whole workbook • Dynamic range names
Range names • Handling errors in lookup tables
Grouping/outlining
• Creating range names
Advanced lookup functions
• Editing/deleting range names • Creating and removing groups
• Expanding and collapsing • Using = MATCH to find values
Masking • Combining =INDEX and =MATCH
Multiple worksheets • The OFFSET function
• Avoiding the IF function
• The INDIRECT function
• Creating a mask • Group editing
• Formulae across sheets
Scenarios
Styles • 3D summing across sheets
• Creating what-if scenarios
• Using styles to apply formatting
Array formulae • The scenario manager
• Number format styles
• Block formulae
Goal-seeking (*)
Formatting numbers and dates • What the curly brackets mean
• Functions using arrays • Targeting a given value
• Standard number formats
• Setting the number of iterations
• Hiding cell contents
Cashflow calculations
• Date formats
Data tables
• Avoiding circularity
Conditional formatting • Separating interest paid and received • One-way data tables
• Dealing with compound interest rates • Two-way data tables
• Creating cell rules
• Managing cell rules
Investment appraisal
• Viewing conditional formats
• Data bars and icon sets • Net present value
• Internal rate of return
Data validation • Non-periodic cashflows

• Setting validation rules

Conditional formulae
• Input and error messages
• Highlighting validated cells • Creating a single =IF formula
• Circling invalid data • Using =SUMIFS and =COUNTIFS
• Combining conditions (AND, OR and
NOT)

There will be no more than 6 people on the course. All of our public (scheduled) courses include lunch at a local restaurant. For
more information, see www.wiseowl.co.uk/courses/excel-business-modelling.htm.

Wise Owl Business Solutions Ltd (company number 05110386) | Tel: (0161) 883 3606 | Web: https://www.wiseowl.co.uk