EIEIOTECHNOVATION
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EIEIO / DATA SCIENCE

Creating Sparkling Financial Models with Microsoft Excel 2013

Course outline

1 day

Duration

1 day

Introduction

This intensive course is designed to develop a sparkling financial modeling skills through actual hands-on construction of a model by using Microsoft Excel 2013. The end goal of the course is to give you a practitioner’s view of financial modeling by blending accounting, corporate finance and Excel skills.

Audience

This course is intended for report designers, finance, accounting and advanced Excel users

Prerequisites

Before attending this course, students should have experience:

  • A basic and intermediate knowledge of Microsoft Office Excel

Course Outlines

Charting Techniques

  • Adding lines and background elements to a chart
  • Stacking and overlaying charts
  • Charting tricks
  • Merging charts on a chart sheet

Visualizing Data with Conditional Formatting

  • Using Conditional Formatting Options
  • Create charts using formulas and text characters

Visualizing Data with Sparkline

  • Using Sparkline options

Analysing Data Dynamically by Using PivotTables

  • Rearranging the Layout
  • Adding New Field
  • Renaming a Field
  • Formatting Numbers
  • Changing Sorting Order
  • Showing Top 10
  • Refreshing Data

Advanced PivotTable Features

  • Creating a Basic PivotTable
  • Creating a Basic PivotChart
  • Using the PivotTable Fields Pane
  • Adding Calculated Fields
  • Sorting Pivoted Data
  • Filtering Pivoted Data
  • Using Slicers
  • Creating Timelines

Power View

  • Report Design Principles
  • New 2013 Power View Features
  • Microsoft Power View User Interface
  • Tables
  • Charts
  • BI Semantic Models
  • Saving and Sharing

Programme scope, delivery arrangements and suitability are confirmed during enquiry.