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ADVANCED SKILLS

Excel Power Modeling

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For further information on dates or how to enrol on to our courses, please call +44 (0)20 7549 2591 or alternatively email our bookings team.

Course details

Excel Power Modeling

This program covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency. The program covers building scenarios into models using a variety of functions, along with adding in on sheet controls, sensitivity analyses and flexible output tables. The topics in this menu can be chosen according to delegates’ needs.

Learning outcomes

  • Modeling with speed and style
    • Setting up toolbars so that Excel can be used as efficiently as possible
    • Setting up formatting styles
    • Custom number formats
  • Keeping circularities under control
    • Working with intentional circular references
    • Debugging a model with non-intentional circular references
    • Avoiding intentional circular references with a circular reference macro
  • Flexible output tables
    • Use functions to extract information from a model
    • VLOOKUP
    • HLOOKUP
    • OFFSET
    • INDEX
    • MATCH
    • Data validation
    • INDIRECT
  •  Scenarios
    • Building scenarios into the model
    • CHOOSE
    • OFFSET
    • INDEX
    • MATCH
    • On sheet controls
    • Conditional Formatting
  • Working with text and dates
    • Creating dynamic headings and footnotes in the model
    • Working with dates
    • Concatenation
    • TEXT function
    • UPPER, LOWER, PROPER functions
    • TRIM and CLEAN functions
    • RIGHT, LEFT & MID functions
    • DATE, DAY, MONTH, YEAR functions
  • Sensitivity analysis
    • Run sensitivities on model outputs
    • One-input data tables
    • Two-input data tables
    • Three-input data tables
    • Data table secrets
  •  Lists
    • Creating lists
    • Sorting
    • Basic and advanced filtering
    • SUMIF and COUNTIF
    • Calculate with advanced criteria with database functions
    • Pivot tables
  • Other functionality
    • Printing with views
    • Print macro
    • Print macro with a form for easy print selection
    • User defined functions
    • Beauty save macro
    • Protecting your work
    • Charts
    • Arrays
    • Range names
    • Shortcuts

“The virtual classroom was engaging and it felt like a classroom training” ~ HR, International Investment Bank

Virtual Classroom

Who should attend the course?

  • New hires who have joined the firm late and missed the in-house program
  • Individuals looking to fill a knowledge gap
  • Experienced bankers looking to refresh their technical skills
  • Teams employed in financial strategy roles from non-banking corporations
  • Graduates preparing to interview for a role in the finance sector
  • Students at business school and looking for a career in finance

View video to get a flavour of the course

What is a Virtual Classroom

Virtual Classroom training is a new and highly engaging way of delivering programs remotely with enhanced levels of interactivity compared to conventional webinars. In AMT's Virtual Classroom participants are encouraged to activate their own webcams and mics throughout the class allowing for real-time engagement, both verbal and non-verbal, with fellow participants and their trainer. Participants can also share their screens to get instant assistance in any technical exercise; just like asking the trainer to walk over and help in the classroom! We have seen a step-change in participant engagement with this new technology. The trainer's ability to see a selection of their participants' faces in real-time, and to react to their verbal and non-verbal cues creates a remarkably realistic classroom-like experience. For an example of the technical requirements of for our Virtual Classrooms click here.

Course trainers

trainer-pic Matthew Parker

Prerequisite 

NB.

This course is non-residential. The venue will provide light refreshments. AMT reserve the right to cancel or postpone sessions or change content if registrations are insufficient to continue 2 weeks prior to scheduled commencement date. Registrants will be given at least 5 business days’ notice of such changes.

Excel Power Modeling
What to Bring

You need to use a Windows-based laptop for the training with Excel and Adobe installed on your system to access your course files. Our teaching materials are designed for PCs and not MAC based systems. Download details for the necessary files will be emailed a few days before the course. You can use any version of MS Excel in class. Please inform us of your Excel version when booking your course.

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