About This Course

The course is presented in four parts. 

First, the course introduces a business case of a financial model that allegedly “did it all wrong.” The model requires over 30 steps and over 1 hour just to report on a simple 1-measure report. This becomes a great candidate for this Model Makeover course.

Next, the course lists what makes a model great and how to achieve them:

  • Accuracy
  • Simplicity
  • Robustness

Third, we illustrate the full skills of building the fully overhauled model that would only take 1 minute to generate the report with only 2 steps. The whole process includes:

  • Data sourcing
  • Data processing
  • Report generating
  • Automating, and 
  • Validating

Last, the course evaluates the newly built model to determine how well it meets the requirements of a great Excel model.

Prerequisites and Advanced Preparation

  • Basic Excel and Power Query knowledge. Example: be able to open one Excel file and connect to external data files, etc.
  • Recommended prerequisite: Power Query Part 1: Ultimate Data Transformation

Learning Objectives

  • Master the full skills of designing, implementing and evaluating a financial model
  • Recognize 3 elements to make a great financial model
  • Build a dynamic connection to data files through Power Query
  • Control the financial model with pre-defined parameters in Power Query
  • Distinguish methods to append a new table to the bottom, as rows, or to the right, as columns.

Our Promise to You

By the end of this course, you will have learned model makeover in Excel.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked. 

Get started today and learn more about reducing preparation time in Excel modeling.

Course Curriculum

Section 1 - Introduction And Overview
Introduction 00:00:00
Recap – Excel Model That Did It All Wrong 00:00:00
Your Instructor 00:00:00
Comparison With Other Courses 00:00:00
What You Get From This Course 00:00:00
Downloadable – Exercises 00:00:00
Downloadable – Sample Files 00:00:00
Section 2 - Preparation
What It Takes To Prepare A DSO File 00:00:00
Old Model Flow 00:00:00
Business Case Recap: How To Calculate A 5-Week DSO 00:00:00
What Makes A Great Model 00:00:00
Section 3 - Design, Implement And Test A Financial Model
Overview: Design, Implement And Test A Financial Model 00:00:00
Parameters 00:00:00
Data Input 00:00:00
Data Processing 00:00:00
Period Range For Revenues 00:00:00
Location Mapping 00:00:00
Group By 00:00:00
5-Week Revenue 00:00:00
Number Of Weeks 00:00:00
DSO Calculation 00:00:00
Adjusted DSO 00:00:00
Data Output 00:00:00
Automation 00:00:00
Validation 00:00:00
Testing 00:00:00
Section 4 - Course Takeaways
Takeaways 00:00:00
Next Course 00:00:00
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