About This Course

The course will be presented as a case study course. 

First, we start from building a short version Profit and Loss report based on system data. In this case, we will teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we will deploy some advanced formulas that make the report dynamic.

Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill will differentiate rookies and gurus.

Third, we will fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check.

Fourth, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA or Visual Basic Application.

Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We will teach methods at all levels: basic, intermediate and advanced.

Prerequisites and Advanced Preparation

  • Basic Excel knowledge

Learning Objectives

  • Recognize importance of building robust models by using dynamic formulas instead of hard-links
  • Discover benefits of using Pivot Tables in financial modeling
  • Identify 5 crucial elements in financial modeling
  • Discover how to build your own “robot” generating set reports by using macro
  • Explore multiple ways of consolidate financial reports: from basic, to intermediate to advanced methods

Our Promise to You

By the end of this course, you will have learned the advanced features of 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 the top five Excel skills you need to break the vicious cycle.

Course Curriculum

Section 1 - Introduction
Introduction 00:00:00
Your Instructor 00:00:00
The Vicious Cycle And How To Break It 00:00:00
The Virtuous Cycle 00:00:00
Course Overview 00:00:00
Downloadable Resources – Top Five Excel Skills 00:00:00
Section 2 - The Top Five Skills
Skill 1 – Dynamic Formulas: No Hard Links 00:00:00
Skill 2 – Beyond Formulas: Pivot Table 00:00:00
Skill 3 – The Five Magic Pages Of Modeling 00:00:00
Skill 4 – Distribute Reports: Intro To Macro 00:00:00
Skill 5 – Consolidate Reports – Part 1 00:00:00
Skill 5 – Consolidate Reports – Part 2 00:00:00
Skill 5 – Consolidate Reports – Part 3 00:00:00
Skill 5 – Consolidate Reports – Part 4 00:00:00
Section 3 - Conclusion
Course Recap 00:00:00
Q And A 00:00:00
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