Excel Power Modeling

Description

AMT Training has a new home!

In 2021, AMT Training joined Training The Street

The new global standard in financial modeling and valuation training
We have expanded our product offering by combining our content libraries with Training The Street. You can find your training solutions for corporate, Public Courses, and self-study all in one place.

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

What you will learn

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