Microsoft Excel is an integral part of the business landscape and it is a critical tool in departments including accounting, finance, strategy and operations. With our Excel Diploma course, you will learn how to produce robust and transparent analysis that drives corporate reporting and decision processes by unlocking the complete functionality of Excel.
This highly interactive Excel training course is designed to help you progress quickly from simply working with Excel spreadsheets to fully mastering the foundation principles of robust Excel development and focused analysis. With illustrated real-life examples, Excel Diploma will give you practical skills that you can use for complex analysis every day.
Upon completion of the course you will not only have accelerated your modelling skills and learnt to decrease risk in your use of Excel and financial models, but you will also be able to confidently repair broken models.
The Excel Diploma course will enable you to
Lift the quality of your Excel spreadsheets to enterprise level quality with techniques and structure from advanced financial modelling
Master the separation of data, logic and outputs
Develop transparent Excel spreadsheets that can be easily understood and modified by other users
Understand key Excel functions such as LOOKUP, MATCH, OFFSET, and INDEX
Learn how to use VBA and macros
Learn essential Excel functionality, from Excel shortcuts and special commands to pivot and data tables
Avoid errors with systematic ‘checks’ and audit techniques (i.e., don’t rely on VLOOKUP)
Do you want to advance your Excel knowledge?
This course is designed for those wishing to advance their knowledge of the Excel environment, key Excel functionality, data manipulation and analysis.
No prerequisite knowledge required
There are no prerequisites for this course.
Need more? Learn about valuations or project finance
The Online Resources section of our website contains a substantial collection of free downloads and tutorials in financial modelling, webinars and blogs. Covering essential topics include NPV modelling and analysis, debt service reserve accounts, terminal value modelling and Excel shortcuts PDF Download– you will have hours and hours of free learning.
Develop your skills in best practice Excel development
Develop your skills in best practice Excel development, for robust, transparent and flexible spreadsheets which communicate your analysis clearly to decision makers
Understand the 10 principles of Excel best practice – the foundation for the Mazars Financial Modelling methodology – and how this applies to your day-to-day reporting, analysis and forecasting
Learn techniques for transparent Excel development including formulae structure and presentation
Understand the key components required for professional presentation of your calculations and analysis
Learn how to manage Excel files for version control and efficiency – naming conventions, log of changes, model ownership
Understand the spreadsheet development process and the governance required to achieve a lower risk of errors and confusion
Review examples of good Excel spreadsheet practice compared to bad practice – visual examples highlighting the risk and reward of good/bad behaviour
Master essential Excel functionality
Master essential Excel functionality – hands-on Excel development training course module
Essential calculation functions for numerical calculations such as SUM, AVERAGE, COUNT
Date calculations in Excel – powerful date manipulation formulas including EOMONTH, EDATE, YEAR, MONTH, DATE
Logical statements for more structured analysis and filtering– understanding IF, AND, OR, and how they can be applied transparently in a flexible Excel environment
Lookup functions – learning appropriate function selection between LOOKUP, INDEX and MATCH, and when to avoid VLOOKUP and HLOOKUP functions
Financial functions – Understand limitations of NPV and IRR function in Excel, and review the analytical (from scratch) options to net present value
Presentation of the more dynamic and powerful time-dependent functions for financial return analysis XNPV and XIRR
Text functions for manipulation and analysis of text strings, which is frequently required (“cleansing”) in reporting and analysis with imported Excel data.– LEFT, MID, RIGHT, FIND, VALUE
Overview of more powerful data functions in Excel, useful for custom analysis and flexible spreadsheet structures such as SUMIF, SUMPRODUCT, OFFSET
Review of powerful functionality in Excel
Review of powerful functionality in Excel – hands of Excel training course workshop components
Use pivot tables for ultra-flexible and insightful analysis and reporting
Develop data tables for structured one or two-dimensional analysis (examples include sensitivity analysis on a key model driver)
Filtering is an efficient tool for segmented analysis of Excel data which can save hours of work
Understand the power of conditional formatting and its applications in Excel dashboards, management reports and business analysis to ‘make the numbers come alive’
Develop data validation functionality to avoid errors caused by erroneous user inputs, or use it to give helpful tips to a user of your Excel spreadsheets
Explore the functionality and risks with Named Ranges in Excel (while extremely powerful, there are also risks of confusion by other parties, and finding the right balance and structure is critical)
Use refined Styles in Excel to achieve perfect consistency in presentation across a spreadsheet, a team or and organisation
Learn to work efficiently with the Excel user interface
Learn to work efficiently with the Excel user interface in this training course
Learn Excel keyboard shortcuts for powerful and quick use of essential functionality – detailed review of the Mazars one pager for fast implementation “All the Excel keyboard shortcuts you will ever need”
Identify where to find core functions and tools such as charts, dropdown boxes, objects and macros and how to use these efficiently
Review common areas of Excel functionality to quickly identify required functionality
Customise your Excel interface to easily access your commonly used functions and tools
Tips and trick on how to work better in Excel on a day-to-day basis
Understand the different categories of Excel spreadsheets
Understand the different categories of Excel spreadsheets in business applications
Management reporting and dashboards – visual representation and communication of key outputs
Cash flow forecasting – dynamic and robust forecasting based on key business drivers
Budgeting – detailed spreadsheet exercise with many numerical (“hardcoded”) inputs
Business analytics – analysis of (often) historical data to identify trends, anomalies, significant segments, profitability challenges
Scenario management – forecasting segment review potential future outcomes linked to commercial scenarios – often referred to as “what-if analysis”
Develop Excel charts for clear communication and analysis
Learn the key components of Excel charts and how they interact with underlying data
Master essential chart functionality to have the skills to tailor the chart to your audience/purpose
Master the magic of F11, for customised instant analysis
Gain insights from charting of multiple data series on separate axes which is a powerful way of highlighting correlated drivers and results
Review tips and tricks to give you increase confident in advanced Excel charting techniques
How to avoid errors in your Excel spreadsheets
Understand the different categories of errors and how they can be identified (before it is too late!)
Develop a structured framework for Excel spreadsheet review which can be incorporated into your day-to-day job, which reduce the risk of making errors, and assist you in identifying the errors that do occur
Understand the types of “Model audit software” and “Excel review add-ins” available in the market to assess if these are beneficial to your organisation
Visual Basic for Applications
Visual Basic for Applications – a basic introduction of what it is and how it works
Learn what Excel macros are and understand how they can be used
Quick review of the editing environment to remove the feeling of ‘black magic’
Record and adapt a simple macro to get you inspired for future work in VBA
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