Excel Power Modelling

This programme covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency.

The programme covers building scenarios into models using a variety of functions, together with adding in on-sheet controls, sensitivity analyses and flexible output tables.

The topics in this menu can be chosen according to client’s needs and participants’ profiles.

Suitability

This course is suitable for anyone with basic accounting skills, financial maths skills and Excel skills.

Learning Outcomes

By the end of the course participants will be able to:

OPTION 1: Model with speed and style (1 – 2 hours)

Set up toolbars so that Excel can be used as efficiently as possible
Set up formatting styles
Custom number formats

OPTION 2: Keep circularities under control (1 – 2 hours)

Work with intentional circular references
Debug a model with non-intentional circular references
Avoid intentional circular references with a circular reference macro

OPTION 3:Flexible output tables (1 – 2 hours)

Use functions to extract information from a model
VLOOKUP
HLOOKUP
OFFSET
INDEX
MATCH
Data validation
INDIRECT

OPTION 4: Scenarios (1 – 2 hours)

Build scenarios into the model
CHOOSE
OFFSET
INDEX
MATCH
On sheet controls
Conditional Formatting

OPTION 5: Perform sensitivity analysis (1 – 2 hours)

Run sensitivities on model outputs
One-input data tables
Two-input data tables
Three-input data tables
Data table secrets

Course Content

Key topics

OPTION 1: Modelling with speed and style (1 – 2 hours)

Setting up toolbars so that Excel can be used as efficiently as possible
Setting up formatting styles
Custom number formats

OPTION 2: Keeping circularities under control (1 – 2 hours)

Working with intentional circular references
Debugging a model with non-intentional circular references
Avoiding intentional circular references with a circular reference macro

OPTION 3:Flexible output tables (1 – 2 hours)

Use functions to extract information from a model
VLOOKUP
HLOOKUP
OFFSET
INDEX
MATCH
Data validation
INDIRECT

OPTION 4: Scenarios (1 – 2 hours)

Build scenarios into the model
CHOOSE
OFFSET
INDEX
MATCH
On sheet controls
Conditional Formatting

OPTION 5: Sensitivity analysis (1 – 2 hours)

Run sensitivities on model outputs
One-input data tables
Two-input data tables
Three-input data tables
Data table secrets

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of a cohort was promoted within 2 years after participating in an Alpha course.

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of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

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We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

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Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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