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Excel for Business

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Disclaimers Prerequisites Bio Overview Session1 Session2 Session3 Session4

 

Overview

The 12-hour workshop will cover the use of Excel in the following areas:

  1. Building projections of financial statements
  2. Developing scenarios and what-if analysis
  3. Solving investments and corporate finance problems
  4. Data analysis

Disclaimers

Prerequisites

Session 1: Building projections of financial statements

Developing and reviewing business plans is an integral part of what entrepreneurs and executives do. Understanding how different pieces of a business plan fit together financially is critical to being a successful manager. The business plans are also the basis of budgets used to monitor the progress of a business or division.

Accounting and finance skills taught

Linking financial statements

Deriving cash flows from income statement and balance sheet assumptions

Excel skills taught

Shortcuts

Excel best practices

Styles and Add-ins

Checks and Errors

Iterations [Time permitting]

s07-01-iteration-circuit-breaker.xlsm; s07-02-iteration.xlsx

Session 2: Developing scenarios and what-if analysis

Excel skills

Excel functions needed for multiperiod models

Data tables

Scenarios

Session 3: Investments and corporate finance problems

Finance examples

The focus here will not be to teach finance per se but to illustrate how to use Excel to solve finance problems.

Excel skills

Financial functions

s08-01-excel-financial-functions.xlsx

Session 4: Data analysis

Data analysis examples

The focus here will not be to teach data analysis concepts per se but to illustrate how to use Excel to analyze data.

Excel skills

Classifying data

Solving equations

Data analysis