Post on 27-Oct-2015
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PowerPoint for Corporate Presentations
Advanced Excel
Excel Macros (VBA)
Financial Modeling in Excel
Training Catalog
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More than 3,000 participants since 2010
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Customized Training Programs suiting their respective Businesses and Processes
Module II
Module I
Advanced Excel
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For: BFSI Professionals, Financial Research Analysts, MIS Executives, Auditors, Freshly qualified CAs & MBAsKey Learning: Analyze data, Prepare MIS reports, Apply CAAT (Computer-aided Audit Techniques)
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Warm-up Essential shortcuts AutoFill options Paste Special (Value, Transpose) Absolute & Relative referencing ($) ROUND()
Data Analytics Sort & Filter Using SUBTOTAL() with filtered data SUMIFS(), COUNTIFS()
Pivot Table for multi-variable analysis Computations %, Sum, Max, Min, Average, Count Grouping (Clustering) Generating multiple reports
Data Lookup VLOOKUP() – a practical perspective VLOOKUP() with MATCH()
Logical Statements IF(), Nested IFs, AND(), OR() ISNUMBER(), ISTEXT(), ISBLANK(), ISERROR()
Data Cleaning – I LEFT(), RIGHT(), MID() LEN() UPPER(), PROPER(), LOWER() TRIM(), VALUE() CONCATENATE(), &
Data Cleaning – II Find & Replace (using wildcard character - Asterisk * ) Go To (Special) Text-to-Columns (incl. advanced tricks) Remove Duplicates
Working with Dates Date correction techniques DAY(), MONTH(), YEAR() EDATE(), EOMONTH() TODAY()
MIS reporting Automatic row-wise Subtotal Conditional Formatting (Blanks, Errors, Cell Values, Duplicates) File Password
Select Dashboard Techniques Activate-Deactivate Gridlines Data Validation (list) Cell-Range Naming Grouping Hyper linking Freeze-Unfreeze panes Hide-Unhide Columns & Rows
Data Lookup INDEX() and 2 MATCH()
MIS reporting Formula based Conditional Formatting 3-D Data Consolidation
What-IF Analysis Data Tables, Goal Seek Form Controls - Spin Button & Scroll Bar
Macros Concept; Macros Recorder Record & Run
Special Charts (with Videos) Thermometer chart Two-axis chart Trend line chart Exploded Pie-chart
Select Formulas & Techniques IFERROR() SEARCH(), SUBSTITUTE() SUMPRODUCT() Cell Protection
for Data Analytics and MIS Reporting
Our Online Program (Video) launched on
12.7 hrs of Video | Excel Case Studies + eHandBook | LIFETIME Access
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Excel Macros (VBA)Data Analysts, MIS Executives, Data Mining & Work Automation officers
Key Learning: Automate repetitive tasks | Prepare month-end reports with the click of a button | Automate PowerPointpreparation from Excel reports | User-defined functions (UDF) | Prepare User Forms … and more
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Introduction To Programming
Introduction to logical thinking, flowcharts & algorithms
Define objective, start & end points; Identifying solution & breaking it into sequential steps
Writing an algorithm
Step-by-step instructions, process flow diagrams/flowcharts.
Excel Macros – an introduction
The Power of Macros - What can be done with Macros and When to use Macros
Introduction to object oriented programming
Objects, their functions, methods and properties
Introduction to Events
What are events, how & when to use them
Preparing to ‘Macro’
Visual Basic Editor (VBE) – Developer Tab, Security
Introduction to the VBE, Project Explorer, Properties window, Password protection of code
How to use the VBE – Features, Options, Intellisensetechnology
Debugging mode, Breakpoints, Bookmarks, Watch window, Immediate window and Locals window
Inbuilt VBE Help feature – Tips and Tricks.
How and when to use the inbuilt help features, Object browser
Common terminology
Terms like ‘Keywords’, ‘Compile’, ‘Debug’ etc.
Recording a Macro
If and when to use Macro recorder along with the code
More On Excel Macros - I
Structure of an Excel workbook from VBA point of view -Common Objects
MS Excel Objects like Applications, Workbook, work sheets, etc. Where to write the code?
Variables and Constants
What are variables and constants?
Type of variables; How and when to use variables to store information.
Typical Variable naming conventions
When to use Variables or constants
More on Excel Macros - II
Loops
For-Next, For-Each, Do-While, Do-Until
Decision-making and Code Branching
If-Then-Else, Select-Case, And/Or conditions
User defined functions (UDF)
What are user defined functions. How to create & use them.
Form Controls vs. ActiveX Controls
Getting into the Code
MsgBox and Input Box
Working with Data in Excel
Data types in Excel worksheets, like Dates, Texts, Nulls etc. Working with workbooks, worksheets, ranges, cells etc.
Using offset and other cell navigation methods.
Working with Arrays
Power Data Processing
Working with Data in Excel
Working with dynamic ranges. Protecting worksheets, cells and ranges. Working with multiple files. Opening & Saving files
Introduction to User Forms
Working with User Forms & User Forms events
User form Controls
Data Validation & Input restrictions
Effective Coding
Testing and Debugging your code
Effective Error Handling
[+] MODULE II: Working with other applications within MS-Office
Working with PowerPoint:
Automatically create a PPT presentation from within Excel
Copying elements like charts, data tables and shapes from Excel into PowerPoint slides
Working with Database (Access):
Connect to Access database as a backend from Excel
Manipulate database from Excel
Learning Pre-requisites: Cell/Range Navigation shortcuts; Logical Statements – IF(), AND(), OR(), ISBLANK(), ISNUMBER(); CellFormat – General, Text, Number, Date; Basic formulas – SUM(), AVERAGE(), COUNT(), CONCATENATE(), LEFT(), RIGHT, MID(); Sort &Filter, Basics of Pivot Table
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For: BFSI Professionals, Financial Research Analysts, Freshly Qualified CAs and MBAs (Finance)
Key Learning: Prepare end-to-end interlinked integrated model for Business ventures, Franchisee Investments, ProjectFinance, Company financials, CMA Reports
Financial Modelingin Excel for Project Finance
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Financial Constructs
Overview of Income Statement, Balance Sheet & Cash Flow
Operating Income, Costs & EBITDA
Concept: Free Cash Flow (Firm & Equity) -FCFF and FCFE
Time Value of Money
Terminal Value, NPV, IRR
Project IRR vs. Equity IRR
Ratios analysis
Select Excel techniques
Circularity Switch & Iteration
Form Buttons (Spin Button, Scroll bar)
Data Validation (Drop Down List) with Range Naming
What-if Analysis- Data Tables, Goal Seek, Scenario
Conditional Formatting
Logic building using IF(), AND(), OR(), NOT()
EDATE(), EOMONTH()
MAX(), ROUND()
Building Blocks for Financial Model – III
Currency/Input price escalation
Forecasting Techniques
Tax Holiday & Slabs
IDC Calculation
Break Even Analysis (BEP)
Project Delays
Scenario Table for Project Sensitivity
Dashboard using Dynamic Charts
Excel Financial formulas NPV, IRR, XIRR
PMT, NPER, RATE, PV, FV
Financial Modeling- Best Practices
Case Studies Project Finance – Hydro Power
Participants’ Projects
Building Blocks for Financial Model - I
Financial Model Layout Essentials: Template Creation, Pane Freezing, Cell Referencing ($)
Assumption setting: Identifying and separating key assumptions & drivers
Modeling Dynamic Timelines: Operation period and Business Commencement Calculation
Building Blocks for Financial Model - II
Capital Expenditure Phasing
Installed Capacity vs. Operating capacity
Amortization/Depreciation schedule
Revenue & Cost drivers
Mapping out a capital structure
Debt Drawdown & Repayment
Moratorium period for repayment
Working Capital schedule & Linkages
Interlinking Income Statement & Balance Sheet
Integrating the Cash Flow
“ … we help bridge the gap betweenbookish knowledge and real-lifepractical applications.”
- Rishabh Pugalia,Program Director, Excel Next
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Advanced PowerPointfor Corporate Presentations
Before After
Content-
Design Themes
SmartArt Graphic & SmartArt Tools
Shapes & Drawing Tools
Picture Formatting Tools
Animation & slide Transitions
Charts- Design, Layout, Format options
Special Advanced Charts
Printing Options
Presentation Views & Option settings
Tips-n-Tricks with Case Studies
Bonus: Overview of Minto principle’s application in design of storyboard
Bonus: Application of MECE
Special focus on aesthetics of PowerPoint Presentations
Region-wise Sales-to-Profit mapping (%) Quarterly Profit-Loss trend
Sample Charts-
Sample presentation
Company Overview: Detailed Business operations, Comparative market share, Region-wise Sales-to-Profit mapping (%) and Properly-aligned text boxes & charts
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