Excel Next_Training Directory

PowerPoint for Corporate Presentations

Advanced Excel

Excel Macros (VBA)

Financial Modeling in Excel

Training Catalog

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Document Update Date: 04-Sept-2013

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Classroom program participants include Professionals from Top Corporates-

Corporate Training programs conducted across 12+ cities


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


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

https://www.udemy.com/excelnext_excel/

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


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


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

6www.excelnext.in | [email protected]

Excel Next_Training Directory

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