Excel Modelling Training Course

The course participants will be able to efficiently perform a variety of calculations in a transparent way to arrange and present their results, use multiple mechanisms to facilitate and accelerate the creation of spreadsheets, as well as protect the calculations and their results against unauthorized persons

Participants will be able to excel themselves, in the most optimal way to create, consolidate and manage data. A number of tools designed to streamline the work often significantly reduces the time to activities carried out so far and can help you design an application that could perform new tasks.

Course is intended for those familiar the basics of VBA who want to develop their knowledge and greater use of language capabilities.

Training for those working with a Microsoft Excel spreadsheet that would like to improve their work.

The course is designed for users of Excel for creating analyzes and reports.

Please answer the following questions:

• Is your daily work in Excel is a never-ending string of commands copy-paste?
• Are you wasting time on repetition of similar operations to prepare the data for analysis?
• Do you know all the keyboard shortcuts in Excel, but you are not satisfied with the results?
• Rather than deal with data analysis and preparation of wasting time?
• Do you have to manually verify the correctness of such data obtained from different systems?
• Do you have to stay at work after hours or Excel to take books home because not doing during the day?
• Is Your job is to prepare reports based on a large data set?
• Do you feel that working in Excel, you come to a roundabout way of results?

If you can answer YES to one of the questions then it's time stop this nightmare. This training is for you.

Find out how you can speed up your daily operations and get most out of MS Excel.

WARNING

After the training, your life will change dramatically. Activities, which occupied the whole day will take just a few moments. Are you ready for this?

Excel is a popular spreadsheet program created by Microsoft. Jest used to store, organize and analyze data in tabular form. Here are some key features and functions of Excel: 1. Spreadsheets: It consists of sheets, where each sheet is an array consisting of cells arranged in rows and columns. It allows you to create multiple sheets in one file, which allows you to organize different data sets. 2. Calculations and Formulas: Allows you to perform a variety of mathematical, statistical and logical calculations using formulas. It has a wide set of built-in functions such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: Provides tools for formatting data, including changing font, color, style, and creating charts, pivot tables and diagrams. 4. Sorting, Filtering and Grouping: Allows you to sort data according to specific criteria. Allows you to filter data to display only selected information. Possibility to group data depending on needs. 5. Data analysis: Tools for performing advanced analyzes such as scenario analysis, trends, forecasting, and creating macros. 6. Data Sharing: Enables real-time data sharing and collaboration, allowing multiple users to work on the same data simultaneously. 7. Task automation: Ability to create macros and automate tasks using the programming language VBA (Visual Basic for Applications). Excel is widely used in various fields, from business to science and education. Its comprehensive features enable data analysis, creation of reports, budgets, schedules, data management and many other applications.

The course participants will be able to efficiently use primarily data analysis tools such as scenarios and pivot tables, use the features to perform calculations on dates and text-processing functions, and create and adapt to the needs of macros to automate work with spreadsheets.

Audience

Financial or market analysts, managers, accountants

Course Objectives

Facilitate and automate all kinds of financial analysis with Microsoft Excel

Microsoft Excel is a powerful spreadsheet application used for organizing, analyzing, and visualizing data.

This instructor-led, live training (online or onsite) is aimed at beginner-level data analysts who wish to use Excel for data analysis and reporting.

By the end of this training, participants will be able to:

• Create and manage spreadsheets in Excel.
• Format and organize data for clarity and efficiency.
• Use formulas and functions to automate calculations.
• Visualize data using charts, tables, and conditional formatting.
• Collaborate and share workbooks securely in Microsoft 365.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.

By the end of this training, participants will be able to:

• Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
• Apply advanced formulas, functions, and conditional formatting for data analysis.
• Create and manage pivot tables and charts for data visualization.
• Use tools like Power Query, Power Pivot, and perform data analysis.
• Automate tasks using macros and VBA to streamline workflows.

Excel is a spreadsheet application used for data entry, analysis, reporting, and automation.

This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users who wish to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.

Upon completion of this training, participants will be prepared to:

• Work confidently with spreadsheets, formulas, and formatting.
• Use intermediate tools such as tables, charts, and conditional logic.
• Apply advanced functions, data analysis features, and automation techniques.
• Create professional worksheets that support business decision-making.

Format of the Course

• Instructor-led demonstrations and guided explanations.
• Extensive workbook exercises and hands-on practice.
• Practical lab activities using real-world spreadsheet scenarios.

Course Customization Options

• For tailored coverage based on your department’s workflows, please contact us to arrange a customized version of this course.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level to intermediate-level business analysts and data analysts who wish to use Excel to perform data analysis and reporting for their projects and tasks.

By the end of this training, participants will be able to:

• Use Excel formulas and functions to perform calculations and data manipulation.
• Use Excel data analysis tools such as PivotTables, What-If Analysis, and Forecasting to summarize and visualize data.
• Use Excel charts and graphs to create and customize data visualizations.
• Use Excel data validation and conditional formatting to ensure data quality and highlight data insights.
• Use Excel data import and export features to connect to external data sources and share data with others.

During the training, will present the issues of financial analysis using the advanced features of Excel.

This course is intended for financial analysts, accountants and all those who want to expand their skills spreadsheet with issues of financial analysis.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level to intermediate-level professionals who wish to enhance their productivity and efficiency by leveraging the advanced features of Excel and Google Sheets for data organization, analysis, and collaboration.

By the end of this training, participants will be able to:

• Navigate and utilize the core features of Excel and Google Sheets.
• Perform data analysis and create actionable insights using advanced spreadsheet techniques.
• Collaborate in real-time using Google Sheets for seamless teamwork.
• Create reusable templates for reporting, tracking, and project management.