A Highly Interactive Training Course On

Data Management, Planning, Forecasting & Budgeting using Excel®

Certificates

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Course Outline

Module 1: Data Management, Manipulation and Analysis using Excel®
Day One: An Introduction to the MS Excel Environment
  • Cell referencing, cell formatting and entering formula
  • Workbooks versus Worksheets
  • Copy and pasting
  • Left click versus right click
  • Paste Special
  • Introductory charts
Day Two: Using MS Excel Functions for Fundamental Data Analysis
  • Use of text function, FIND(), LEN(), LEFT(), RIGHT() and &
  • Use of count functions, COUNTA(), COUNTIF(), COUNTIFS() and SUMIF()
  • Basic statistical functions, Max and Average
  • Filtering, sorting and use of conditional formatting
  • Scatter diagrams
Day Three: Intermediate MS Excel Functions
  • Use of VLOOKUP() and HLOOKUP()
  • Date functions, YEAR(), MONTH(), DAY(), YEARFRAC()
  • Selecting appropriate charts
  • Introduction to Pivot tables
Day Four: Carrying out Statistical Analysis using MS Excel
  • Using MS Excel to calculate mean, mode and median
  • The difference between the various standard deviation and variance function in MS Excel
  • Using MS Excel to examine inter-dependency
  • Drawing histograms in MS Excel
  • Introduction to Data Analysis functions
Day Five: What if and Scenario Analysis Using MS Excel
  • Naming cells in MS Excel
  • Linking cells together to undertake scenario analysis
  • Introduction to solver
  • Advanced charting
  • Sharing MS Excel output with other office formats
Module 2: Spreadsheet Skills for Planning, Forecasting & Budgeting
Day Six: Introduction to Spreadsheets using Excel®
  • The power of Excel® for building financial models
  • The Ribbons of Excel with their commands and functions
  • Using formulae: Copying, anchoring and special pasting
  • Using functions: financial, statistical and mathematical
  • Review of the financial objectives of business: ROI, ROA, ROE
  • Overview of Financial Statements

Case Study: Building a Quick Access Toolbar in Excel® and applying it to the analysis of financial statements of a division.

Day Seven: Proper Planning
  • Classical strategic planning models
  • Cost-Volume-Profit Analysis and Break-Even as a planning example
  • Economic Order Quantity as a planning example
  • What-if analysis to build scenario's and test sensitivity
  • Maximizing and optimizing techniques
  • Linear programming and Solver as optimising tools

Case Study: Preparing a planning model and subjecting it to a range of sensitivity analysis in a manufacturing environment.

Day Eight: Fantastic Forecasting
  • Forecasting in perspective - the Past vs. the Future
  • Necessity to apply a range of different forecasting methods:
  • Qualitative Models used in forecasting
  • Quantitative Models focussing on time series and regressions methodology
  • Forecasting growth rates
  • Recording, applying and modifying forecast assumptions

Case Study: Applying the forecasting functions in Excel® to past data and building a model offering various scenario's

Day Nine: Beyond Budgeting
  • The budget process: Timing and Cycles
  • Setting budgeting objectives and tolerance levels
  • Budgeting Techniques
  • "Beyond Budgeting" compared to traditional budgeting principles
  • Operating and Capital budgets
  • Monthly reporting procedures and timely action

Case Study: Building budget based on assumptions - Operating Budget, Cash Budget & Capital Budget

Day Ten: Putting it Together – Building the Comprehensive Model
  • Considering the financing mix in strategy
  • Considering the Return to Shareholder as the primary indicator
  • Build your planning model
  • Build your forecasting model
  • Build your budgeting model
  • Link these together in review

Case Study: Building an integrated planning, forecasting & budgeting model

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

What is COPEX?

COPEX stands for “Competency Enhancement Programs” These courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.

What are the benefits of attending COPEX training courses?

Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

What makes COPEX training courses unique?

Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.

What is the cost of COPEX training courses?

The cost of COPEX training courses varies depending on the course duration, content, and delivery method.

How can I register?

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

What is included in the training fee?

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

Where do you usually hold your training courses?

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Do you provide hotel booking assistance to your delegates?

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

In case of failure to attend, what is your cancellation policy?

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

What will I receive after the training course?

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
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