Name: Data Management, Planning, Forecasting & Budgeting using Excel® Training Course
Rating: 4.7 (1076 reviews)

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Course Outline

Day 1: 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 2: 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 3: Intermediate MS Excel Functions

Use of VLOOKUP() and HLOOKUP()
Date functions, YEAR(), MONTH(), DAY(), YEARFRAC()
Selecting appropriate charts
Introduction to Pivot tables

Day 4: 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 5: 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

Day 6: 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 7: 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 8: 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 9: 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 10: 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

Certificate

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

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