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In order to do this course we also recommend a skill level of >3 (we offer a free Skills Assessment to make sure you get the correct level of training).
This is a very hands-on, non-intimidating, course – delegates work through various exercises under the supervision, and with the help, of the facilitator to get to grips with the nuances of Excel’s charting tools.
- Getting the Data right for Graphing
- Understanding Excel graphs and incorporating them into your model
- Adding another series to a graph
- Creating a secondary axis in a chart
- Changing default colouring to match corporate colours
- Create a chart template for consistent use
- Different Chart Types
- Column Charts
- Bar Charts
- Pie Charts
- Area Charts
- Waterfall graphs
- Combination Charts
- Trendlines in models
- Goalseeking straight off the graph
- Linking your Word documents directly to the Excel graph
- Conditional Formatting Graphs
- Creating flexible graphs
- Reporting – Methods to get your message across based on the results of the financial model
Feedback & Who Should Attend
- All persons using Excel spreadsheets
- All persons involved in the construction and use of financial models, including budgets, projections, evaluations, cash flows, projects, etc.
- All delegates should have a score of above 4.5 on our Excel Skills Assessment
- Delegates should be familiar with Microsoft Excel (though not necessarily expert in the use thereof, as any relevant Excel function pertinent to an excercise will be discussed prior to tackling the exercise).
Pre Requisite (s)
Excel knowledge required:
- Basic Excel skills
- Opening & closing files
- Moving around the spreadsheet
- Inserting & deleting rows and columns
- Inserting text & formulas
- Deleting cells
- Copying formulas
- Basic formulas (+-*/) e.g. =C5+C7+sum(C9:C12), and =D5*D6/12 3. Formatting