Financial Modelling with Dynamic Arrays

Financial Modelling with Dynamic Arrays

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Date:
5 February 2024
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Time:
10am - 4pm
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Location:
London, UK

Best practice financial modelling in Excel has always encouraged consistency of formulas with calculations performed in blocks. Excel’s dynamic array functions mean that it’s impossible to have inconsistent formulas and are perfect for building financial models, however, the techniques needed to build a model using dynamic arrays are significantly different from the traditional way of building formulas with absolute and relative cell references.

Building a fully dynamic model requires additional thought and layout planning compared to conventional methods, but the extra planning is worth the effort!

This class will be delivered in-person in central London (zone 1). Exact venue details will be sent to everyone closer to the event date.

Who should attend this course?

This course is for beginners to Power Query. If you know a little Power Query or if you’ve never used it, this masterclass is for you.

  • Customer Service Reps
  • Sales Assistants
  • Marketers
  • Data Analysts
  • Every day Excel users who regularly work with data that’s not immediately useful and clean
  • Business and Management Students
Who should attend this course?

If you create Data Models in Excel or Power BI, then this Masterclass is for you.

  • Data professionals
  • Business Intelligence or Analytics professionals
  • Every day Excel or Power BI users who want to learn how to build advanced DAX + Power BI skills
Who should attend this course?

If you create Data Models in Excel or Power BI, then this Masterclass is for you.

  • Data professionals
  • Business Intelligence or Analytics professionals
  • Every day Excel or Power BI users who want to learn how to build advanced DAX + Power BI skills
Who should attend this course?

This Masterclass is for people who already know and have worked with Power Query’s user interface (either in Excel or Power BI) and want to explore advanced problem solving using the M Language.

  • Business Intelligence or Data Analytics professionals
  • Every day Excel or Power BI users who want to learn an in-demand business skill and build advanced Power Query skills
  • Professionals willing to experience Power Query in new ways
Who should attend this course?

This is course is for intermediate and advanced Excel users.

  • Small business owners who want to better visualize their data
  • Business Intelligence professionals
  • Every day Excel users who want to learn how to build awesome dashboards in Excel, using the latest new features
  • Business and Management Students
Who should attend this course?

This Masterclass is designed for users who use Excel on a regular basis and are comfortable  with using its tools and functions. It is assumed that attendees will have  some financial background.

  • Financial modellers and analysts
  • Business professionals who are eager to improve their Excel and Financial Modeling skills
  • Finance & Accounting students
What’s included?
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One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
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Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
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Downloadable Excel Sheets
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Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
What’s included?
Check Icon
One-day in-person training with Microsoft MVP Danielle Stein Fairhurst
Check Icon
Claim up to 6 hours of CPD (Continuing Professional Development) hours / points
Check Icon
Downloadable Excel Sheets
Check Icon
Coffee, tea and biscuits throughout the day
Check Icon
Certificate of attendance
Check Icon
Office hours support for 1 year
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
Full course details:
Click on the topics below to see exactly what you get as part of this package:
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What will you learn?


✔︎ What's new in Excel and how it can help with our dashboards
✔︎ The new data handling features for dashboarding - Power Query
✔︎ The new functions for dashboarding - Dynamic Arrays, Lambda Helpers and IMAGE
✔︎ The new charts for dashboarding - Box plots, treemaps, forecasts
✔︎ The new pivots for dashboarding - data model & DAX Putting them all together for a KPI dashboard
✔︎ Making the dashboard interactive with Slicers & Timelines
✔︎ Updating the dashboard when you get new data

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6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you will learn as part of this course:
Click on the topics below to see exactly what you get as part of this package:
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Budgeting and forecasting as a planning and management tool

• Forecast modelling best practices.
• Management Reporting to promote accountability.
• Building dynamic variance analysis reports

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A range of Budgeting techniques and skills

• Top-down, bottom-up and zero-based budgeting
• Limitations of budgets and critique of the budget process
• Budgeting “Soft” Skills

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Scenarios

• Stress-testing
• Break-even scenario
• Sensitivity analysis

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Build your own forecasting model

During the class, participants will build their own forecasting models to bring a practical application to the skills they have learned.
• Creating a “rolling” forecast with live data
•  Phasing and seasonality in forecast models
•  Budgeting for Capital Expenditure and Depreciation
• The model will include capex spend, cashflow and depreciation calculations as well as scenarios and sensitivity testing.

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6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you will learn as part of this course:
Click on the topics below to see exactly what you get as part of this package:
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Short-cuts and techniques to build a financial model in less time

Become super-efficient in Excel through intensive use of keyboard shortcuts and best practices to efficiently build an effective and robust model.

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Experience designing solutions to real-world examples

Create a financial model based on real-world financial modelling challenges. Incorporate current economic uncertainties into the model in order to take more calculated risks and make more informed business decisions.

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Analytical thought on fluctuating economic assumptions in financial modelling

Identify correct economic inputs to model and deal with fluctuations. Quantify uncertainty in forecasting models with stress-testing, what-if analysis and risk analysis techniques.

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Knowledge on how to deal with uncertainty and risk in financial modelling

Explore the several different ways to perform scenario and sensitivity analysis in Excel and learn to model in detail the complex but most commonly used methods of showing scenarios using a combination of formulas and drop-down boxes.

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6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you get as part of this package:
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Day 1 - Financial Modelling in Excel

Click on the link below for full details of our "Financial Modelling in Excel" course:

https://globalexcelsummit.com/
product/financial-modelling-in-excel

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Day 2 - Budget and Forecast Modelling in Excel

Click on the link below for full details of our "Budget and Forecast Modelling in Excel" course:

globalexcelsummit.com/product/
budget-and-forecast-modelling-in-excel

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6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
Day 1 - Financial Modelling in Excel

Click on the link below for full details of our "Financial Modelling in Excel" course:

https://globalexcelsummit.com/
product/financial-modelling-in-excel

Right Arrow Icon
Day 2 - Budget and Forecast Modelling in Excel

Click on the link below for full details of our "Budget and Forecast Modelling in Excel" course:

globalexcelsummit.com/product/
budget-and-forecast-modelling-in-excel

Right Arrow Icon
6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
Test title

Click on the link below for full details of our "Financial Modelling in Excel" course:

https://globalexcelsummit.com/
product/financial-modelling-in-excel

Right Arrow Icon
Day 2 - Budget and Forecast Modelling in Excel

Click on the link below for full details of our "Budget and Forecast Modelling in Excel" course:

globalexcelsummit.com/product/
budget-and-forecast-modelling-in-excel

Right Arrow Icon
6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
Day 1 - Financial Modelling in Excel

Click on the link below for full details of our "Financial Modelling in Excel" course:

https://globalexcelsummit.com/
product/financial-modelling-in-excel

Right Arrow Icon
Day 2 - Budget and Forecast Modelling in Excel

Click on the link below for full details of our "Budget and Forecast Modelling in Excel" course:

globalexcelsummit.com/product/
budget-and-forecast-modelling-in-excel

Right Arrow Icon
6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
Day 1 - Financial Modelling in Excel

Click on the link below for full details of our "Financial Modelling in Excel" course:

https://globalexcelsummit.com/
product/financial-modelling-in-excel

Right Arrow Icon
Day 2 - Budget and Forecast Modelling in Excel

Click on the link below for full details of our "Budget and Forecast Modelling in Excel" course:

globalexcelsummit.com/product/
budget-and-forecast-modelling-in-excel

Right Arrow Icon
6x expert-led Masterclasses
Full course details:
Click on the topics below to see exactly what you get as part of this package:
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Dynamic Arrays as a Modelling Tool

✔︎ The most useful array functions for modelling
✔︎ Selecting the right function (arrays vs. traditional formulas)
✔︎ Nesting functions with arrays

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Financial Modelling Best Practice and Design

✔︎ Principles of financial modelling best practice with dynamic arrays
✔︎ Designing a layout to incorporate spill ranges
✔︎ Dangers of working with array functions

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Financial Statements Modelling

✔︎ Building a simple financial model with array functions
✔︎ Dynamic debt and depreciation schedules
✔︎ Dealing with inconsistent formulas with LAMBDAs

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Advanced Modelling Tools and Techniques

✔︎ Switching between dynamic scenarios
✔︎ Applying sensitivities with data tables
✔︎ Avoiding circularity in interest calculations

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6x expert-led Masterclasses

Training requirements

Software used

The course is demonstrated using the latest version of Excel for Microsoft 365 but participants can use whichever version of Excel they are most comfortable with.  The course materials include additional instructions for prior versions of Excel, and Excel for Mac users are also catered for.

Each delegate must bring their own laptop with their preferred version of Excel installed.

About the trainer

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Danielle Stein Fairhurst

Danielle Stein Fairhurst is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis. She is a LinkedIn Learning Instructor and in 2021 she first received the Microsoft Most Valuable Professional (MVP) award. In 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit.

She is a Chartered Financial Modeler (FMI), holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and has taught management accounting subjects at the University of Sydney.

Full session details:
Click on the topics below to see exactly what you get as part of this package:
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Excel Essentials

Get to grips with Excel’s advanced features in a series of beginner-friendly sessions. You’ll grasp the basics of VBA, PivotTables, and Power BI to automate tasks and build dashboards.

Introduction to VBA

Introduction to Power Pivot

The most important functions an Excel analyst should master

Introduction to Power BI

Excel for the Mac: A guide for Windows switchers

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Tech & Innovation Track

Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert battles complete the day!

Opening keynote by Microsoft

Opening keynote by Leila Gharani

Top 5 tips & tricks for actionable reporting in Excel

How to use Excel as a no-code app builder

Excel beyond expectation: glimpse the future of Excel

Panel discussion: Excel in education

Going Rogue in Excel: doing what you gotta do to get
what you gotta get

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Finance & Accounting Track
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Data Visualisation & Analytics Track

Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, 3D animated wireframes, and write DAX expressions for true flexibility!

Advanced sales analytics using Data Analysis Expressions (DAX) in Microsoft Excel.

Improve your dashboards with custom charts

The power of colour in data visualisation

How to build a 3D wireframe animation in MS Excel?

Panel discussion: The future of data visualisation

Why we should treat Excel more like PowerPoint?

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The Power Stack Track
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Formulas & Automation Track

Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!

Panel discussion: Is VBA dead or alive?

The end of PivotTables in Excel

The magic of names in Excel

Copy/paste chart settings with VBA

Power up with 10 NEW Excel functions

Dynamic arrays, a LIFE changer

Excel automation: Which tool to use?

The *NEVER SEEN* Tips & Tricks

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6x expert-led Masterclasses

Financial Modelling with Dynamic Arrays

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Total (incl. VAT):
£ 275.00 GBP

£ 395.00 GBP

Expert Footage: 34 hours
Access to all speaker files
Watch any time, from anywhere
CPD accredited content
Calendar Icon 22 June
5 February 2024
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10am - 4pm
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Central London, UK
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Level:
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Date:
5 February 2024
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Time:
10am - 4pm
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Location:
Central London, UK
Learn from a Microsoft MVP
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Is the Global Excel Summit content right for me?

The Global Excel Summit event and course content is for YOU if...

  • You’re ready to nerd out on all things spreadsheets
  • You’re ready to become the most productive, efficient and confident Microsoft Excel user in your team
  • You want to learn the ins and outs of what’s been introduced in Excel over the past 1 year
  • You want to become unstoppable in Excel
  • You want to navigate Excel with crazy speed. Jumping one tab to another, pressing buttons, creating charts, printing PDFs

Is the Global Excel Summit content right for me?

The Global Excel Summit event and course content is for YOU if...

  • You’re ready to nerd out on all things spreadsheets
  • You’re ready to become the most productive, efficient and confident Microsoft Excel user in your team
  • You want to learn the ins and outs of what’s been introduced in Excel over the past 1 year
  • You want to become unstoppable in Excel
  • You want to navigate Excel with crazy speed. Jumping one tab to another, pressing buttons, creating charts, printing PDFs