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 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.
If you create Data Models in Excel or Power BI, then this Masterclass is for you.
If you create Data Models in Excel or Power BI, then this Masterclass is for you.
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.
This is course is for intermediate and advanced Excel users.
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.
✔︎ 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
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
• Forecast modelling best practices.
• Management Reporting to promote accountability.
• Building dynamic variance analysis reports
• Top-down, bottom-up and zero-based budgeting
• Limitations of budgets and critique of the budget process
• Budgeting “Soft” Skills
• Stress-testing
• Break-even scenario
• Sensitivity analysis
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.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Become super-efficient in Excel through intensive use of keyboard shortcuts and best practices to efficiently build an effective and robust model.
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.
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.
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.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Click on the link below for full details of our "Financial Modelling in Excel" course:
https://globalexcelsummit.com/
product/financial-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
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Click on the link below for full details of our "Financial Modelling in Excel" course:
https://globalexcelsummit.com/
product/financial-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
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Click on the link below for full details of our "Financial Modelling in Excel" course:
https://globalexcelsummit.com/
product/financial-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
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Click on the link below for full details of our "Financial Modelling in Excel" course:
https://globalexcelsummit.com/
product/financial-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
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Click on the link below for full details of our "Financial Modelling in Excel" course:
https://globalexcelsummit.com/
product/financial-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
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
✔︎ The most useful array functions for modelling
✔︎ Selecting the right function (arrays vs. traditional formulas)
✔︎ Nesting functions with arrays
✔︎ Principles of financial modelling best practice with dynamic arrays
✔︎ Designing a layout to incorporate spill ranges
✔︎ Dangers of working with array functions
✔︎ Building a simple financial model with array functions
✔︎ Dynamic debt and depreciation schedules
✔︎ Dealing with inconsistent formulas with LAMBDAs
✔︎ Switching between dynamic scenarios
✔︎ Applying sensitivities with data tables
✔︎ Avoiding circularity in interest calculations
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
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.
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.
London, UK
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June 2023
This course was all I hoped it would be and more. Fabulous experience all in all, thanks Danielle.
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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
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
Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!
Beyond expectations: financial modelling with dynamic arrays
The must-have Excel formulas in the finance Industry
Error checking for financial models; Or how to avoid being the next reporting disaster
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?
Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.
50 Shades of Dirty Data - How Power Query is the best laundry powder there is
Tearing down the 5 pillars of Excel inefficiency
Power Pivot and Power Query, the dynamic duo in data analysis
Implementing key design & DAX techniques in Power BI to enhance business insights
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
Copy/paste chart settings with VBA
Power up with 10 NEW Excel functions
Dynamic arrays, a LIFE changer
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
The Global Excel Summit event and course content is for YOU if...
The Global Excel Summit event and course content is for YOU if...