Course: A Comprehensive Excel Masterclass
Modules:
Course Overview Video, Module 1 Introduction, Introduction to Time Value of Money and Cash Flow Diagrams, Cash Flow Diagrams in Excel, Types of Interest: Simple vs. Compound, Nominal and Effective Interest Rates, Terminology: Interest Vs. Discount Rates, The Power of Compounding, Basic Excel Financial functions I (FV, PV,), Basic Excel Financial functions II (RATE, NPER), Examples using APR, EAR, FV and PV Functions, Net Present Value (NPV, XNPV) Function, Annuity and Perpetuities, Calculating Loan Payments (PMT), Understanding Amortization or Repayment Schedules, Creating an Amortization in Excel: Applying IPMT, PPMT Functions, Calculating Loan Balances with CUMPRINC Function, Calculating Total Interest and Principal Payments with CUMIPMT and CUMPRINC Functions, Impact of Paying Extra each Period on Loan Repayment Horizon (NPER), Impact of Adjustable Rate Mortgages on Credit Card Loans, Introduction to Capital Budgeting, Evaluating One-Time Projects using Net Present Analysis, Capital Budgeting for Ongoing Projects – Using a specified Time Horizon, Capital Budgeting for Ongoing Projects – Equivalent Annual Worth, Internal Rate of Return Analysis (IRR, XIRR), Incremental Cash Flow Analysis and MARR
Module 2 Introduction, Overview of Pivot Tables, Guidelines for Inserting Pivot Tables and Pivot Table Structure, Understanding Variable Types and Pivot Table Structure, Filtering, Organizing and Sorting Pivot Tables, Grouping Dates and More Filtering of Pivot Tables, Pivot Tables Contextual Tabs: The Design and Analyze Tabs, The “Show Value As” Display, Creating Calculated Fields, The Power of “Show Value As” Displays to Analyze Data, Pivot Table Options, Field Headers and Buttons, Using Slicers and Timelines in Pivot Tables, Creating Pivot Charts, Pivot Tables with different levels of granularity, Pivot Tables in Google Sheets: Functional Differences (Interface, Slicers, Grouping Dates), Chart Interface in Google Sheets, Introduction to XLOOKUP – Powerful Replacement to VLOOKUP and HLOOKUP, XLOOKUP’s Match Mode, XLOOKUP’s Wildcard Mode, Nested XLOOKUPs Overview, Dropdown lists plus XLOOKUPs vs. VLOOKUP and MATCH, UNIQUE and SORT Functions, along with Cell Referencing in Google Sheets, The FILTER Function and Dependent Dropdowns, The FILTER Function’s Power
Module 3 Introduction, Introduction to Mastering Excel Dashboards, Dashboard Design Checklist, Dashboard Design Basics – Getting Started, Dashboard Workbook Structure, Useful Shortcut Keys, Dashboard Design and Creation Tips, Static Dashboard Calculations I, Static Dashboard Calculations II – GETPIVOTDATA Function, Constructing Static Dashboard – Using Textboxes for Flexibility, Design Elements of Dashboards, Static Dashboard Formatting I -- Size, Fonts and Colors, Static Dashboard Formatting II – Containers and Alignment, Static Dashboard Formatting III – Object Properties & Final Touches, MATCH Function Tutorial, Using Slicers and Timelines in Pivot Tables, INDEX Function – Efficient Lookup Function, LARGE and SMALL – For sorting values, CHOOSE – An alternative to IF Statements, SUMIFS – A Review with Twists, Introduction to the Developer Tab and Form Controls, Combo Box – More Attractive Dropdown List, Check Box – Check/Uncheck Option, List Box – A Different Way to Selection from a List, Spin Button – Increase or Decrease a Value/Position in a list, Option Button – Choose Between Options, Scroll Bar – Another way to move through contents, OFFSET Function - Basic Usage, OFFSET with Arrays, Calculations -- Form Controls and Slicer Cell Links, Calculations -- Overall Metric Calculations, Calculations -- Monthly Charts and Dynamic Titles, Calculations -- Current vs. Previous Year Deltas, Calculations – Top 3 and Bottom 3 Products by Profitability, Construction and Design -- Shapes and Formatting, Construction and Design – Charts Edits and Shape Properties, Construction and Design – Linked Pictures, Final Touches for Dynamic Dashboard
Summative Course Assessment