Excel has many built-in features and add-ons that will make it easier to develop complex models that incorporate What-If Analysis (using either Scenarios, Solver, or Data Tables). In addition, forecasts and trend lines can be easily projected and customized using Excel’s Forecast functions. Finally, the Excel Data Model is reviewed. This advanced feature allow you to access huge data sets within Excel.
Target Student
The course is for individuals who are responsible for creating forecasts and doing what-if analysis with Excel.
Prerequisites
Introduction to Excel class or equivalent skills and a general understanding of the issues related to forecasting and what-if analysis.
Course Outline
Forecasting
Using the Forecast Sheet
Modifying Options
Using Forecast Functions
Using the Quick Analysis Tool
Formatting Options
Creating Charts
Applying Totals
Creating Tables
Adding Sparklines
Using What-If Analysis
Working with Scenarios
Creating Data Tables
Using Goal Seek
Using Solver
Adding the Solver Add-in
Define a Problem Using Solver
Solving a Problem
Solver for Capital Budgeting
Solver for Financial Planning
Solver to determine Optimal Product Mix
Perform What-If Analysis with the Solver Tool
Gathering Data
Using the Power Query Editor
Appending Data
Merging Data
Transforming Data
Using the Excel Data Model
Viewing a Data Model
Getting Data
Linking Tables
Using the Model
Creating Calculated Columns
Creating Measures
Creating KPI’s
If enrolling in this class, you must be able and willing to attend it from your home or office with a remote instructor. If this is not a possibility, please do not enroll
