SPECIALISTS IN FINANCIAL MODELLING
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Essential Excel Needs Analysis

Which Essential Excel for Finance Course should you take?

  • Essential Excel for Finance  Specifically designed for business and finance professionals who need to take their Excel skills to the next level, this intensive full day course focusses on the technical Excel skills required in everyday Excel modelling.  More information

  • Essential Excel for Business Administration  Specifically designed for administration professionals who need to take their Excel skills to the next level, this intensive full day course focusses on the technical Excel skills required in everyday Administration roles.  More information
  • Essential Excel Upgrade to Excel 2007/10 (short, optional pre-course - inhouse courses only) Use this training opportunity to upgrade to the new version of Excel as well as learn new skills.  Add this optional pre-course to the beginning of any other in-house course.  More information

Still not sure which course to take? Which one will best cover your needs? Fill in this needs analysis assessment form to give you an idea of which course in the Plum Solutions Essential Excel Series is best for you.

INSTRUCTIONS
Note this information is being collected for the purpose of recommending a course to suit your needs. There are no right or wrong answers and you won't be excluded from any course on the basis of your answers. Once you have submitted this form, we will be in touch with your recommended available courses.
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Create a basic formula, eg. =A1+A2
Linking between different sheets or files
Use absolute referencing eg. =$A$1+A2
Use mixed referencing eg. =A$1+A2
Upgrading to Excel 2010 from 2003; Understand the differences between versions, and be able to work with those using different versions.
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Use a VLOOKUP formula; eg. =VLOOKUP(A1,A2:B10,2,0)
Testing logic with an IF statement; eg. =IF(A1=B1,A2,0)
Nested formulas; a formula within a formula eg. =IF(AND(A1=1,A2=0),A1,0)
Named ranges in formulas Eg. =Price*200
Aggregation Functions; summing data using COUNTIF, SUMIF, COUNTIFS and SUMIFS formulas
Interest and mortgage repayment calculations; PMT, IPMT and PPMT
Project evaluation and discounted cashflow calculations; NPV, IRR, XNPV, XIRR and payback periods
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Hiding and Grouping rows and columns in a spreadsheet
Conditional Formatting
Icon Sets and Colour Scales; Use the new features of conditional formatting in Excel 2010 to create automatically generated icons and colour scales
Form Controls; combo drop-down boxes, spin buttons, check boxes and scroll bars etc
Goal Seeking; Work backwards to get the result you need in a formula
Use Autofilters to show only required data
Recording and running basic macros
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Parsing and Ampersand; Join and split cells, and create dynamic text
Working with text; Import, manipulate and clean your data using text functions
Working with dates in Excel
Create a pivot table report
NOTE
This information is being collected for the purpose of recommending a course to suit your needs. There are no right or wrong answers and you won't be excluded from any course on the basis of your answers. Once you have submitted this form, we will be in touch with your recommended available courses.