SPECIALISTS IN FINANCIAL MODELLING

Have you even been on a training course and found you were completely out of your depth?  Or have you been on a “advanced” course and discovered that half the participants haven’t a clue and the instructor spends most of the day on the basics?  We want to make sure that this doesn’t happen to you!

If you’re thinking about coming on a Power Pivot training course, then you need to make sure that you have the right skills already in order to get the maximum benefit from your training.

Here are some questions that will help you to determine if this course is right for you:  You should:

  1. Understand and have used Excel’s SUMIF function
  2. Have a working knowledge of filtering data in Excel (e.g. Auto or Advanced Filters)
  3. Know how to deal with multiple criteria (e.g. SUMIFS, SUMPRODUCT or DBASE functions)
  4. Be able to import data from third party databases and / or files (e.g. Access, SQL, MIS systems)
  5. Regularly use, adapt and modify PivotTables
  6. Have created calculated fields in PivotTables
  7. Created and / or modified an Excel Table (a structured reference table, not a data table)
  8. Have access to either Excel 2010 (all versions) or Excel 2013 Professional Plus

Give us a call if you’d like to talk through your options prior to booking on a course.  If you think you’ll need a bit more help, consider booking an in-house private training course for your company.  The consultant will come your offices, and we can go as quickly or slowly as suits your needs.

If you need to brush up on your skills prior to coming on the course, here are some online resources that will help.

Download the Power Pivot add-in here.  There are also some videos you can watch to get you started.

  • Chandoo has a paid online Power Pivot course as well as a lot of free online resources on Power Pivot & Excel
  • To brush up on Pivot Tables, here’s an article from SumProduct.
  • Here’s another one on structured reference tables
  • Take a look at the Free Stuff section.  We have links to free tutorials, and a more                                                                extensive list of other online  resources

There are some amazing resources online – so spend a little bit of time reviewing the content and making sure you’re up to speed with all of the techniques in Excel.  The same goes for any of our Excel-based training courses, not just Power Pivot.  You’ll get a lot more out of your training course!