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Financial modelling is a key component in all major business decisions.
Just one modelling error has the potential to destroy significant business value and lead to incorrect actions being undertaken.
Therefore, it is important that key decisions are based on a model that is: • Consistent • Robust • Flexible • Transparent
SumProduct can cater for all of your modelling needs, including consulting, training, model development and review.
TrainingCourseGuide
www.sumproduct.com|+61390202071|[email protected]
SUMPRODUCT TRAINING: OUR CURRENT COURSES Webelievethatthebesttrainingcoursesfocusonprac�calissuesfacedbybusinessprofessionalsonaday-to-daybasis.Suchcoursesaremosteffec�velydeliveredbyexperiencedprofessionalswhocansharetheirbroadanddeepknowledge,gatheredfromacrossmanyindustriesandsectors.Wedeliversuchcourses,in-houseand/ortailored.
Change your way of thinking
Ourproventoolsandtechniqueswillintroduceyoutonewwaysofthinking.Youwill:
• Exploresimpleconceptsandideastohelpyouexamineissues,fromtheoutside-in• Learntodifferen�atebetweenthestrategic,thetac�cal,theopera�onal,the
planningandtheminu�ae(“STOPthedetail”)• Beintroducedtoestablished
“bulldozer”techniques,whichcircumventprocras�na�on
• Examinequan�ta�veversusqualita�ve:learnwheredetailma�ersandwhereitdoesnot
• Receivehighlypersonalisedcoachingfromourexperiencedtrainers
• Beintroducedtothefourstagethinkingprocess
• Workshopyourownproblems.
Change your way of working Worksmarter,notharder.Takeatoolortwofromourtoolboxoftrickstohelpyouworkmoreefficientlyandeffec�vely:
• Enhanceyouranaly�calskillsthroughourrigorousintroduc�ontotheworldofcorporate,economicandfinancialanalysis,usinghands-on,prac�calexercises
• Learnfromtheprofessionals:weprovidequan�ta�vetechniquesdesignedtohelpyouframetheissues,first�meevery�me
• Letouranalystsguideyouthroughtheleadingdevelopmentsintransac�onandbusinessmodelling
• Understandthebenefitsofourbestprac�ceconcepts.
SumProductPtyLtd,Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
Hands-on training Allofourcoursesarepresentedfromaprac�calfirst-handperspec�ve,usingthemostexperiencedtrainersinthebusiness.Ratherthandeliveringformallectures,wehavedevelopeddiscursiveworkshopsandprovidemanyprac�calexamplestoworkthrough.
Ourcurrentstandardcoursesaresummarisedbelow:
Course Duration Creative Thinking 1 day
Financial Modelling 101 2 or 3 days
Introduction to Forecasting 1 day
Valuations Modelling 1 day
Mergers & Acquisitions Modelling 2 to 4 days
Model Reviews 1 day
Cashflow Modelling 1 day
1 noitaxaT day
Excel Tips & Tricks 1 day
Power of PowerPivot 2 days
Wealsoofferarangeofothertailoredcoursesforin-houseorone-on-onetraining.Contactusformoreinforma�onregardingbookings,contentand/orpricing.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
CREATIVE THINKING
Decision-making under pressure Inthesetumultuous�mes,neverhastherebeengreaterpressureonbusinessowners,seniormanagers,CEOsandotherdirectorstogettheirdecisionsright.Isitanywondersomanybusinessesstruggleinthecurrentenvironment?
Butstandbackforamoment:areyouop�misingyourchancesforsuccess?Howo�endoweaskthewrongques�ons,makedecisionsbasedondataratherthaninforma�onandleadwithourheartsratherthanourheads?
Thiscourseprovideskeydecision-makerswithnewideas,challengestoconven�onalwisdomandestablisheddecisionmakingprocessesthathavedeliveredtocompaniesgreaterefficiencies,largermarketshareandincreasedprofits.
Andweshouldknow.Weweretheonesthathelpedthem.
Workshop examples Thissessionisnotaone-daylecture;itisaworkshopwhereeverya�endeeisinvitedtopar�cipateinasuppor�veenvironment.Thisfullyinterac�veseminarisstructuredtohighlightkeymessagesthroughtheuseofarangeofrelevantexamples.Thedayculminateswithacasestudydesignedtodemonstratehowtotacklebusinesscri�calissuesinadisciplined,yetflexible,manner.
Duration
1 day
Key benefits • Gainnewapproachesand
perspec�vesonstructuredthinking
• Understandhowyouthinkandwhatyourkeydriversare
• Iden�fycommonmistakesinthinkingandhowtoavoidthem.
Programme outline • Understandingfaultylogicandthefactors
thatcauseit
• Whatislateralthinking?
• Fromconcep�ontopercep�on;obtainingaclearviewofreality
• Focusedques�ontechniques
• Turningdataintoinforma�on
• Whydidn’tIgetthat/realisethat/checkthat/sensethat/an�cipatethat..?
• Cu�ngtothechase:theprosandconsofhypothesistes�ng
• Introduc�ontostrategicop�onsanalysisandassessingkeydriversofadecision
• Thefourstagethinkingprocess
• Sayitwithcharts.
Who should attend Keyexecu�vesseekingtoenhancetheirdecision-makingprowess;otherstaff,researchersandanalystsseekingfreshperspec�vestoassisttheircareerprogression.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
Who should attend Anyoneinvolvedinthekeydecision-makingofabusinesswhowishestounderstandthemechanicsoffinancialmodelling,fromCEOtograduate,charteredaccountanttoentrepreneur.
FINANCIAL MODELLING 101
Understand the key outputs Lovethemorloathethem,itismissioncri�calthateveryoneinvolvedinthebusinessdecision-makingprocessshouldunderstandthepurposeofthethreeprimaryfinancialstatements:namely,theIncomeStatement,BalanceSheetandCashFlowStatement.Itisonlybyunderstandingtheunderlyingconceptsthatyoucanavoidthecommontrapsthatfrequentlybedeviltheunwary.
Simple, straightforward approach EverburntthemidnightoiltryingtogetaBalanceSheettobalance?Unabletoreconciledifferentapproachesusedtocalculateopera�onalCashFlowStatements?Thiscourseisfocusedonbuildingmodelsefficientlyandeffec�vely.Oursimpleprocesshasbeenadoptedbymanyseasonedprofessionalswithoutresor�ngtobalancingfigures,circularsandmacros.
Findoutwhyourmostcommonfeedbackis,“IwishsomeonehadshownmethiswhenIfirststartedmodelling”.
Interactive case study Star�ngwithablankExcelcanvas,thistwo-daycoursedevelopsasmall,straigh�orwardmodelwhichenablesourmethodtobedemonstratedreadilyandprac�sedcomprehensively.Bytheendofthecourse,userswillhavebuiltafullsetoffinancialstatementsandwillbeabletorepeatthisprocessandapplyittotheirownmodeldevelopments.
Duration
2 or 3 days Depending upon agreed content
Key benefits • Understandthedifferencebetweenthe
threeprimaryfinancialstatements
• Developastraigh�orwardapproachthatcanbeusedforallyourfinancialmodellingprojects
• GettheBalanceSheettobalanceinseconds
• Avoidcommonmistakesandpi�alls.
Programme outline • Conceptualdiscussions:Income
Statement,BalanceSheetandCashflowStatement
• Se�ngupamodel
• Formatsversusstyles
• Usingchecksintelligently
• Theimportanceofthechartofaccounts
• Modelling101:letcontrolaccountscontrolyou
• Derivingtheappropriatemethodologyandsequen�alprocessusingacasestudy
• EfficientmanagementofopeningBalanceSheetissues
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
INTRODUCTION TO FORECASTING
Insight + Hindsight = Foresight Howo�enhaveyoulookedbackwiththebenefitofhindsightandwishedyouknewthenwhatyouknownow?Aimedatallfinanceprofessionalsinvolvedinthebudge�ngandforecas�ngprocess,thissessiondiscusseshowyoucanreducetherisksinyourforward-lookingdecision-makingbyu�lisingourkitbagofqualita�veandquan�ta�ve�ps,toolsandtechniques.
Hands-on modelling Thisprac�calsessionprovidesanintroduc�ontotheanalysisthatcanbebuiltintoforecas�ngandbudge�ngdevelopedinspreadsheets.Usingsimplesta�s�caltoolsandanoverviewofsomeofExcel’slile-knownfunc�onsandfunc�onali�es,thisseminarwillprovideaendeeswithapragma�capproachtoenhancetheefficiencyandeffec�venessoftheirforecas�ng.
Excel based examples Thiscoursewillshowpar�cipantshowtoimproveforecas�ngtechniques,usingsani�sedreal-worldexamples,toturnhistoricaldataintofuturemanagementinforma�on.
Who should attend ThissessionwouldsuitexperiencedExcelusers,financialanalysts,managementaccountantsandotherprofessionalswhohavevestedinterestsinforecas�ngtrendsatthestrategic,tac�cal,opera�onalandplanninglevels.
Duration
1 day
Key benefits Thissessionwill:
• Provideaprac�calunderstandingofExcel’sdataforecas�ngandchar�ngfunc�ons
• Quan�fytherisksandrewardsofes�ma�ngfutureassump�onsandoutputs
• Exploredifferentforecas�ngandtrendingmethods
• Equipaendeeswithseveralwaystoconfirmandop�misekeyoutputs.
Programme outline • Createformulabaseddataforecasts
• Regressionanalysis
• Biasanderrores�ma�on
• Scenariomodelling
• Crea�ngawaterfallchart
• Crea�ngatornado(sensi�vity)chart
• Calcula�ngandgraphingmovingaverages
• Definingandsolvingproblems:e.g.GoalSeekversusSolver.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
VALUATION MODELLING
Importance of valuation Valua�onanalysishasneverbeenasimportantasitisrightnow.Inabusinessworldfulloftaxconsolida�ons,PublicPrivatePartnershipsandtradesalesfewanalystscanconstructrobustvalua�ons.
Thiscourseaimstoplugtheholesandprovidereal-lifeexamplesforvariousenterprise,equityandprojectvalua�ons.
Theory Whileallofourcoursesfocusontheprac�calapplica�ons,anunderstandingoftheoryispar�cularlyper�nenttothiscourse.Thisworkshopwillhighlightandexaminethetheore�calissuesthatsurfaceregularlyintherealmofcorporatefinanceandwillchallengesomeoftheinappropriateprac�cescurrentlybeingadoptedintherealworld.
Duration
1 day
Key benefits Thiscoursewillprovideyouwiththefollowingtangibleinsights:
• Howtocalculatefreecashflowsfromexis�nginforma�on
• Anapprecia�onofthedifferencesbetweenenterprisevalue,equityvalueandprojectinvestmentappraisal
• Anunderstandingoftheissuesassociatedwithdevelopingequityvalua�ons.
• Howtocheckyourvalua�onsusingdifferentanaly�caltechniques
Programme outline • TheconceptofaDiscountedCashFlow• Thedifferencebetweenriskanduncertainty• HowtocalculateFreeCashFlows• Determiningthecostofequity:betasandthe
CapitalAssetPricingModel(CAPM)• Determiningthecostofdebtanditshidden
impactonFreeCashFlowtotheFirm• Calcula�ngtheWeightedAverageCostof
Capital(WACC)• Theroleoftaxinvalua�ons• Theimportanceofstakeholderanalysisina
valua�on• Realversusnominalconsidera�ons• Applica�onofsensi�vityandsimula�on
analysesinavalua�oncontext• Othervalua�ontechniques:earnings
mul�ples,FairValueofIden�fiableNetAssets(FVINA),DividendDiscountedModellingandRealOp�onsAnalysis
• Othermetrics:differinginternalratesofreturn(IRR,XIRRandMIRR),EconomicValueAdded(EVA)(©SternStewart),StrategicValueAdd(SVA),MarketValueAdded(MVA)andthelinktoNetPresentValue(NPV).
Who should attend Thiscourseisessen�alforthoseseekingtobroadenandenhancetheirapproachtovalua�on,andul�matelyconstructrobustvalua�onsbyapplyingdifferenttechniques.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
Duration
2 to 4 days Depending upon agreed content
MERGERS AND ACQUISITIONS (M&A) MODELLING Modelling professionally ThiscoursebuildsontheskillsacquiredinourFinancialModelling101courseandappliesthesetothemoretechnicalaspectsoffinancialmodelling,whichareu�lisedwithintherealmofmergersandacquisi�ons.Thiscourseconsidersthevariousprac�calimplica�onsassociatedwithinves�nganddives�ngincompaniesforcommercialgainortoenhanceefficiencies.
M&A analysis in full Inthishands-ontrainingcourse,thecasestudywalkspar�cipantsthrougheverystepoftheprocess,star�ngwithvaluingpoten�altargets,understandingfairvalueadjustmentsandgoodwillcomputa�ons;andculmina�ngingroupfinancialstatementconstruc�on,focusingonearningsaccre�on,dilu�onandotherkeyra�os.
Who should attend AimedatbothnewandexperiencedprofessionalsintheM&Aarena,thiscourseprovidesa�endeeswiththemodellingtoolsrequiredtomakemoreinformedcorporatefinancedecisions,investmentsanddivestments.
Key benefits Thiscoursewillprovideyouwiththefollowingtangibleinsights:
• BuildandanalysethekeymetricsinM&Aanalysis,basedoncashflowsandaccoun�ng
• Calculateaggrega�onmodelsusingacquisi�onandequityaccoun�ng
• Understandtheroleoftaxa�oninanM&Atransac�on
• Developflexibleandpowerfulfunding,returnsandscenarioanalysis,whichcanbeusedinfuturemodels.
Programme outline • TheimportanceofM&Amodelling• Understandingthefactorsthatgovern
themodelstructureandaccoun�ngtreatmentadopted
• OpeningBalanceSheetadjustments• Calcula�nggoodwill• Forecas�ngsynergiesandcostsavings• Managingworkingcapital• Standardisingaccoun�ngpolicies• Modellingdebt:risk,returnandranking• Grouptaxconsidera�ons• Sources,usesandreturnsanalysis
(calculatedandrequired)• Rudimentaryvalua�ontechniques:
compu�ngexitmul�plesforPrivateEquityscenariosandtheroleofInternalRatesofReturn(IRRs)
• Thepowerofaccoun�ngra�os.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
Key benefits • Gaininsightintothekey
conceptsofamodelreview,verifica�onoraudit
• Usespecialistso�warewhenyoucan–andlearnthetrickstoemploywhenyoucannot
• Understandhowtoincreasetheintegrityofyourmodelswhenspreadsheetso�wareisnotavailable
• Prac�cethedifferenttypesofmodelreview.
Programme outline • Be�erprac�ceversusbestprac�cemodelling• Fourkeyquali�estolookfor• Reviewversusaudit• Introduc�ontovariousspreadsheetso�ware• Planningareview/audit• Thespecificrisksofaself-review• Consideringexis�ngproac�veandreac�ve
checksinamodel• Linebylinereviews• Analy�calreviews• Limitedscopereviews• Keydriverreviews• Revieworrebuild–whenshouldyoudo
which?• Crackingcircularreferences• Removingphantomlinks• Suggesteddocumenta�onprocesses• Discussionofsampledocumenta�on.
MODEL REVIEWS
Risk reduction Forecas�ngaccurately,buildingmodelsmoreeffec�velyandunderstandingtechnicalareasofaccoun�ng,valua�onsandtaxnolongerseemtobesufficient.Noma�erhowexperiencedorcarefulyouare,variousstudies(“WhatWeKnowAboutSpreadsheetErrors”,Dr.R.R.Panko,1998)haveshownthat5%ofyourmodelwillbewrong.Thiscourseconsidersthecoreskillsrequiredforreviewingandverifyingfinancialmodels.
Overview Thisprogrammeprovidespar�cipantswithcoreskillsrequiredforreviewingandverifyingfinancialmodelsconstructedbyeitherthereviewer(“self-review”)orthirdpartymodellers(“audit”).Theprogramfocusesonfinanceprofessionalsandotherclientadvisors,whoeitherworkorwillbeworkingwithfinancialmodelsonaregularbasis.
Who should attend Thiscourseisaimedataudi�ngandfinanceprofessionals,aswellasanyoneelsewhowishestounderstandthequan�ta�veimpactoferrorsinmodel,andimportantlythosethatwishtolearnthesimplestepsthatmaybetakentoaddressandminimisetheseerrors.Whilethiscoursefocusesontheroleofthereviewer,seniormanagersandexecu�vedecision-makerswouldalsobenefitfromanunderstandingofthekeyques�onstheycanasktoprotecttheircompanyfrommakingpoordecisions,basedonmodellingerrors.
Duration
1 day
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
CASHFLOW MODELLING
Relevant to all Inthecurrentclimate,nobusinesscanaffordtotakeitseyeoffcashflowforecas�ng.Turbulentstockmarkets,varyingexchangeratesandthelas�ngeffectsoftheGlobalFinancialCrisisarejustsomeofthefactorsaffec�ngthecashposi�onoftoday’sorganisa�ons,profitmakingorotherwise.
Greater granularity Withprofitsontheriseforsomeandoverstretchedcashposi�onsaffec�ngothers,moreandmorecompaniesaremodellingtheircashflowsonaweeklybasis,enablingmoreaccurateforecas�ngandmoreeffec�vemanagementoftheirworkingcapitalanddebtstructuring.
However,shortenedperiodici�eshaveahiddenimpactonmodellinglogic.Modellingassump�onsfordebtors,creditors,inventory,GSTandcorporatetaxa�on,thatseemperfectlyreasonableforlonger�meframes,maybeinappropriateordownrightwrongwhenconstructedonaweeklybasis.
Thiscourseprovidesavaluableeyeopenertoallthoseseekingtobuildweeklycashflowforecas�ngmodels.
Who should attend Thiscourseisaimedatfinanceprofessionalschargedwithcashflowforecas�ngforshortenedperiodici�es,typicallyweekly.Corporaterecoveryandmanagementaccountantsmayfindthiscoursepar�cularlyuseful.
Duration
1 day
Key benefits • Learnhowtoconstruct
workingcapitalforecastsforweeklyanalysis
• IncorporateGoods&ServicesTax(GST)intofinancialstatements
• Understandtheimpactofdifferentapproachestoinventorymanagement.
Programme outline • Thedifferencesbetweenweeklyandmonthly
modelling• Se�ngup�mingflagsintelligently• Theproblemswithmodellingdebtorsandcreditors• Baddebtconsidera�ons• Inventorymanagementmodelling• ModellingGSTinafinancialmodel;andwhyitis
usuallyignored• Debtcovenantanalysis• Howcorpora�ontaxa�onchangesforshortened
periodmodelling• Issuesassociatedwithquarterlyandfinancialyear
repor�ng• “What-if?”analysis• Actualversusbudgetrepor�ng.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
TAXATION
Accounting versus taxation Taxtranscendsaccoun�ngassump�onsasmanyofthecalcula�onsinvolveobjec�vecomputa�ons,asprescribedbytaxauthori�es.Thiscourseexplainswhymorefocushasbeenplacedonmodellingtaxovertheyears,andhowitshouldbestbemodelled.
Understanding the different aspects of tax Inthepast,taxwaso�enmodelledasx%xNetProfitBeforeTax.Butthisapproachisnolongerappropriate.Thiscourseexplainsboththemoreelementaryno�onsofpermanentdifferences,�mingdifferences,taxlossesanddeferredtax;butthengoesontoconsidertheextendedconceptsoftaxgroups,thincapitalisa�on,basecostse ng;andtheimpactofse ngupaforeignbranchratherthanaforeignsubsidiary.
Who should attend Allfinanceprofessionalswhoneedtounderstandthetaxconsequencesofthestrategicdecisionsmadebybusinesses.Aimedatanalysts,taxprofessionalsandmanagementaccountants,thiscoursemayalsobeper�nentforfinancialcontrollersandchieffinancialofficers.
Key benefits • Becomemoreconfidentinusing
Excel• Learnkeyboardandmouseshortcuts
designedtogetyouworkingsmarterinExcel
• Usethekeyfunc�onsandfunc�onali�esthatprofessionalmodellersu�liseonadailybasis.
Programme outline • Keyboardshortcuts• Absoluteandrela�vereferences• Keyfunc�ons• Usingrangenames• Thedifferencebetweenformatsand
styles• Othertypesofforma ng• Datavalida�onversuscontrols• PivotTables• Usingcharts• Crea�nghyperlinks• Carewithsavingfiles.
Duration
1 day
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
EXCEL TIPS AND TRICKS
Intermediate introduction to Excel AreyouconcernedthatyoumaynotbeusingExcelasefficientlyandeffec�velyasyoucouldbe?Areyouonlyusingfiveorsixfunc�onsforallofyourmodellingneeds?Doyoutakefartoolongtobuildacalcula�on?AreyoufrustratedwiththenewlookinterfacesforExcel2007,2010andbeyond?Thesearejustsomeoftheques�onsa�endeesofthispopularcoursehaveraisedovertheyears.Ifyouwanttoop�miseyouruseofExcel,thenthiscourseisforyou.
Enhancing your skills Ourhighlyexperiencedpresenterswillfacilitatethisinterac�ve,proac�vesession,whichexploresthekeyExcelskillsfinanceprofessionalsrequireonadaytodaybasis.Theseinclude:
• Time-saving�psandtricks• Keyboardshortcuts• Keymistakestoavoid• Adiscussionofthebestprac�ceprinciples
ofspreadshee�ng.
Bringyourlaptop,pen,paper...andyourques�ons.
Who should attend AllfinanceprofessionalsseekingtoimprovetheirExcelskills,syntaxandvocabulary.
Duration
1 day
Key benefits • BecomemoreconfidentinusingExcel• Learnkeyboardandmouseshortcuts
designedtogetyouworkingsmarterinExcel
• Usethekeyfunc�onsandfunc�onali�esthatprofessionalmodellersu�liseonadailybasis.
Programme outline • Keyboardshortcuts• Absoluteandrela�vereferences• Keyfunc�ons• Usingrangenames• Thedifferencebetweenformatsand
styles• Othertypesofforma�ng• Datavalida�onversuscontrols• PivotTables• Usingcharts• Crea�nghyperlinks• Carewithsavingfiles.
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
POWER OF POWERPIVOT
Timely Business Intelligence at your fingertips Whatarethethreekeybu�onsinyourManagementInformaonSystem?You'reinthemajorityifthey're"OK","Cancel"and"ExporttoExcel".Giventhere'snopointenhancingyourforecasngtoolsandtechniquesifyourcurrentbusinessperformancecannotbeassessedinamelyandaccuratemanner,whynotuliseExcelfullythereforetoassistyouranalysis?
DevelopedforExcel2010andenhancedfor2013,PowerPivotisadataanalysistoolthatdeliversunmatchedcomputaonalpower.ThiscourseillustrateshowyoucangeneraterichandinteracvePowerPivotanalysistoolsthatlookliketheyhavespentweeksindevelopment.Inshort:thisisdeeperbusinessinsightinafraconofthemeusingfamiliarExceltools.
Key learning through a practical case study Thistwo-daycourseassumesli�lepre-exisngknowledge,developingasophiscatedcasestudyexploingmanyofPowerPivot'spowerfultoolsandfunconaliesfromastandingstart.Usinghands-onexamplesthroughout,youwilllearnhowtoconvertmountainsofdataintokeybusinessinformaoneconomically.
Keymanagementreporng,varianceanalysisandKPIscanbedeliveredfasterthanyou
Key benefits • UnderstandhowPowerPivotbuildsonthefunconalityofExcel'snavetools,suchasPivotTables,slicersandkeyanalycalfuncons• Beabletoimportdatafromavarietyofelectronicsourcesandrelatethemquicklytodeliverkeyinformaoninminutesnotweeks• Derivebestpraccedatabasedesign,realisingthepoweroftheDataModelbyusingLOOKUPlistsandefficientdatabasedesign• LearnhowtowritepowerfulformulaeinPowerPivot'sDataAnalysisExpressions(DAX)language.
Programme outline • RecaponcurrentExceltechniques:SUMIF,SUMIFS,SUMPRODUCT,TablesandPivotTables• SummarisingthethreeversionsofPowerPivot• Loading,linkingandupdangdata• ConstrucngefficientdatabasesanddesignsforPowerPivotanalysis• Creangcalculatedcolumns• RevisingtheExcelpivotformulaengine• Buildingmeasures(Excel2010)/calculatedfields(Excel2013onwards)usingDAX• KeyDAXfuncons:e.g.ALL,BLANK,CALCULATE,FILTER,HASONEVALUEandIF• KeyDAXoperators:“or”and“and”• UlisingdisconnectedTablesforsophiscatedanalysis•WhyDateTablesaresoimportant:introducingTimeIntelligencefuncons• Introducingthe‘X-men”:the‘X’familyoffuncons• Understandingthedangersofcross-filters• CreangsimpleKeyPerformanceIndicators(KPIs)
Who should attend ExceluserswhobelievePivotTablesareinsufficient,businessanalystsseekingrapidcareerprogression,keyexecuveswanngtoenhanceandshortentheirbusinessdecisioncycles.
N.B.Thiscourserequiresa�endeestobringlaptopswithPowerPivotinstalled.Atthe�meofpress,onlyExcel2010(allversions)andExcel2013ProfessionalPluscanu�lisePowerPivot.
Duration
2 days
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
TrainingCourseGuide
LiamBas�ckDirectorTel:+61390202071Mobile:+61421610852Email:liam.bas�[email protected]:www.sumproduct.com
RegisteredAddress:SumProductPtyLtdLevel6468StKildaRoad MelbourneVIC3004
MelbourneAddress:SumProductPtyLtdLevel9440CollinsStreetMelbourneVIC3000
KEY TRAINING CONTACTS
IfyouhaveanyqueriesonSumProducttraining,includingbookingscontentandpricing,inthefirstinstancepleasecontact:
www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004
www.sumproduct.com
Sum Product Pty LtdLevel 6468 St Kilda RoadMelbourne VIC 3004+61 3 9020 [email protected]