Excel: Designing dynamic financial spreadsheet models

Discover the main techniques and best practices for creating dynamic spreadsheet models that better serve your organization or clients.

Event Details

Location and date:
Online On-Demand Event

Do you have a solid grasp on how to create a dynamic financial spreadsheet model? You can strengthen this essential accounting skill with Designing Dynamic Financial Spreadsheet Models in Excel.

This two-hour online course covers the range of Excel tools that drive dynamic content for spreadsheet models, including for tasks such as:

  • taxation
  • capital budgeting
  • sales forecasting and analysis

The techniques and best practices offered in this practical, engaging course will help you more easily and confidently create spreadsheet models that are tailored to your specific business requirements. You will have access to extensive course resources and ebooks, which will be yours to keep after the course ends.

View Table of Contents

Additional options and pricing may be available. See pricing and registration for more details.


2 CPD hour(s)
Pricing & registration

You will learn about:

  • the correct definition of the term “spreadsheet model”
  • spreadsheet model best practices
  • how to use spreadsheet models in the real world
  • how to drive dynamic content using IF and VLOOKUP functions
  • how to hide model sections dynamically using conditional formatting
  • Excel’s outlining tools and how to use them

Who should attend?

  • intermediate Excel users who understand a variety of Excel formulas and how to nest multiple formulas within each other
  • financial professionals
  • business professionals

More Details:

Session Descriptions

• Welcome
• What is a Spreadsheet “Model”?
• Planning Models: Essential Groundwork
• Modeling Best Practices
• Dynamic Modeling Techniques

Exercise: Working through the DDM cash exercise
• Examining the “Vlookup” Function
• Using “Vlookup” in Dynamic Modeling
• Using the “IF” Function and Comments in Dynamic Modeling

Review: The completed DDM cash exercise
• Reviewing the Completed Model
• Separating Data from Logic

Conditional formatting
Conditional Formatting

Exercise: Working through the DDM cash exercise (Continued)
• Using Conditional Formatting
• Putting the Model to Work with Cash Flows

Using Outlining to Compress Model Sections

Example: Drink
Drink Pricing Worksheet

Example: Capital budgeting
• Using Models for Capital Budgeting
• Using Models for Sensitivity Analysis

Exercise: Styles
• Introduction to Styles
• Creating Custom styles

• In Review
• Final Quiz


You may also be interested in:

Improve your ability to create and work with PivotTables so that you can more effectively summarize, analyze and present financial data.


Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca