Excel: Design dynamic spreadsheet models

Return To Event Page
This is the agenda for Table of contents
Table of contents

• 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


Chartered Professional Accountants of Canada (CPA Canada) annually offers its views on priorities for the federal budget. Review past submissions of pre-budget briefs and consultations, and post-budget release opinions and commentary.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.