Excel: Designing stable spreadsheet models

Enhance your accounting practice by learning the strategies and tools within Excel for creating more functional and reliable spreadsheet templates.

Event Details

Location and date:
Online On-Demand Event

How comfortable are you with your ability to create spreadsheet models that optimally serve the needs of your organization or clients? You can enhance this fundamental accounting skill with Designing Stable Spreadsheet Models in Excel.

This two-hour online course explains how to enforce data integrity and reduce user errors in order to protect your templates. You will gain a better understanding of the approaches and concepts required to help you create and customize your own spreadsheet models. You will also 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 key factors that add to model longevity
  • how to create models that lend to attracting valid data
  • how to implement proactive data validation into your models
  • how to set up reactive data validation in your models
  • Excel’s protection features, strengths and weaknesses

Who should attend?

  • intermediate Excel users who understand a variety of Excel formulas and how to nest multiple formulas within each other
  • public practice accountants
  • controllers
  • business analysts

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

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

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

Exercise: Styles
• Introduction to Styles
• Creating Custom styles

Example: Drink
Drink Pricing Worksheet

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

• 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