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Enhance your accounting practice by learning the strategies and tools within Excel for creating more functional and reliable spreadsheet templates.
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.
Additional options and pricing may be available. See pricing and registration for more details.
• 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
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
• Introduction to Styles• Creating Custom styles
Drink Pricing Worksheet
Example: Capital budgeting
• Using Models for Capital Budgeting• Using Models for Sensitivity Analysis
• In Review • Final Quiz
Gain the fundamental information and tools needed to master making spreadsheets in Excel.
Discover the main techniques and best practices for creating dynamic spreadsheet models that better serve your organization or clients.
Improve your ability to create and work with PivotTables so that you can more effectively summarize, analyze and present financial data.
CPA Canada Professional Learning and Development Customer Service
September 18, 2017
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.
Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.
April 10, 2017
You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.