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Advanced Excel Models using Formulas, VBA & Power Query

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Course overview

Take a practical approach to enhance your Excel modelling skills with the Advanced Excel Models using Formulas, VBA & Power Query course. In this course, you will learn how to build robust Excel models using Formulas, VBA and Power Query.

This Advanced Excel Models using Formulas, VBA & Power Query course offers a wide range of training modules to enhance your abilities to create better models. You will discover the advanced Excel formulas to prepare reports, forecast and perform mathematical calculations.  We will introduce you to the three excel models and show the functions used to prepare these pro models. In addition, you will learn the Excel formulas for prepaid expenses and explore the steps to create dynamic dashboards based on Power Query and Pivot Table without any formula.

Learning outcomes

  • Familiarize yourself with the advanced Excel formulas
  • Be able to manage prepaid expenses
  • Deepen your understanding of the prepaid expense models
  • Learn about the pro Excel models and formulas
  • Strengthen your knowledge of Power Query and PowerPivot
  • Learn how to create Power query and pivot table based dashboard without any formula

Who Is This Course For?

This  Advanced Excel Models using Formulas, VBA & Power Query course is recommended to anyone interested in learning how to prepare robust Excel models using advanced formulas, Power Query and VBA. In addition, the skills gained from this training will provide excellent opportunities for career advancement.

Entry Requirement

  • This course is available to all learners of all academic backgrounds.
  • Learners should be aged 16 or over.
  • Good understanding of English language, numeracy and ICT skills are required to take this course.

Certification

  • After you have successfully completed the course, you will obtain an Accredited Certificate of Achievement. And, you will also receive a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hardcopy for £39 or in PDF format at the cost of £24.
  • PDF certificate’s turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days.

Why Choose Us?

  • Affordable, engaging & high-quality e-learning study materials;
  • Tutorial videos and materials from the industry-leading experts;
  • Study in a user-friendly, advanced online learning platform;
  • Efficient exam systems for the assessment and instant result;
  • United Kingdom & internationally recognized accredited qualification;
  • Access to course content on mobile, tablet and desktop from anywhere, anytime;
  • Substantial career advancement opportunities;
  • 24/7 student support via email.

Career Path

The Advanced Excel Models using Formulas, VBA & Power Query Course provides  essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as:

  • Data Analyst
  • System Support and Reporting Analyst

Course Curriculum

Introduction
Course Outline and Introduction 00:04:00
Minimum Requirements for the Course 00:01:00
Prepayments Introduction 00:01:00
Prepaid Expenses Models: Resources Download
Month End Date Prepaid Expenses Amortization Calculation 00:00:00
Exact Prepaid Expenses Payment Date Calculation 00:00:00
Accounting for Prepaid Expenses
Prepaid Expenses Accounting Definition: Prepayments 00:03:00
Prepaid Expense Example: How Accounting works for Prepayments 00:03:00
Advantages and Disadvantages of Prepaid Expenses 00:03:00
Excel Formulas Detailed: Introduction to three Excel Models
Introduction to PRO Excel Models and Formulas 00:06:00
Date Function 00:05:00
EOMONTH Function 00:04:00
DATEVALUE function 00:03:00
IF Function 00:08:00
IFS Function (Office 365 Only) 00:07:00
VLOOKUP Function 00:07:00
MATCH Function 00:05:00
INDIRECT Function 00:02:00
NAMED Ranges: Name Manager 00:03:00
Advanced Version of VLOOKUP Function 00:07:00
Formula Based Prepaid Expenses Model
Introduction to Model and Control Panel Tab (Important Sheet Tab) 00:08:00
Formula Based Prepaid Expenses Model – Deep Dive (Part 1) 00:05:00
Formula Based Prepaid Expenses Model – Deep Dive (Part 2) 00:06:00
Formula Based Prepaid Expenses Model – Deep Dive (Part 3) 00:06:00
IFS Function – Month End date Prepayment calculation 00:04:00
Prepaid Expenses – Closing Balance Summary Tab (Formula Based Summary) 00:09:00
Protecting Formulas Cells and Fields in the Model 00:04:00
Calculate Prepaid Expenses Amortisation from Exact Start Date
Exact Date Prepaid Amortisation calculation Intro 00:03:00
Formulas update and Model Changes for Exact Prepaid Exps Calculation 00:03:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 1) 00:04:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 2) 00:03:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 3) 00:02:00
Formulas Update for Exact Date Prepaid Exps Amortisation (Part 4) 00:07:00
IFS Function – Exact Date Prepayments Amortisation 00:04:00
Data Validation Controls (Enhancing Data Input Controls with Protection) 00:10:00
Bonus: Prepayment Model with Opening Balance Calculation (Part 1) 00:08:00
Bonus: Prepayment Model with Opening Balance Calculation (Part 2) 00:09:00
Additional Material: Resources 00:00:00
Prepaid Expenses Summary with Power Query and Pivot Table
Power Query and Pivot Table Prepayment Summary Table Intro 00:06:00
What is Power Query and Some Awesome Resources for Power Query learning 00:07:00
Power Query and Pivot Table Summary – Deep Dive (Part 1) 00:05:00
Power Query and Pivot Table Summary – Deep Dive (Part 2) 00:04:00
Power Query and Pivot Table Summary – Deep Dive (Part 3) 00:05:00
Power Query and Pivot Table Summary – Deep Dive (Part 4) 00:09:00
Using Array Formulas to Add Formula Protection 00:04:00
Bonus: Allocate Prepaid Expenditure Cost Centre Wise – 1 00:02:00
Bonus: Allocate Prepaid Expenditure Cost Centre Wise – 2 00:08:00
Bonus: Prepayment Model with Opening Balance Calculation (PQ and PT Version) 00:13:00
Advanced VBA Prepaid Expenses Amortisation Model
Changing Macros Security in Excel 00:05:00
Complete Walkthrough – Advanced VBA Prepaid Expenses Amortisation Model 00:06:00
Bonus : New Version – Excel VBA Model for Prepayment Expenditure 00:08:00
BONUS: Dynamic Dashboard for Divisional Profit and Loss statements: Easy Way
Dynamic Dashboard Overview 00:07:00
Importing Profit and Loss Statements Source Files and creating YTD P&L Sheets 00:08:00
Creating Dynamic Data Validation 00:02:00
Creating Named Ranges for Dynamic Table Arrays 00:03:00
Dynamic Date Column Headings for each Divisional PL Table 00:02:00
Dynamic Month and YTD Dashboard tables headings (PRO TIP) 00:03:00
Dynamic VLOOKUP Formula – Preparing First section of the Dashboard 00:04:00
Creating Rolling Dashboard with Dynamic VLOOKUP Function 00:08:00
IMPORTANT : Error Checking for your reports/Dashboard (PRO TIP) 00:03:00
Data Prep for Visualization: AREA Charts (Awesome trick using #NA Function) 00:05:00
Visualization: AREA Charts for Month – Revenue, Gross Profit and Net Profit 00:05:00
Visualization DONUT Charts Revenue, Gross Profit and Net Profit (Part 1) 00:03:00
Visualization DONUT Charts Revenue, Gross Profit and Net Profit (Part 2) 00:06:00
Power Query & Pivot Tables based Dashboard without any Formulas, Fully Dynamic
Introduction – Formula-less Dashboard – Fully Dynamic and easily refreshed 00:05:00
Understanding the data files before building dashboard 00:02:00
Consolidating Reports with Power Query (Get & Transform) , How to install PQ 00:08:00
Dynamic File Path Trick in Power Query with Parameters (Amazing trick) 00:06:00
Conditional Cumulative totals with SUMIFS Function 00:04:00
Bonus: Conditional Cumulative totals with Power Query Custom Formula (M Code) 00:06:00
Dashboard Creation – Pivot Table showing Month and YTD KPIs division wise 00:06:00
Dashboard Creation Donuts Charts linked with Pivot Table (Replicate Charts fast) 00:08:00
Dashboard Creation – Line Charts 00:08:00
Update Dashboard with Additional Divisional Data with Few Click (Magical) 00:03:00
Thankyou
Thank you 00:02:00
Ultimate Prepaid Expenditure Model (Super Bonus) 00:02:00
Resources
Resources – Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query 00:00:00

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