Overview
The webinar will be presented in four parts.
First, brief introduction to what is Excel modeling and how to make an Excel model great:
Second part brings a not-so-great Excel model as a business case and introduces a financial report that is supposed to calculate the DSO (Days Sales Outstanding) measure. By examination, this course demonstrates to the audience 10 DONTS in Excel modeling, including:
Third, we demonstrate how to correct the problems and bring up the list of the 10 DOS, including:
Last, the course culminates in summarizing the 10 Dos and Don'ts into 4 categories:
Why you should Attend
If you find yourself taking forever to manually copy and paste data from various sources and consolidate them before feeding them into a report, then this webinar is for you.
Join me in the webinar
Areas Covered in the Session
Who Will Benefit
The webinar will be presented in four parts.
First, brief introduction to what is Excel modeling and how to make an Excel model great:
- Accuracy
- Simplicity
- Robustness
Second part brings a not-so-great Excel model as a business case and introduces a financial report that is supposed to calculate the DSO (Days Sales Outstanding) measure. By examination, this course demonstrates to the audience 10 DONTS in Excel modeling, including:
- Do NOT copy/paste data multiple files and stack them up
- Do NOT leave comparable data in different columns
- Do NOT process data 'one at a time'
Third, we demonstrate how to correct the problems and bring up the list of the 10 DOS, including:
- Connect or link to source data rather than copy and paste
- Keep comparable data in the same column
- Keep related data processing in 'one' table!
Last, the course culminates in summarizing the 10 Dos and Don'ts into 4 categories:
- Data source
- Data transformation
- Formulas
- Validation
Why you should Attend
If you find yourself taking forever to manually copy and paste data from various sources and consolidate them before feeding them into a report, then this webinar is for you.
Join me in the webinar
- To learn state-of-the art data transformation skills
- To learn about the 10 Dos and Don'ts in Excel Modeling
- To avoid the pitfalls of the real case illustrated in the webinar
- It does not matter if you are an Excel novice, or an Excel Advanced user, everyone is sure to learn something new, I can guarantee you on that, as this happened to me time and time again when I tuned in to other master's Excel lessons.
Areas Covered in the Session
- Introduction: what is Excel Modeling?
- 10 Don'ts in Excel Modeling
- 10 Dos in Excel Modeling
- Conclusion
Who Will Benefit
- Accountants
- Auditors
- Bookkeepers
- Business Analysts
- Financial Analysts
- Financial Reporting Analysts
- CFOs
- VPs of Finance
- Managers
- FP&A
- Accounting Managers
- Controllers
- Administrative Assistants
- Entrepreneurs
- Consultants
- HR
- Other Professionals
Speaker
Lenny WU A proponent for automated financial reporting and self-service dashboard reporting, Lenny Wu is a tech-savvy CPA who integrates technology into financial reporting and Big Data analysis using Power Query, Power Pivot, Power BI and Adaptive Insights. Lenny also provides professional training in MS Excel and other programs on prominent online training sites.Who Should Attend
- Accountants
- Auditors
- Bookkeepers
- Business Analysts
- Financial Analysts
- Financial Reporting Analysts
- CFOs
- VPs of Finance
- Managers
- FP&A
- Accounting Managers
- Controllers
- Administrative Assistants
- Entrepreneurs
- Consultants
- HR
- Other Professionals
