Sum Finance and Modelling Training Product Course Guide · Finance and Modelling Training Course...

Finance and Modelling TrainingCourse Guide

www.sumproduct.com

SumProduct

Financial modelling is a key component in all major business decisions.

Just one modelling error has the potential to destroy significant business value and lead to incorrect actions being undertaken.

Therefore, it is important that key decisions are based on a model that is: • Consistent • Robust • Flexible • Transparent

SumProduct can cater for all of your modelling needs, including consulting, training, model development and review.

TrainingCourseGuide

www.sumproduct.com|+61390202071|[email protected]

SUMPRODUCT TRAINING: OUR CURRENT COURSES Webelievethatthebesttrainingcoursesfocusonprac�calissuesfacedbybusinessprofessionalsonaday-to-daybasis.Suchcoursesaremosteffec�velydeliveredbyexperiencedprofessionalswhocansharetheirbroadanddeepknowledge,gatheredfromacrossmanyindustriesandsectors.Wedeliversuchcourses,in-houseand/ortailored.

Change your way of thinking

Ourproventoolsandtechniqueswillintroduceyoutonewwaysofthinking.Youwill:

• Exploresimpleconceptsandideastohelpyouexamineissues,fromtheoutside-in• Learntodifferen�atebetweenthestrategic,thetac�cal,theopera�onal,the

planningandtheminu�ae(“STOPthedetail”)• Beintroducedtoestablished

“bulldozer”techniques,whichcircumventprocras�na�on

• Examinequan�ta�veversusqualita�ve:learnwheredetailma�ersandwhereitdoesnot

• Receivehighlypersonalisedcoachingfromourexperiencedtrainers

• Beintroducedtothefourstagethinkingprocess

• Workshopyourownproblems.

Change your way of working Worksmarter,notharder.Takeatoolortwofromourtoolboxoftrickstohelpyouworkmoreefficientlyandeffec�vely:

• Enhanceyouranaly�calskillsthroughourrigorousintroduc�ontotheworldofcorporate,economicandfinancialanalysis,usinghands-on,prac�calexercises

• Learnfromtheprofessionals:weprovidequan�ta�vetechniquesdesignedtohelpyouframetheissues,first�meevery�me

• Letouranalystsguideyouthroughtheleadingdevelopmentsintransac�onandbusinessmodelling

• Understandthebenefitsofourbestprac�ceconcepts.

SumProductPtyLtd,Level6,468StKildaRoad,MelbourneVIC3004

TrainingCourseGuide

Hands-on training Allofourcoursesarepresentedfromaprac�calfirst-handperspec�ve,usingthemostexperiencedtrainersinthebusiness.Ratherthandeliveringformallectures,wehavedevelopeddiscursiveworkshopsandprovidemanyprac�calexamplestoworkthrough.

Ourcurrentstandardcoursesaresummarisedbelow:

Course Duration Creative Thinking 1 day

Financial Modelling 101 2 or 3 days

Introduction to Forecasting 1 day

Valuations Modelling 1 day

Mergers & Acquisitions Modelling 2 to 4 days

Model Reviews 1 day

Cashflow Modelling 1 day

1 noitaxaT day

Excel Tips & Tricks 1 day

Power of PowerPivot 2 days

Wealsoofferarangeofothertailoredcoursesforin-houseorone-on-onetraining.Contactusformoreinforma�onregardingbookings,contentand/orpricing.

www.sumproduct.com|+61390202071|[email protected],Level6,468StKildaRoad,MelbourneVIC3004

TrainingCourseGuide

CREATIVE THINKING

Decision-making under pressure Inthesetumultuous�mes,neverhastherebeengreaterpressureonbusinessowners,seniormanagers,CEOsandotherdirectorstogettheirdecisionsright.Isitanywondersomanybusinessesstruggleinthecurrentenvironment?

Butstandbackforamoment:areyouop�misingyourchancesforsuccess?Howo�endoweaskthewrongques�ons,makedecisionsbasedondataratherthaninforma�onandleadwithourheartsratherthanourheads?

Thiscourseprovideskeydecision-makerswithnewideas,challengestoconven�onalwisdomandestablisheddecisionmakingprocessesthathavedeliveredtocompaniesgreaterefficiencies,largermarketshareandincreasedprofits.

Andweshouldknow.Weweretheonesthathelpedthem.

Workshop examples Thissessionisnotaone-daylecture;itisaworkshopwhereeverya�endeeisinvitedtopar�cipateinasuppor�veenvironment.Thisfullyinterac�veseminarisstructuredtohighlightkeymessagesthroughtheuseofarangeofrelevantexamples.Thedayculminateswithacasestudydesignedtodemonstratehowtotacklebusinesscri�calissuesinadisciplined,yetflexible,manner.

Duration

1 day

Key benefits • Gainnewapproachesand

perspec�vesonstructuredthinking

• Understandhowyouthinkandwhatyourkeydriversare

• Iden�fycommonmistakesinthinkingandhowtoavoidthem.

Programme outline • Understandingfaultylogicandthefactors

thatcauseit

• Whatislateralthinking?

• Fromconcep�ontopercep�on;obtainingaclearviewofreality

• Focusedques�ontechniques

• Turningdataintoinforma�on

• Whydidn’tIgetthat/realisethat/checkthat/sensethat/an�cipatethat..?

• Cu�ngtothechase:theprosandconsofhypothesistes�ng

• Introduc�ontostrategicop�onsanalysisandassessingkeydriversofadecision

• Thefourstagethinkingprocess

• Sayitwithcharts.

Who should attend Keyexecu�vesseekingtoenhancetheirdecision-makingprowess;otherstaff,researchersandanalystsseekingfreshperspec�vestoassisttheircareerprogression.


TrainingCourseGuide

Who should attend Anyoneinvolvedinthekeydecision-makingofabusinesswhowishestounderstandthemechanicsoffinancialmodelling,fromCEOtograduate,charteredaccountanttoentrepreneur.

FINANCIAL MODELLING 101

Understand the key outputs Lovethemorloathethem,itismissioncri�calthateveryoneinvolvedinthebusinessdecision-makingprocessshouldunderstandthepurposeofthethreeprimaryfinancialstatements:namely,theIncomeStatement,BalanceSheetandCashFlowStatement.Itisonlybyunderstandingtheunderlyingconceptsthatyoucanavoidthecommontrapsthatfrequentlybedeviltheunwary.

Simple, straightforward approach EverburntthemidnightoiltryingtogetaBalanceSheettobalance?Unabletoreconciledifferentapproachesusedtocalculateopera�onalCashFlowStatements?Thiscourseisfocusedonbuildingmodelsefficientlyandeffec�vely.Oursimpleprocesshasbeenadoptedbymanyseasonedprofessionalswithoutresor�ngtobalancingfigures,circularsandmacros.

Findoutwhyourmostcommonfeedbackis,“IwishsomeonehadshownmethiswhenIfirststartedmodelling”.

Interactive case study Star�ngwithablankExcelcanvas,thistwo-daycoursedevelopsasmall,straigh�orwardmodelwhichenablesourmethodtobedemonstratedreadilyandprac�sedcomprehensively.Bytheendofthecourse,userswillhavebuiltafullsetoffinancialstatementsandwillbeabletorepeatthisprocessandapplyittotheirownmodeldevelopments.

Duration

2 or 3 days Depending upon agreed content

Key benefits • Understandthedifferencebetweenthe

threeprimaryfinancialstatements

• Developastraigh�orwardapproachthatcanbeusedforallyourfinancialmodellingprojects

• GettheBalanceSheettobalanceinseconds

• Avoidcommonmistakesandpi�alls.

Programme outline • Conceptualdiscussions:Income

Statement,BalanceSheetandCashflowStatement

• Se�ngupamodel

• Formatsversusstyles

• Usingchecksintelligently

• Theimportanceofthechartofaccounts

• Modelling101:letcontrolaccountscontrolyou

• Derivingtheappropriatemethodologyandsequen�alprocessusingacasestudy

• EfficientmanagementofopeningBalanceSheetissues


TrainingCourseGuide

INTRODUCTION TO FORECASTING

Insight + Hindsight = Foresight Howo�enhaveyoulookedbackwiththebenefitofhindsightandwishedyouknewthenwhatyouknownow?Aimedatallfinanceprofessionalsinvolvedinthebudge�ngandforecas�ngprocess,thissessiondiscusseshowyoucanreducetherisksinyourforward-lookingdecision-makingbyu�lisingourkitbagofqualita�veandquan�ta�ve�ps,toolsandtechniques.

Hands-on modelling Thisprac�calsessionprovidesanintroduc�ontotheanalysisthatcanbebuiltintoforecas�ngandbudge�ngdevelopedinspreadsheets.Usingsimplesta�s�caltoolsandanoverviewofsomeofExcel’slile-knownfunc�onsandfunc�onali�es,thisseminarwillprovideaendeeswithapragma�capproachtoenhancetheefficiencyandeffec�venessoftheirforecas�ng.

Excel based examples Thiscoursewillshowpar�cipantshowtoimproveforecas�ngtechniques,usingsani�sedreal-worldexamples,toturnhistoricaldataintofuturemanagementinforma�on.

Who should attend ThissessionwouldsuitexperiencedExcelusers,financialanalysts,managementaccountantsandotherprofessionalswhohavevestedinterestsinforecas�ngtrendsatthestrategic,tac�cal,opera�onalandplanninglevels.

Duration

1 day

Key benefits Thissessionwill:

• Provideaprac�calunderstandingofExcel’sdataforecas�ngandchar�ngfunc�ons

• Quan�fytherisksandrewardsofes�ma�ngfutureassump�onsandoutputs

• Exploredifferentforecas�ngandtrendingmethods

• Equipaendeeswithseveralwaystoconfirmandop�misekeyoutputs.

Programme outline • Createformulabaseddataforecasts

• Regressionanalysis

• Biasanderrores�ma�on

• Scenariomodelling

• Crea�ngawaterfallchart

• Crea�ngatornado(sensi�vity)chart

• Calcula�ngandgraphingmovingaverages

• Definingandsolvingproblems:e.g.GoalSeekversusSolver.


TrainingCourseGuide

VALUATION MODELLING

Importance of valuation Valua�onanalysishasneverbeenasimportantasitisrightnow.Inabusinessworldfulloftaxconsolida�ons,PublicPrivatePartnershipsandtradesalesfewanalystscanconstructrobustvalua�ons.

Thiscourseaimstoplugtheholesandprovidereal-lifeexamplesforvariousenterprise,equityandprojectvalua�ons.

Theory Whileallofourcoursesfocusontheprac�calapplica�ons,anunderstandingoftheoryispar�cularlyper�nenttothiscourse.Thisworkshopwillhighlightandexaminethetheore�calissuesthatsurfaceregularlyintherealmofcorporatefinanceandwillchallengesomeoftheinappropriateprac�cescurrentlybeingadoptedintherealworld.

Duration

1 day

Key benefits Thiscoursewillprovideyouwiththefollowingtangibleinsights:

• Howtocalculatefreecashflowsfromexis�nginforma�on

• Anapprecia�onofthedifferencesbetweenenterprisevalue,equityvalueandprojectinvestmentappraisal

• Anunderstandingoftheissuesassociatedwithdevelopingequityvalua�ons.

• Howtocheckyourvalua�onsusingdifferentanaly�caltechniques

Programme outline • TheconceptofaDiscountedCashFlow• Thedifferencebetweenriskanduncertainty• HowtocalculateFreeCashFlows• Determiningthecostofequity:betasandthe

CapitalAssetPricingModel(CAPM)• Determiningthecostofdebtanditshidden

impactonFreeCashFlowtotheFirm• Calcula�ngtheWeightedAverageCostof

Capital(WACC)• Theroleoftaxinvalua�ons• Theimportanceofstakeholderanalysisina

valua�on• Realversusnominalconsidera�ons• Applica�onofsensi�vityandsimula�on

analysesinavalua�oncontext• Othervalua�ontechniques:earnings

mul�ples,FairValueofIden�fiableNetAssets(FVINA),DividendDiscountedModellingandRealOp�onsAnalysis

• Othermetrics:differinginternalratesofreturn(IRR,XIRRandMIRR),EconomicValueAdded(EVA)(©SternStewart),StrategicValueAdd(SVA),MarketValueAdded(MVA)andthelinktoNetPresentValue(NPV).

Who should attend Thiscourseisessen�alforthoseseekingtobroadenandenhancetheirapproachtovalua�on,andul�matelyconstructrobustvalua�onsbyapplyingdifferenttechniques.


TrainingCourseGuide

Duration

2 to 4 days Depending upon agreed content

MERGERS AND ACQUISITIONS (M&A) MODELLING Modelling professionally ThiscoursebuildsontheskillsacquiredinourFinancialModelling101courseandappliesthesetothemoretechnicalaspectsoffinancialmodelling,whichareu�lisedwithintherealmofmergersandacquisi�ons.Thiscourseconsidersthevariousprac�calimplica�onsassociatedwithinves�nganddives�ngincompaniesforcommercialgainortoenhanceefficiencies.

M&A analysis in full Inthishands-ontrainingcourse,thecasestudywalkspar�cipantsthrougheverystepoftheprocess,star�ngwithvaluingpoten�altargets,understandingfairvalueadjustmentsandgoodwillcomputa�ons;andculmina�ngingroupfinancialstatementconstruc�on,focusingonearningsaccre�on,dilu�onandotherkeyra�os.

Who should attend AimedatbothnewandexperiencedprofessionalsintheM&Aarena,thiscourseprovidesa�endeeswiththemodellingtoolsrequiredtomakemoreinformedcorporatefinancedecisions,investmentsanddivestments.

Key benefits Thiscoursewillprovideyouwiththefollowingtangibleinsights:

• BuildandanalysethekeymetricsinM&Aanalysis,basedoncashflowsandaccoun�ng

• Calculateaggrega�onmodelsusingacquisi�onandequityaccoun�ng

• Understandtheroleoftaxa�oninanM&Atransac�on

• Developflexibleandpowerfulfunding,returnsandscenarioanalysis,whichcanbeusedinfuturemodels.

Programme outline • TheimportanceofM&Amodelling• Understandingthefactorsthatgovern

themodelstructureandaccoun�ngtreatmentadopted

• OpeningBalanceSheetadjustments• Calcula�nggoodwill• Forecas�ngsynergiesandcostsavings• Managingworkingcapital• Standardisingaccoun�ngpolicies• Modellingdebt:risk,returnandranking• Grouptaxconsidera�ons• Sources,usesandreturnsanalysis

(calculatedandrequired)• Rudimentaryvalua�ontechniques:

compu�ngexitmul�plesforPrivateEquityscenariosandtheroleofInternalRatesofReturn(IRRs)

• Thepowerofaccoun�ngra�os.


TrainingCourseGuide

Key benefits • Gaininsightintothekey

conceptsofamodelreview,verifica�onoraudit

• Usespecialistso�warewhenyoucan–andlearnthetrickstoemploywhenyoucannot

• Understandhowtoincreasetheintegrityofyourmodelswhenspreadsheetso�wareisnotavailable

• Prac�cethedifferenttypesofmodelreview.

Programme outline • Be�erprac�ceversusbestprac�cemodelling• Fourkeyquali�estolookfor• Reviewversusaudit• Introduc�ontovariousspreadsheetso�ware• Planningareview/audit• Thespecificrisksofaself-review• Consideringexis�ngproac�veandreac�ve

checksinamodel• Linebylinereviews• Analy�calreviews• Limitedscopereviews• Keydriverreviews• Revieworrebuild–whenshouldyoudo

which?• Crackingcircularreferences• Removingphantomlinks• Suggesteddocumenta�onprocesses• Discussionofsampledocumenta�on.

MODEL REVIEWS

Risk reduction Forecas�ngaccurately,buildingmodelsmoreeffec�velyandunderstandingtechnicalareasofaccoun�ng,valua�onsandtaxnolongerseemtobesufficient.Noma�erhowexperiencedorcarefulyouare,variousstudies(“WhatWeKnowAboutSpreadsheetErrors”,Dr.R.R.Panko,1998)haveshownthat5%ofyourmodelwillbewrong.Thiscourseconsidersthecoreskillsrequiredforreviewingandverifyingfinancialmodels.

Overview Thisprogrammeprovidespar�cipantswithcoreskillsrequiredforreviewingandverifyingfinancialmodelsconstructedbyeitherthereviewer(“self-review”)orthirdpartymodellers(“audit”).Theprogramfocusesonfinanceprofessionalsandotherclientadvisors,whoeitherworkorwillbeworkingwithfinancialmodelsonaregularbasis.

Who should attend Thiscourseisaimedataudi�ngandfinanceprofessionals,aswellasanyoneelsewhowishestounderstandthequan�ta�veimpactoferrorsinmodel,andimportantlythosethatwishtolearnthesimplestepsthatmaybetakentoaddressandminimisetheseerrors.Whilethiscoursefocusesontheroleofthereviewer,seniormanagersandexecu�vedecision-makerswouldalsobenefitfromanunderstandingofthekeyques�onstheycanasktoprotecttheircompanyfrommakingpoordecisions,basedonmodellingerrors.

Duration

1 day


TrainingCourseGuide

CASHFLOW MODELLING

Relevant to all Inthecurrentclimate,nobusinesscanaffordtotakeitseyeoffcashflowforecas�ng.Turbulentstockmarkets,varyingexchangeratesandthelas�ngeffectsoftheGlobalFinancialCrisisarejustsomeofthefactorsaffec�ngthecashposi�onoftoday’sorganisa�ons,profitmakingorotherwise.

Greater granularity Withprofitsontheriseforsomeandoverstretchedcashposi�onsaffec�ngothers,moreandmorecompaniesaremodellingtheircashflowsonaweeklybasis,enablingmoreaccurateforecas�ngandmoreeffec�vemanagementoftheirworkingcapitalanddebtstructuring.

However,shortenedperiodici�eshaveahiddenimpactonmodellinglogic.Modellingassump�onsfordebtors,creditors,inventory,GSTandcorporatetaxa�on,thatseemperfectlyreasonableforlonger�meframes,maybeinappropriateordownrightwrongwhenconstructedonaweeklybasis.

Thiscourseprovidesavaluableeyeopenertoallthoseseekingtobuildweeklycashflowforecas�ngmodels.

Who should attend Thiscourseisaimedatfinanceprofessionalschargedwithcashflowforecas�ngforshortenedperiodici�es,typicallyweekly.Corporaterecoveryandmanagementaccountantsmayfindthiscoursepar�cularlyuseful.

Duration

1 day

Key benefits • Learnhowtoconstruct

workingcapitalforecastsforweeklyanalysis

• IncorporateGoods&ServicesTax(GST)intofinancialstatements

• Understandtheimpactofdifferentapproachestoinventorymanagement.

Programme outline • Thedifferencesbetweenweeklyandmonthly

modelling• Se�ngup�mingflagsintelligently• Theproblemswithmodellingdebtorsandcreditors• Baddebtconsidera�ons• Inventorymanagementmodelling• ModellingGSTinafinancialmodel;andwhyitis

usuallyignored• Debtcovenantanalysis• Howcorpora�ontaxa�onchangesforshortened

periodmodelling• Issuesassociatedwithquarterlyandfinancialyear

repor�ng• “What-if?”analysis• Actualversusbudgetrepor�ng.


TrainingCourseGuide

TAXATION

Accounting versus taxation Taxtranscendsaccoun�ngassump�onsasmanyofthecalcula�onsinvolveobjec�vecomputa�ons,asprescribedbytaxauthori�es.Thiscourseexplainswhymorefocushasbeenplacedonmodellingtaxovertheyears,andhowitshouldbestbemodelled.

Understanding the different aspects of tax Inthepast,taxwaso�enmodelledasx%xNetProfitBeforeTax.Butthisapproachisnolongerappropriate.Thiscourseexplainsboththemoreelementaryno�onsofpermanentdifferences,�mingdifferences,taxlossesanddeferredtax;butthengoesontoconsidertheextendedconceptsoftaxgroups,thincapitalisa�on,basecostse ng;andtheimpactofse ngupaforeignbranchratherthanaforeignsubsidiary.

Who should attend Allfinanceprofessionalswhoneedtounderstandthetaxconsequencesofthestrategicdecisionsmadebybusinesses.Aimedatanalysts,taxprofessionalsandmanagementaccountants,thiscoursemayalsobeper�nentforfinancialcontrollersandchieffinancialofficers.

Key benefits • Becomemoreconfidentinusing

Excel• Learnkeyboardandmouseshortcuts

designedtogetyouworkingsmarterinExcel

• Usethekeyfunc�onsandfunc�onali�esthatprofessionalmodellersu�liseonadailybasis.

Programme outline • Keyboardshortcuts• Absoluteandrela�vereferences• Keyfunc�ons• Usingrangenames• Thedifferencebetweenformatsand

styles• Othertypesofforma ng• Datavalida�onversuscontrols• PivotTables• Usingcharts• Crea�nghyperlinks• Carewithsavingfiles.

Duration

1 day


TrainingCourseGuide

EXCEL TIPS AND TRICKS

Intermediate introduction to Excel AreyouconcernedthatyoumaynotbeusingExcelasefficientlyandeffec�velyasyoucouldbe?Areyouonlyusingfiveorsixfunc�onsforallofyourmodellingneeds?Doyoutakefartoolongtobuildacalcula�on?AreyoufrustratedwiththenewlookinterfacesforExcel2007,2010andbeyond?Thesearejustsomeoftheques�onsa�endeesofthispopularcoursehaveraisedovertheyears.Ifyouwanttoop�miseyouruseofExcel,thenthiscourseisforyou.

Enhancing your skills Ourhighlyexperiencedpresenterswillfacilitatethisinterac�ve,proac�vesession,whichexploresthekeyExcelskillsfinanceprofessionalsrequireonadaytodaybasis.Theseinclude:

• Time-saving�psandtricks• Keyboardshortcuts• Keymistakestoavoid• Adiscussionofthebestprac�ceprinciples

ofspreadshee�ng.

Bringyourlaptop,pen,paper...andyourques�ons.

Who should attend AllfinanceprofessionalsseekingtoimprovetheirExcelskills,syntaxandvocabulary.

Duration

1 day

Key benefits • BecomemoreconfidentinusingExcel• Learnkeyboardandmouseshortcuts

designedtogetyouworkingsmarterinExcel

• Usethekeyfunc�onsandfunc�onali�esthatprofessionalmodellersu�liseonadailybasis.

Programme outline • Keyboardshortcuts• Absoluteandrela�vereferences• Keyfunc�ons• Usingrangenames• Thedifferencebetweenformatsand

styles• Othertypesofforma�ng• Datavalida�onversuscontrols• PivotTables• Usingcharts• Crea�nghyperlinks• Carewithsavingfiles.


TrainingCourseGuide

POWER OF POWERPIVOT

Timely Business Intelligence at your fingertips Whatarethethreekeybu�onsinyourManagementInformaonSystem?You'reinthemajorityifthey're"OK","Cancel"and"ExporttoExcel".Giventhere'snopointenhancingyourforecasngtoolsandtechniquesifyourcurrentbusinessperformancecannotbeassessedinamelyandaccuratemanner,whynotuliseExcelfullythereforetoassistyouranalysis?

DevelopedforExcel2010andenhancedfor2013,PowerPivotisadataanalysistoolthatdeliversunmatchedcomputaonalpower.ThiscourseillustrateshowyoucangeneraterichandinteracvePowerPivotanalysistoolsthatlookliketheyhavespentweeksindevelopment.Inshort:thisisdeeperbusinessinsightinafraconofthemeusingfamiliarExceltools.

Key learning through a practical case study Thistwo-daycourseassumesli�lepre-exisngknowledge,developingasophiscatedcasestudyexploingmanyofPowerPivot'spowerfultoolsandfunconaliesfromastandingstart.Usinghands-onexamplesthroughout,youwilllearnhowtoconvertmountainsofdataintokeybusinessinformaoneconomically.

Keymanagementreporng,varianceanalysisandKPIscanbedeliveredfasterthanyou

Key benefits • UnderstandhowPowerPivotbuildsonthefunconalityofExcel'snavetools,suchasPivotTables,slicersandkeyanalycalfuncons• Beabletoimportdatafromavarietyofelectronicsourcesandrelatethemquicklytodeliverkeyinformaoninminutesnotweeks• Derivebestpraccedatabasedesign,realisingthepoweroftheDataModelbyusingLOOKUPlistsandefficientdatabasedesign• LearnhowtowritepowerfulformulaeinPowerPivot'sDataAnalysisExpressions(DAX)language.

Programme outline • RecaponcurrentExceltechniques:SUMIF,SUMIFS,SUMPRODUCT,TablesandPivotTables• SummarisingthethreeversionsofPowerPivot• Loading,linkingandupdangdata• ConstrucngefficientdatabasesanddesignsforPowerPivotanalysis• Creangcalculatedcolumns• RevisingtheExcelpivotformulaengine• Buildingmeasures(Excel2010)/calculatedfields(Excel2013onwards)usingDAX• KeyDAXfuncons:e.g.ALL,BLANK,CALCULATE,FILTER,HASONEVALUEandIF• KeyDAXoperators:“or”and“and”• UlisingdisconnectedTablesforsophiscatedanalysis•WhyDateTablesaresoimportant:introducingTimeIntelligencefuncons• Introducingthe‘X-men”:the‘X’familyoffuncons• Understandingthedangersofcross-filters• CreangsimpleKeyPerformanceIndicators(KPIs)

Who should attend ExceluserswhobelievePivotTablesareinsufficient,businessanalystsseekingrapidcareerprogression,keyexecuveswanngtoenhanceandshortentheirbusinessdecisioncycles.

N.B.Thiscourserequiresa�endeestobringlaptopswithPowerPivotinstalled.Atthe�meofpress,onlyExcel2010(allversions)andExcel2013ProfessionalPluscanu�lisePowerPivot.

Duration

2 days


TrainingCourseGuide

LiamBas�ckDirectorTel:+61390202071Mobile:+61421610852Email:liam.bas�[email protected]:www.sumproduct.com

RegisteredAddress:SumProductPtyLtdLevel6468StKildaRoad MelbourneVIC3004

MelbourneAddress:SumProductPtyLtdLevel9440CollinsStreetMelbourneVIC3000

KEY TRAINING CONTACTS

IfyouhaveanyqueriesonSumProducttraining,includingbookingscontentandpricing,inthefirstinstancepleasecontact:


www.sumproduct.com

Sum Product Pty LtdLevel 6468 St Kilda RoadMelbourne VIC 3004+61 3 9020 [email protected]

Sum Finance and Modelling Training Product Course Guide · Finance and Modelling Training Course...

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