Designing Dynamic Financial Spreadsheet Models  

Start creating customized, dynamic spreadsheet models in Excel and receive a free eBook with registration.

Financial and business professionals are required to build dynamic models for tasks such as taxation, capital budgeting, and sales forecasting and analysis, and Excel has powerful tools in place to help with these responsibilities.

This video course will give you the background, techniques, best practices, and confidence to dive into Excel and start creating your own dynamic spreadsheet models customized and tailored to your specific business requirements.

After attending this session you will:

• Understand the term "spreadsheet model"
• Be aware of spreadsheet model best practices and how to use spreadsheet models in the real world
• See how to drive dynamic content using IF and VLOOKUP functions
• Know how to hide model sections dynamically using conditional formatting
• Understand Excel's outlining tools and how to use them

Follow along with extensive course resources, eBooks, and examples to enhance your learning experience — and they are yours to keep! 
 

Video courses combine video and other resources in a highly accessible format that allows you to review each chapter as many times as you wish. Supplemental materials and spreadsheets used throughout the program are available for download in the Course Resources section, as well as via a drop-down link as they are referenced throughout the chapter.

The course is divided into chapters and subchapters to make it easy for viewers to follow along and review. Viewers may fast forward, rewind, and pause for an improved learning experience. Registrants receive a free eBook and additional resources, covering all of the course material in extensive detail, and it is yours to keep!

At the end of the course, be sure to participate in the online quiz that will test your understanding of the concepts. You must pass the quiz in order to receive your verifiable CPD hours and Certificate of Completion. If you can't remember everything the first time through, you can review any chapter as many times as you like during or after the presentation.

Participants should be intermediate Excel users who understand a variety of Excel formulas and how to nest multiple formulas within each other.

PD Net Members

The presentation was very well done and the sample files made it easy to understand what was happening and gave an opportunity to practice. Also, access to the downloaded files allows you to go through the various formulas as many times as you wish! – PD Net Member

The course is very well designed, having an appropriate balance of theory and practice. I was particularly impressed by the ease with which files are downloaded, the flexibility in revisiting formulas, and the ability to take the course at your own pace. – Rock LeFebvre, MBA, CGA

Very good course and content, and delivery was very clear and easy. Well done! – Brenda W.

Liked that I could pause or even stop the videos and return later. Very convenient! – Clint C.

I think this is a great way to provide CPD opportunities, and I look forward to seeing what else becomes available. – Robert W.

It is a great product that will help the everyday life of an accountant to add value to their career. Thank you for the great video! – Carla T.
 
Ken Puls Recommendations

I have attended more expensive Excel courses and have no reservations in saying that I personally found your tutorials more informative. As a young professional, you have given me tools that will provide me value throughout the rest of my career. Thanks for your commitment to sharing your knowledge! – Steve John – Operations Accountant, K2 Stone

Ken is an excellent Microsoft Excel resource. He has deep knowledge of his subject matter and can customize the content of a session to a variety of levels of understanding. Ken is passionate about Excel and he passes on that enthusiasm to others. He is adept at answering questions and is an earnest, dynamic presenter. – Sandi LiSanti – Metia Corp 
 

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Ken Puls, CMA, Microsoft MVP — Excel: Ken is Controller/Director of IT at Fairwinds Community & Resort on Vancouver Island, BC. Building on his solid accounting background and passion for IT, Ken is an expert at developing automated solutions and internal controls to improve Business Intelligence systems.

A firm believer that human brainpower should be devoted to solving problems, not data input, Ken’s passion lies in developing new systems using technology, such as Excel spreadsheets, that enable his staff to  focus on what is truly important: running the business.

Ken has been an active participant in numerous Excel Web forums since 2002 and hosts a website knowledgebase and blog at www.excelguru.ca. NASA has made use of Ken’s expertise, using some of his examples to help monitor the power supply levels on the International Space Station.

In recognition of his contributions to the online community, Ken was awarded the prestigious Microsoft Most Valuable Professional — Excel award in October 2006, a distinction he holds to this day. In Microsoft's words, "MVPs are a highly select group of experts representing technology's best and brightest who share a deep commitment to community and a willingness to help others."

Worldwide, there are more than 100 million participants in technical communities; of these participants, there are fewer than 200 to hold the distinction of MVP-Excel, and Ken is one of only four Excel MVPs in Canada.

Ken is dedicated to teaching users how to get the most out of Excel spreadsheets in order to improve their business, and for the past several years has been developing in-depth courses and training products for various companies and associations.

 
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