Excel Forecasting and What-If Analysis Course Outline

Overview
Excel has many built-in features and add-ons that will make it easier to develop complex models that incorporate What-If Analysis (using either Scenarios, Solver, or Data Tables). In addition, forecasts and trend lines can be easily projected and customized using Excel’s Forecast functions. Finally, the Excel Data Model is reviewed. This advanced feature allow you to access huge data sets within Excel.

Target Student
The course is for individuals who are responsible for creating forecasts and doing what-if analysis with Excel.

Prerequisites
Introduction to Excel class or equivalent skills and a general understanding of the issues related to forecasting and what-if analysis.

*** Version Note ***
While this class is being taught using the 2016 version of the Excel software, almost all topics will be applicable to users of Excel 2013. As a result, this class will be beneficial to users of either Excel 2016 or Excel 2013.

Course Outline

Forecasting
Using the Forecast Sheet
Modifying Options
Using Forecast Functions

Using the Quick Analysis Tool
Formatting Options
Creating Charts
Applying Totals
Creating Tables
Adding Sparklines

Using What-If Analysis
Working with Scenarios
Creating Data Tables
Using Goal Seek

Using Solver
Adding the Solver Add-in
Define a Problem Using Solver
Solving a Problem
Solver for Capital Budgeting
Solver for Financial Planning
Solver to determine Optimal Product Mix
Perform What-If Analysis with the Solver Tool

Gathering Data
Using the Power Query Editor
Appending Data
Merging Data
Transforming Data

Using the Excel Data Model
Viewing a Data Model
Getting Data
Linking Tables
Using the Model
Creating Calculated Columns
Creating Measures
Creating KPI’s

View outline in Word

WEXF16

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