About this Event
Welcome to Microsoft Excel for Financial Analysis happening at Makati Diamond Residences. Dive into the world of spreadsheets and financial data crunching with expert in the field. Whether you're a beginner or a seasoned professional, this event is perfect for enhancing your skills. Join us for a day of learning, networking, and fun!
All Meals Included
Buffet Lunch
AM/PM Snacks
Free Flowing Coffee/Tea
Bonus:
Free Access to my Online training Xlookup (2.5 hours)
Free 30 minutes One-on-One session - Ask me anything
Agenda
🕑: 09:00 AM - 10:30 AM
Session 1: Excel Fundamentals for Efficiency
Info: Learn how to connect to data from various sources, consolidate information, and structure it into a clean, analysis-ready format. We’ll cover essential Excel productivity tips, dynamic formulas, and formatting techniques that save time and reduce errors, ensuring your financial models and reports are both efficient and reliable.
🕑: 10:30 AM - 10:40 AM
Morning Break
🕑: 10:40 AM - 12:00 PM
Session 2: Mastering XLOOKUP
Info: Learn how to avoid errors, retrieve values from other tables, and seamlessly link datasets for analysis. This session will equip you with techniques to build reliable, error-proof models that ensure accuracy and efficiency in reporting.
🕑: 12:00 PM - 01:00 PM
Lunch Break
🕑: 01:00 PM - 03:00 PM
Session 3: Faster Reporting with PivotTables
Info: Turn raw data into summarize insights. Learn how to aggregate financial data with PivotTables, get creative in building analyses and automate recurring reports By the end of this session, you’ll know how to answer the most common questions from your Finance Managers or CFO with confidence and accuracy.
🕑: 03:00 PM - 03:15 PM
Afternoon Break
🕑: 03:15 AM - 04:30 PM
Session 4: Mastering PivotTable Calculations for Finance
Info: Go beyond the basics and unlock the full calculation power of PivotTables. In this session, you’ll explore different calculation types—percentages, variances, running totals, and custom formulas—applied to real financial reporting scenarios. Through hands-on role-playing exercises, you’ll learn how to choose and apply the right calculation to answer critical business questions with speed and accuracy.
🕑: 04:30 PM - 05:00 PM
Session 5: Case Study & Wrap-Up
Info: Apply what you’ve learned in a hands-on case study, where you’ll go from raw financial data → clean model → analysis → insights. We’ll wrap up with Q&A, addressing real-world Excel challenges, and provide resources for continued learning.
Event Venue & Nearby Stays
Makati Diamond Residences, 118 Legazpi Street, Makati, Philippines
PHP 8398.15
