Excel for Financial Planning and Analysis (FP&A)

2h 35mAdvanced2024-01-23

Authors

Carl Seidman

Course details

Financial planning and analysis (FP&A) is a rapidly evolving field within corporate finance and one of the most important functions of any successful finance department. While there are a number of different data visualization tools that support FP&A, most companies rely on the ubiquitous Microsoft Excel.

In this course, join instructor, CSP, and CPA Carl Seidman as he provides a comprehensive overview of how to harness the power of Excel for forecasting, planning, analysis, and modeling. Along the way, find out why Excel can be so useful for FP&A, including coverage of how to leverage key analytic tools such as dynamic data tables, dynamic data ranges, dynamic data arrays, and more.

Skills covered

Personal FinanceCorporate FinanceSpreadsheetsMicrosoft ExcelFinance and AccountingData AnalysisData ScienceProfessional DevelopmentBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

01 - Leveraging Excel for financial planning & analysis (FP&A)

1. Why Does Excel Matter to FP&A

02 - What is financial planning & analysis (FP&A)
03 - Excel in FP&A, management consulting and investment banking
04 - Where does Excel fit into the FP&A tech stack
05 - Why do dynamic functions matter for FP&A

2. Dynamic Data Tables in Excel for FP&A

06 - An introduction to dynamic data tables
07 - Dynamic data tables for FP&A modeling
08 - Updating data tables with Power Query
09 - FP&A applications with data tables
10 - Advanced dynamic mapping using Power Query
11 - Advanced dynamic mapping using INDEX, XMATCH, and INDIRECT
12 - Challenge - Mapping dynamic data tables to an FP&A model
13 - Solution - Mapping dynamic data tables to an FP&A model

3. Dynamic Data Ranges in Excel for FP&A

14 - Using INDEX XMATCH for dynamic ranges
15 - Using XLOOKUP for dynamic ranges
16 - Introduction to OFFSET
17 - Using OFFSET for dynamic ranges
18 - Challenge - Flexing data and dynamic ranges for an FP&A model
19 - Solution - Flexing data and dynamic ranges for an FP&A model

4. Dynamic Data Arrays in Excel for FP&A

20 - Introduction to dynamic arrays
21 - Using SEQUENCE for dynamic ranges
22 - Using FILTER for dynamic data management
23 - Using UNIQUE for dynamic data management
24 - Using SORT and SORTBY for dynamic data management
25 - Challenge - Segmenting data for use in an FP&A model
26 - Solution - Segmenting data for use in an FP&A model

Conclusion

27 - Implementing what you've learned