Excel for Financial Planning and Analysis (FP&A)

Harness the power of Microsoft Excel for a wide variety of financial planning and analysis (FP&A) tasks: forecasting, planning, analysis, and modeling.

Introduction

• Leveraging Excel for financial planning & analysis (FP&A)

1. Why Does Excel Matter to FP&A?

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

2. Dynamic Data Tables in Excel for FP&A

• An introduction to dynamic data tables
• Dynamic data tables for FP&A modeling
• Updating data tables with Power Query
• FP&A applications with data tables
• Advanced dynamic mapping using Power Query
• Advanced dynamic mapping using INDEX, XMATCH, and INDIRECT
• Challenge: Mapping dynamic data tables to an FP&A model
• Solution: Mapping dynamic data tables to an FP&A model

3. Dynamic Data Ranges in Excel for FP&A

• Using INDEX XMATCH for dynamic ranges
• Using XLOOKUP for dynamic ranges
• Introduction to OFFSET
• Using OFFSET for dynamic ranges
• Challenge: Flexing data and dynamic ranges for an FP&A model
• Solution: Flexing data and dynamic ranges for an FP&A model

4. Dynamic Data Arrays in Excel for FP&A

• Introduction to dynamic arrays
• Using SEQUENCE for dynamic ranges
• Using FILTER for dynamic data management
• Using UNIQUE for dynamic data management
• Using SORT and SORTBY for dynamic data management
• Challenge: Segmenting data for use in an FP&A model
• Solution: Segmenting data for use in an FP&A model

Conclusion

• Implementing what you've learned