Best Practice Fundamentals
Introduces BPM, the Best Practice Spreadsheet Modeling Standards, bpmToolbox, Modular Spreadsheet Development and bpmModules.
Learn how to implement the Best Practice Spreadsheet Modeling Standards using bpmToolbox by undertaking comprehensive, interactive training tutorials.
Watch highlights of bpmToolbox in action.
Learn how to implement Modular Spreadsheet Development using bpmModules by undertaking the Getting Started tutorials.
Watch advanced tutorials to learn how to create, manage and share your own bpmModules content.
Learn how to build and maintain historical and forecast dynamic financial models using bpmModules by undertaking the financial modeling tutorials.
Import historical income statement and balance sheet data and enter forecast and budget assumptions as part of a rolling business planning process.
Best Practice Fundamentals
Provides an overview of spreadsheet best practice, and an introduction to a best practice Excel workbook.Best Practice Fundamentals
Introduces the bpmToolbox base workbook, including a hyperlink-based table of contents for structuring and navigation, and demonstrates the insertion of base sheets.Workbook Structure
Formats & Styles
Demonstrates the use of the tools within the bpmToolbox Styles and Formats tabs to efficiently implement purpose-based formats and styling and a best practice model.Formats & Styles
Introduces the use of centralized, automated checks systems by bpmToolbox, allowing for error, sensitivity and alert checks in accordance with the Standards.Checks
Excel Optimization Tools
Introduces some of the bpmToolbox tools used to accelerate the model development process, including accessories, controls, hyperlinks, names, schematics and charting tools.Excel Optimization Tools
Finalization & Review
Introduces some of the key bpmToolbox tools used to review the content within a best practice model and ensure that it prints and views consistently in accordance with the Standards.Finalization & Review
Advanced Best Practice
Overview of the Best Practice Modelling System and the embedded interactive training system.Introduction
1. General Concepts
Fundamental concepts including workbook, sheet and cell purpose and content.1. General Concepts
2. Workbook Structure
Workbook structure, sections, table of contents and navigation.2. Workbook Structure
3. Sheet Structure
Sheet types, structure, consistency, titles and content.3. Sheet Structure
4. Formats & Styles
Format and style purpose, consistency, identification, explanation and appearance.4. Formats & Styles
5. Assumption Entry Interfaces
Assumption entry interface structure, rules, consistency, location and formats. Interface control tools, including purpose-based styles, controls, data validation and checks.5. Assumption Entry Interfaces
6. Sensitivity Analysis
Sensitivity analysis structure, location, rules and identification. Common sensitivity analysis methods, including single and dual output sensitivity analysis examples.6. Sensitivity Analysis
7. Outputs & Presentations
Output links, rules, separation and sections. Presentation outputs creation, including dashboards and charting.7. Outputs & Presentations
8. Calculation Formulae
Calculation formulae consistency, rules, diagrams and complexities. Formula analysis and review, including error detection and location.8. Calculation Formulae
9. Naming Principles
Workbook, sheet and range naming consistency, identification, rules and application.9. Naming Principles
10. Time Series Analysis
Time series analysis, assumptions, consistency, structure, periodicity, rules and output. Historical and forecast time series analysis tools and techniques.10. Time Series Analysis
Error checks, sensitivity checks and alert checks structure, rules, location, formats and identification. Automated and integrated checks system creation and maintenance.11. Checks
12. Printing & Viewing
Printing and viewing consistency, rules, margins, page numbers and information. Table of contents page numbering, printed page identifiers and printing and viewing efficiency tools.12. Printing & Viewing
13. Multiple Workbooks
Multiple workbook links, structure, location, rules and diagrams. Efficiently linking workbooks using model import and model export sheets.13. Multiple Workbooks
14. Security & Protection
Workbook, sheet and cell protection and control. Purpose-based styles and tools for efficiently protecting a workbook prior to distribution.14. Security & Protection
15. Visual Basic Programming
The use of visual basic programming in spreadsheet models. Fundamental tips and tricks for writing VBA macros within workbooks.15. Visual Basic Programming
Various other areas, including workbook calculation setting, model developer identification and the creation of model help files and user guides.16. Miscellaneous