PowerExcel Training

PART 1: PowerExcel Software Installation

In this session, we will be providing the installer for PowerExcel. It is an Excel add-in that will allow you to access the “P&L Planning and Forecasting Model – Starter Pack”, and start building reports, plans, forecasts, and more.

In preparation for this session, please take time to check the following:

1. Do you have .NET Framework 3.5 SP1 installed on your machine?
2. Do you have administrator rights on your machine?

We’ll be asking some volunteers to share their screens as we guide you through the installation process.

Part 2: Intro to PowerExcel

This is an introductory session on PowerExcel, with the goal of getting you started on using the “P&L Planning and Forecasting Model – Starter Pack”.

At the end of this session, you will know how to do the following:

1. Creating a report by selecting a data set “slice” from the P&L Model
2. Entering and saving data into the P&L Model
3. Sharing data and collaborating with other PowerExcel users
4. Customizing the P&L Model

With these basic PowerExcel skills, you can leverage your existing knowledge in Excel and create more complex spreadsheet reports, plans, and forecasts.

There will be a Q&A portion at the end of the session to address any question you may have.

IMPORTANT:

– Part 1: Software Installation is a pre-requisite to attend this session & ensure you gain maximum value from it.

– Registration is subject to approval & is dependent on attendance in Part 1 of the training. An email confirming your attendance will be sent to you.

– You are welcome to re-attend this session as you require however attendance approval is subject to availability. Priority will be given to new registrants.