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The book 'Excel for Business' is designed for F.Y.B.Sc. (Data Science) students, covering the syllabus in detail to provide insights into financial modeling using Excel. It includes objectives and outcomes aimed at equipping participants with essential skills in spreadsheet fundamentals, model design, and advanced Excel functions. The document also outlines the course structure, modules, and assessment patterns for effective learning.

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swativitkar
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26 views5 pages

data science

The book 'Excel for Business' is designed for F.Y.B.Sc. (Data Science) students, covering the syllabus in detail to provide insights into financial modeling using Excel. It includes objectives and outcomes aimed at equipping participants with essential skills in spreadsheet fundamentals, model design, and advanced Excel functions. The document also outlines the course structure, modules, and assessment patterns for effective learning.

Uploaded by

swativitkar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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PREFACE

It gives us great pleasure to place the book ‘Excel for Business’ to the
students of F.Y.B.Sc. (Data Science) (Semester-I).

The Syllabus has been covered in depth to enable the students to have a
detailed insight about the topics included in the Syllabus.

The special features of this book are :

❖ Simple language.

❖ Informative and interesting contents with latest available data.

Special thanks to Shri. Kirit Sheth and Shri. Deepak Sheth of M/s. Sheth
Publishers Pvt. Ltd. for taking untiring efforts to ensure that the book sees the light
of the day.

Suggestions about ways and means of improving the book from teachers and
students are most welcome.

Authors

(iii)
SYLLABUS
EXCEL FOR BUSINESS
F.Y.B.SC. (DS) SEMESTER-I
COURSE OBJECTIVES : (CO)
CO 1. Introduce participants to the fundamentals of spreadsheets and financial
models.
CO 2. Explore various types of financial models and their specific applications.
CO 3. Teach participants how to select the right tools for effective financial modelling.
CO 4. Guide participants in designing efficient and error-free financial models.
CO 5. Familiarize participants with the components of a financial model workbook
and effective project planning.
CO 6. Teach effective model layout techniques and the use of flowcharting in financial
modelling.
CO 7. Provide a step-by-step guide to building financial models and managing
information requests..
CO 8. Instruct participants on utilizing Excel for financial modelling tasks.
CO 9. Explore advanced Excel functions relevant to financial modelling.
CO 10. Introduce tools for displaying financial models and common modelling
applications.

COURSE OUTCOMES : (OC)


OC 1. Participants will gain a foundational understanding of spreadsheet structure
and the components of financial models.
OC 2. Participants will be able to identify and choose the appropriate financial model
for different business scenarios.
OC 3. Participants will acquire the skills to choose and use appropriate software tools
for financial modelling tasks.
OC 4. Participants will be able to create well-structured financial models, addressing
common design challenges.
OC 5. Participants will understand the anatomy of a financial model workbook and
plan projects efficiently.
OC 6. Participants will design models with clear layouts and utilize flowcharts for
improved model visualization.
OC 7. Participants will be proficient in constructing financial models and handling
data requests effectively.
OC 8. Participants will master Excel functions, shortcuts, cell referencing and named
ranges for efficient financial modelling.
OC 9. Participants will be able to apply aggregation, lookup, regression and financial
project evaluation functions in modelling scenarios.
OC 10. Participants will gain expertise in formatting, using form controls, creating
Pivot Tables and employing various tools for effective financial modelling.

(iv)
MODULE 1 [15 HOURS]
1. Financial Modelling : Spreadsheet and a Financial Model, Types and Purposes of
Financial Models, Tool Selection, Model Design, Design Issues, The Workbook
Anatomy of a Model, Project Planning Your Model, Model Layout Flowcharting,
Steps to Building a Model, Information Requests.
2. Using Excel in Financial Modelling : Formulas and Functions in Excel, Handy
Excel Shortcuts, Cell Referencing, Named Ranges, Basic Excel Functions, Logical
Functions, Nesting Logical Functions
3. Functions for Financial Modelling : Aggregation & LOOKUP Functions, Nesting
Index and Match, OFFSET Function, Regression Analysis, Choose Function,
Working with Dates, Financial Project Evaluation Functions, Loan Calculations.
4. Tools for Model Display and Financial Modelling : Basic Formatting,
Conditional Formatting, Sparklines, Customising the Display Settings, Form
Controls, Hiding Sections, Grouping, Array Formulas, Structured Reference
Tables, PivotTables, Macros.

MODULE 2 [15 HOURS]


1. Common Uses of Tools in Financial Modelling : Understanding Nominal and
Effective (Real) Rates, Calculating a Cumulative Sum (Running Totals), How to
Calculate a Payback Period, Weighted Average Cost of Capital (WACC), Building a
Tiering Table, Modelling Depreciation Methods, Break-Even Analysis.
2. Stress Testing, Scenarios and Sensitivity Analysis in Financial Modelling :
What are the Differences Between Scenario, Sensitivity and What-If Analyses?
Overview of Scenario Analysis Tools and Methods, Advanced Conditional
Formatting, Comparing Scenario Methods, Adding Probability to a Data Table.
3. Presenting Model Output : Preparing an Oral Presentation for Model Results,
Preparing a Graphic or Written Presentation for Model Results, Chart Types,
Working with Charts, Handy Charting Hints, Dynamic Named Ranges, Charting
with Two Different Axes and Chart Types, Bubble Charts, Creating a Dynamic
Chart, Waterfall Charts.

ONLINE REFERENCES
1. https://www.w3schools.com/EXCEL/index.php
2. Microsoft Excel Help Centre
3. https://trumpexcel.com/learn-excel/

(v)
QUESTION PAPER PATTERN
Excel for Business
F.Y.B.Sc. (DS) Semester-I

Internal Continuous Assessment: 40% Semester End Examination : 60%

Continuous Evaluation through : External Examination


Class Test of 1 of 15 Marks (30 Marks) – 1 Hour Duration
Class Test of 2 of 15 Marks
Average of the two : 15 Marks
Quizzes / Presentations / Assignments :
5 Marks

Total : 20 Marks Total : 30 Marks

Format of Question Paper :


Semester End Examination : 30 Marks.
Duration : 1 Hour
Q.1 Attempt any two (out of four) from Module 1. (15 Marks)
Q.2 Attempt any two (out of four) from Module 2. (15 Marks)

(vi)
CONTENTS

Module-1 :
1. FINANCIAL MODELLING 1-13

2. USING EXCEL IN FINANCIAL MODELLING 14-28

3. FUNCTIONS OF FINANCIAL MODELLING 29-47

4. TOOLS FOR MODEL DISPLAY AND FINANCIAL MODELLING 48-68

Module-2 :
1. COMMON USES OF TOOLS IN FINANCIAL MODELLING 69-83

2. STRESS TESTING, SCENARIOS AND SENSITIVITY ANALYSIS


IN FINANCIAL MODELLING 84-100

3. PRESENTING MODEL OUTPUT 101-132

 REVIEW QUESTIONS – MODULE 1 AND MODULE 2 133-135

(vii)

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