An intensive professional development training course on
Data Management, Planning, Forecasting & Budgeting using Excel®
Why Choose Data Management, Planning, Forecasting & Budgeting using Excel® Training Course?
The Structure
This comprehensive training course in Dubai consists of two modules which can be booked as a 10 Day Training event, or as individual, 5 Day courses.
Module 1 - Data Management, Manipulation and Analysis using Excel®
Module 2 - Spreadsheet Skills for Planning, Forecasting & Budgeting
The Course Content
Module 1: Data Management, Manipulation and Analysis using Excel®
- Cell referencing, cell formatting and entering formula
- Workbooks versus Worksheets
- Copy and pasting
- Left click versus right click
- Paste Special
- Introductory charts
- Use of text function, FIND(), LEN(), LEFT(), RIGHT() and &
- Use of count functions, COUNTA(), COUNTIF(), COUNTIFS() and SUMIF()
- Basic statistical functions, Max and Average
- Filtering, sorting and use of conditional formatting
- Scatter diagrams
- Use of VLOOKUP() and HLOOKUP()
- Date functions, YEAR(), MONTH(), DAY(), YEARFRAC()
- Selecting appropriate charts
- Introduction to Pivot tables
- Using MS Excel to calculate mean, mode and median
- The difference between the various standard deviation and variance function in MS Excel
- Using MS Excel to examine inter-dependency
- Drawing histograms in MS Excel
- Introduction to Data Analysis functions
- Naming cells in MS Excel
- Linking cells together to undertake scenario analysis
- Introduction to solver
- Advanced charting
- Sharing MS Excel output with other office formats
Module 2: Spreadsheet Skills for Planning, Forecasting & Budgeting
- The power of Excel® for building financial models
- The Ribbons of Excel with their commands and functions
- Using formulae: Copying, anchoring and special pasting
- Using functions: financial, statistical and mathematical
- Review of the financial objectives of business: ROI, ROA, ROE
- Overview of Financial Statements
Case Study: Building a Quick Access Toolbar in Excel® and applying it to the analysis of financial statements of a division.
- Classical strategic planning models
- Cost-Volume-Profit Analysis and Break-Even as a planning example
- Economic Order Quantity as a planning example
- What-if analysis to build scenario's and test sensitivity
- Maximizing and optimizing techniques
- Linear programming and Solver as optimising tools
Case Study: Preparing a planning model and subjecting it to a range of sensitivity analysis in a manufacturing environment.
- Forecasting in perspective - the Past vs. the Future
- Necessity to apply a range of different forecasting methods:
- Qualitative Models used in forecasting
- Quantitative Models focussing on time series and regressions methodology
- Forecasting growth rates
- Recording, applying and modifying forecast assumptions
Case Study: Applying the forecasting functions in Excel® to past data and building a model offering various scenario's
- The budget process: Timing and Cycles
- Setting budgeting objectives and tolerance levels
- Budgeting Techniques
- "Beyond Budgeting" compared to traditional budgeting principles
- Operating and Capital budgets
- Monthly reporting procedures and timely action
Case Study: Building budget based on assumptions - Operating Budget, Cash Budget & Capital Budget
- Considering the financing mix in strategy
- Considering the Return to Shareholder as the primary indicator
- Build your planning model
- Build your forecasting model
- Build your budgeting model
- Link these together in review
Case Study: Building an integrated planning, forecasting & budgeting model
Certificate and Accreditation
- AZTech Certificate of Completion for delegates who attend and complete the training course
How Aztech Saudi Can Enhance Your Professional Career
At Aztech Saudi, we believe that professional development is the foundation of long-term career success. This training course is expertly designed to equip individuals with practical skills, forward-thinking strategies, and the confidence to navigate today’s dynamic work environments. Each course is delivered by subject matter specialists with extensive industry experience, ensuring that every learning experience is relevant, impactful, and aligned with real-world challenges. Whether you're looking to strengthen your technical expertise, enhance leadership abilities, or stay ahead of industry trends, Aztech Saudi provides the tools you need to elevate your performance and deliver measurable value to your organization.
Our training is more than just knowledge transfer—it’s a catalyst for career transformation. By participating in our courses, professionals gain a competitive advantage in their fields, improve their decision-making capabilities, and position themselves for new opportunities and leadership roles. We take pride in supporting individuals across various sectors and career stages, helping them unlock their full potential through high-quality, globally benchmarked learning experiences. With Aztech Saudi as your development partner, you’re not only investing in education—you're investing in a stronger, more successful future.
Do you want to learn more about this course?
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Frequently Asked Questions
AZTech Saudi offers a wide range of internationally benchmarked training courses across various disciplines including leadership, finance, engineering, project management, HR, and more. All courses are designed to meet the professional development needs of individuals and organizations in Saudi Arabia.
Our training courses are conducted in major cities across the Kingdom, including Riyadh, Jeddah, Dammam, and Al Khobar. We partner with top-tier venues to provide an optimal learning environment that combines comfort, convenience, and professionalism.
Yes, AZTech Saudi collaborates with globally recognized professional bodies to offer accredited training courses. Participants receive certificates that reflect international standards and support their career growth and industry credibility.
Absolutely. We work closely with Saudi-based organizations to develop tailored in-house training solutions that address specific business needs, departmental goals, and workforce development strategies—delivered onsite or at a preferred location
You can easily register through our website (aztech.sa) by selecting your preferred course and completing the online registration form. Our support team is also available to assist you with registration, invoicing, and any additional information you may require.
