Microsoft Office Excel Power Query & VBA for Financial Modeling

Categories: Data Analysis, Microsoft

About Course

Course Objectives:

  • Understand and implement VBA for financial modeling.

  • Design and run VBA sub procedures and customized functions.

  • Write branching, looping, and error-handling code.

  • Extract, transform, and combine data using Power Query.

  • Analyze data and create advanced PivotTables and PivotCharts using Power Pivot and DAX functions.

Course Outline:

Excel VBA for Financial Modeling

  1. Introduction to VBA – Navigate VBE, record macros, and learn the benefits of VBA in financial models.

  2. Design, Build, and Run Sub Procedures – Work with objects, properties, methods, and variables.

  3. Create Customized Excel Functions – Integrate Excel functions into VBA and build custom functions.

  4. Branching, Looping, and Procedure Code – Event handling, “On Error” statements, conditional branching, and loops.

Excel Power Query & Power Pivot

  • Power Query: Load, combine, shape, filter, unpivot, merge, and create custom columns from multiple data sources.

  • Power Pivot: Build data models, create relationships, PivotTables, PivotCharts, measures, KPIs, and connect slicers and timelines.

  • DAX Functions: Implement calculated columns, measures, and interactive dashboards.

World Food Programme (WFP)

Our work with the World Food Programme (WFP) focused on enabling the effective adoption of digital field technologies and essential digital literacy capabilities. Participants utilized mobile-based data collection platforms within operational contexts, enhancing accuracy, consistency, and confidence in digital data handling. The engagement strengthened WFP’s ability to rely on digital tools to support field operations and humanitarian programs.

Raya

For Raya, we delivered technology enablement focused on automation-driven operations and scalable application development. Participants gained hands-on experience with automation technologies and modern front-end development frameworks, supporting more efficient processes and the delivery of flexible, high-performance digital solutions aligned with business growth objectives.

EgyptAir

Our engagement with EgyptAir focused on enabling the effective use of application development technologies alongside the adoption of cybersecurity and secure computing practices within operational environments. Participants worked with Microsoft-based development platforms and programming technologies while gaining practical exposure to secure application usage, access control mechanisms, and threat-aware system interaction. This integrated technology enablement supported more secure digital operations, improved system reliability, and reinforced cyber resilience across aviation technology environments.

Banque Misr

We collaborated with Banque Misr to enable integrated enterprise technology capabilities across multiple domains. The engagement supported effective utilization of IT infrastructure environments, data analytics platforms, and professional capability development frameworks, allowing teams to operate confidently within complex enterprise systems. Our delivery approach focused on practical technology adoption, operational alignment, and building sustainable competencies that support reliable banking services and informed, data-driven decision-making.

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