1. Dr.S.Vinoth 2017 Batch & I Semester
Course Plan
EXCEL FOR MANAGERS
Dr.S.Vinoth
2017 Batch & I Semester

2. Internal Mark Distribution
Internal Marks – 40
S.No
Component
Marks
Modus Operandi 1.
CIA- Mid Semester Test 5
Max: 50 marks; Duration: 2 Hours 2.
Model Exam 10
Max: 60 marks; Duration: 3 Hours 3.
Assignments/Cases
Revising the topics through FinShiksha Videos and Practicing and solving the excise questions which is asked in the end of each unit for Five units. 4
Project 15
Two case studies developed by FinShiksha given as Project after Unit 4 – Dash Board Creation and Data Cleaning.
Total 40

3. Excel for Managers – Unit I
Introduction to Excel
Basic usage of Microsoft Excel - Excel usage| benefits| row| column| worksheets.
Linkages in Excel files - Exercise in Font| Increase or Decrease| Font Colour| Cell colour.
Functions in Excel
Data Formatting Functions - Exercise in Alignment| Merge| Wrap text| Angular movement.
Data Formatting Functions - II - Exercise in Number formatting| Currency| Date| Percentage| Fraction.
Data Representation Functions - Exercises in Cell Styles| Format as Table and Conditional Formatting.
Data Analysis Functions - Exercises in Sort & Filter| Fill| Clear| Hide and Unhide| Find and Replace.
Financial Functions - Exercises in Depreciation| GCAR| Future Value and Present Value.

4. Excel for Managers – Unit II
Data Representation using Charts
Line chart| Bar chart| Column charts - Exercises in preparation of Line| Bar and Column Charts
Pie Charts| Area Charts - Exercises in preparation of Pie and Area Charts
Stock Charts| 2-D and 3-D charts - Exercises in preparation of Stock charts| 2 D and 3 D Charts
Usage of charts - Practice usage of various charts on exercise sets.

5. Excel for Managers – Unit III
Applications of Excel in Management
Financial Statement Linkages - Company Model Building
Time Value of Money Applications - Loan Schedule Creation| EMIs| Effect of change of parameters on EMI and Tenure
Time Value of Money Applications - II - Net Present Value; Internal Rate of Return; Project Finance Basics
Financial planning - Goal Based financial planning| Retirement Planning| Investment Returns Requirement Analysis
Excel usage in Marketing - Pivot Tables and use of Filters| Creating views for various segments of Marketing
Scenario Analysis – Data Table | Goal Seek

6. Excel for Managers – Unit IV
Case Studies
Data Cleaning and Statistical Functions:
Clean and arrange the Index Values of Nifty, Nikkei and Dow Jones
Calculate Daily returns
Normalize Index values
Use following Statistics functions: Average daily return, Standard Deviation, Number of trading days, Total number of days, Number of years, Annualized return (CAGR), Avg trading days p.a, Annualized SD
Present Line Chart for Normalized Index Values
Financial Statement Building & Linkages:
Calculate Gross Revenue, Cost Drivers, Working Capital Drivers.
Create Profit and Loss Account, Balance Sheet and Cash Flow Statement based on the estimated values.

7. Excel for Managers– Unit V
Case Studies
Financial Planning:
Create a simple financial plan for the person, and comment whether he is able to meet his financial goals. He would want to purchase the home with a 50:50 loan and personal money usage. He would like to check if a loan tenure of 15 years is feasible. Also, based on the life expectancy of 80 years, what is the return requirement? What asset allocation would you recommend, and what insurance cover should he take today?
Dynamic Dash Board Creation:
Organize data and design dash board by using Vlookup, Match, Index and Dropdown functions.
Present the dynamic data by using Dashboard Chart Comparison

8. Excel for Managers -Assignment and Project Details
Assignment Details
Revising the topics through FinShiksha Videos and Practicing and solving the exercise questions which is asked in the end of each unit for Five units.
Handout Source
FinShiksha Videos, Excel Worksheets for five Units.
Project Details
Dash Board Creation by using given data
Organize data and design dash board by using Vlookup, Match and Dropdown functions
Data Cleaning and Statistical Calculations
Clean the given data of BSE Sensex and NASDAQ index, calculate daily returns, normalize the returns, calculate following statistics: Average daily return, Standard Deviation, Number of trading days, Total number of days, Number of years, Annualized return (CAGR), Avg trading days p.a, Annualized SD