Master Excel with Real Case Studies

Speaker: Chinmaya Amte (Ex-EY, Speaker at 5 IIMs)

Disclaimers / To-Dos

The participants need to have access to a laptop with a Microsoft 365 subscription. You can check out the link here: www.office.com. You can get 1-month free access based on a credit card. This is needed for formulas like TEXTBEFORE, TEXTAFTER, and TEXTSPLIT.

Mac and work laptops may have restrictions on the installation of add-ins, etc.

About this Workshop
Master Excel by solving real business problems, not textbook exercises.
This workshop goes beyond formulas to teach how data, logic, and decisions come together in the real world.
Walk away with practical frameworks you can apply immediately across finance, investing, and analytics.

It focuses on the core Excel skills used in everyday corporate work.

You will learn:

1. Build Dashboards That Think (Not Just Show Data)
Learn how to create dynamic stock dashboards using smart logic like custom ranking, lookups, and conditional analysis. Move beyond static reports to decision-ready tools.

2. Financial Modelling That Mirrors Real Businesses
Structure a complete P&L, run sensitivities, and stress-test assumptions. Understand not just how models work, but when the numbers actually make sense in the real world.

3. Turn Textbook Concepts into Live Decision Models
Convert concepts like Payback Period into automated Excel models that update instantly. Go from theory to tools you can actually use in investing and business decisions.

4. Think Like an Analyst: Portfolio & Data Comparison Frameworks
Apply set theory to compare portfolios, uncover overlaps, and assess diversification. Learn a thinking framework that extends far beyond Excel.

5. Solve Hidden Data Problems Most People Miss
Identify and fix structural issues in datasets, like duplicate routes or messy formats, before analysis. This is where real insight begins.

6. Data Structuring: The Skill That Multiplies Your Output
Learn how organizing data properly makes analysis faster, cleaner, and more powerful. A foundational skill that applies across Excel, SQL, Power BI, and AI tools.