Excel: Scenario Planning and Analysis

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  • Course details

    A multitude of factors can affect the trajectory of your business. Learning how to document, summarize, and present projected business scenarios can help provide a basis for insightful business analysis, and help you evaluate the impact of various choices on your organization. In this course, explore techniques for analyzing a series of business scenarios using the flexible and powerful capabilities built into Excel. The course starts with a chapter on the art and craft of scenario planning before turning to the technical capabilities of Excel. Tools covered include row grouping to show and hide detail, PivotTables, and functions for using the normal distribution.


    • Click here to view Curt Frye’s instructor page

      Curt Frye

      Online course developer, freelance writer, and speaker. MBA.

      Curt Frye is the president of Technology and Society, Incorporated.

      He is the author of more than 40 books, including Microsoft Excel 2019 Step by Step for Microsoft Press, and has created and recorded more than 60 courses for Lynda.com and LinkedIn Learning. As a speaker, he has presented talks on topics including "Rhetorical Mathematics" for CLE credit at the Law and Magic conference, "Business Storytelling Using Microsoft Excel" at the ATD-Cascadia annual conference, and his Improspectives® approach to applying the techniques of improv theater to business and life for numerous audiences. As a performer, he has appeared in over 1,300 improv comedy shows with ComedySportz Portland and presents his Magic of the Mind show to theatrical and corporate audiences. Curt earned his BA in political science from Syracuse University and his MBA from the University of Illinois.

    Skills covered in this course

  • Welcome

    - [Curt] Hi, I'm Curt Frye. Welcome to the course. In this course, I will show you how to analyze past data and project into the future. I will provide an overview of scenario analysis and explore the link between scenarios and the storytelling. Next I'll show you how to manage scenarios in Excel using static values, using percentages of base values, and by showing and hiding details as required. After that, I'll show you how to summarize data using the Normal Distribution, indicate the probability of a scenario occurring and estimate values given limited information using the triangular distribution. Finally, I'll show you how to analyze retrospective data by creating pivot tables, focusing on specific data, and recalling pivot table positions using macros. In short, I think you'll find that the material in this course will be well worth your time. Dive right in.

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