Excel forecasting course - Course Dates

All classes are led by a live instructor. Class times listed are Eastern time.

Excel forecasting course

Weekdays

Mon, Jun 15 2026

10:00 am to 5:00 pm

Live instructor-led class online
$395.00
Excel forecasting course

Weekdays

Mon, Aug 10 2026

10:00 am to 5:00 pm

Live instructor-led class online
$395.00
Excel forecasting course

Weekdays

Mon, Oct 05 2026

10:00 am to 5:00 pm

Live instructor-led class online
$395.00
Excel forecasting course

Weekdays

Mon, Nov 30 2026

10:00 am to 5:00 pm

Live instructor-led class online
$395.00
Excel forecasting course

Weekdays

Mon, Jan 25 2027

10:00 am to 5:00 pm

Live instructor-led class online
$395.00
Excel forecasting course

Weekdays

Mon, Feb 01 2027

10:00 am to 5:00 pm

Live instructor-led class online
$395.00
Excel forecasting course

Weekdays

Mon, Mar 29 2027

10:00 am to 5:00 pm

Live instructor-led class online
$395.00

Detailed topics covered in the Excel forecasting course

Introduction to Excel forecasting
  • Understanding forecasting
  • Creating precise projections with the forecast sheet
  • Tailoring forecasts with modifiable options
  • Improving insights with forecast functions
  • Understanding Data Segmentation
Using quick analysis for efficiently interpreting data
  • Streamlining analysis with the quick analysis tool
  • Improving visual appearance of forecast charts
  • Craft dynamic charts for data insights
  • Using instant totals application for quick summaries
  • Improve data structure with tables 
  • Identifying trends with sparklines 
  • Creating histograms
  • Plotting a moving average
Improving decision-making with Excel what-if analysis
  • Navigate decision scenarios using what-if analysis
  • Craft and evaluate scenarios for strategic planning
  • Dynamically visualize alternatives with data tables
  • Achieve precision with the goal seek function
Using Excel Solver to optimize decision making
  • Understanding solver's capabilities
  • Define and solve complex problems with solver
  • Apply solver to budgeting decisions
  • Using solver for planning and projections
  • Optimize product mix with solver insights
  • Conduct comprehensive what-if analysis using solver
Smart data management with Excel power query editor
  • Streamline data gathering with power query editor
  • Append and merge data for holistic insights
  • Transform data dynamically for optimal analysis
Improving analysis with the Excel data model
  • Understand the Excel data model
  • Efficiently retrieve and link data
  • Leverage the data model for strategic analysis
  • Craft intelligent calculated columns
  • Elevate analysis with dynamic measures
  • Visualize success using key performance indicators (KPIs) and objective and key results (OKRs)
Essentials of Data Analysis in Excel
  • Understanding Measures of Central Tendency, Position, and Dispersion
  • The Normal Bell Curve (20 min)
  • Using descriptive statistics
  • Working with T-Tests
Using Excel for Predictive Analytics
  • Determining a correlation
  • Understanding regressions and performing regression analysis
  • Working with linear regression
  • Using multiple regression

Excel course instructors

AGI instructors are Excel professionals and skilled teachers. You'll learn from a live Excel professional that brings years of experience that will help you learn Excel quickly and easily.

Grace
Grace

MS, Information Design

BA, Digital Communications

Adjunct Professor, St. Olaf

Shirley
Shirley

MLA, Harvard

MS, Bentley

BS, Bentley

Elizabeth
Elizabeth

BS, Finance

Teaching Assistant, Virginia Tech

Accounting & Finance Roles

Custom and private Excel classes

This Excel course is available as a private class. Curriculum can be customized for your specific needs. Excel classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.

Who should attend this Excel forecasting course to learn what-if analysis

This course is for professionals who need to make data-driven decisions and need to  use forecasting tools, what-if analysis, and Solver for planning and forecasting. Anyone who needs to learn how to optimize data structuring and analysis to create actionable insights will benefit from this course. Whether you are a financial analyst, business intelligence specialist, project manager, or anyone dealing with complex data, this course offers a comprehensive exploration of advanced Excel forecasting functionalities. Project managers will benefit from enhanced forecasting and decision-making skills. Professionals in marketing, sales, human resources, and research roles will appreciate the practical insights into data structuring and visualization. Whether you're in finance, project management, marketing, or any field that involves data, this course equips you with the skills to excel in your role and contribute effectively to organizational success.

This course requires previous experience with Excel. Participants should be familiar with topics covered in the introductory Excel and intermediate Excel courses, which can be gained through the courses themselves, or through your own experience using Excel.

If you are attending this Excel course in our classrooms, a computer with software is provided. If attending online, you will need Excel installed on your computer to participate in the exercises, labs, and projects that are part of this course.

Why attend this Excel forecasting course

Attend this Excel forecasting course to become proficient at making data-driven decisions and forecasts. Gain hands-on experience with forecasting tools, optimization techniques, and dynamic data management. The course enhances your analytical skills and provides practical insights using real-world scenarios and projects. Elevate your decision-making and forecasting capabilities with this Excel forecasting course.

You can attend this Excel class with a live instructor online or in-person. You can also schedule this as a corporate Excel training for your group or organization or as private Excel training.

Frequently Asked Questions for Excel forecasting course

Which Excel course covers Pivot tables and V LOOKUP?

You will learn Pivottables and VLOOKUP in the intermediate Excel course. These topics are covered in-depth with hands-on projects, and the ability to ask questions from a live instructor.

Available Delivery Methods For This Class

CLASSROOM
LIVE ONLINE
PRIVATE
MY LOCATION