Excel: Scenario Planning and Analysis

Introduction

• Welcome
• Using the exercise files

1. Introducing the Art of Scenario Planning

• Describe scenarios and scenario planning
• Explore the link between scenarios and storytelling
• Design a scenario-planning exercise
• Estimate scenario plausibility and outcomes

2. Manage Scenarios in Excel

• Define scenarios using static values
• Define scenarios using percentages of base values
• Select scenarios using data validation rules
• Show and hide details by grouping worksheet rows
• Walk through a scenario presentation

3. Establish Parameter Value Ranges

• Introduce the normal distribution
• Calculate the standard deviation of a dataset
• Indicate the probability of a scenario value occurring
• Estimate values using the triangular distribution
• Walk through a scenario presentation

4. Present Scenarios Using PivotTables

• Define PivotTable dataset
• Create and pivot a PivotTable
• Summarize PivotTable data using subtotals and grand totals
• Filter PivotTable data
• Change the values area summary operation
• Record a macro to recreate a PivotTable position
• Link a macro to a shape
• Walk through a scenario presentation

Conclusion

• Next steps