Create a Retirement Planning Tool with Excel

Create a Retirement Planning Tool with Excel

English | MP4 | AVC 1920×1080 | AAC 44KHz 2ch | 42 Lessons (2h 51m) | 573 MB

In this project-based course you’ll be developing a robust, interactive tool that brings together the power of Excel formulas, dynamic charts, user-driven input controls, and more!

This isn’t just any Excel practice project – it’s a true portfolio project that teaches you how to build a robust, interactive tool that brings together your Excel skills into one comprehensive project!

WHAT YOU’LL LEARN

  • Gain the ability to create interactive, dynamic Excel tools that respond to user inputs through sliders and drop-down lists.
  • Deepen your understanding of Excel by mastering complex formulas and functions that drive sophisticated calculations.
  • Learn to craft and customize dynamic charts that visually represent data, updating instantly with changes in inputs.
  • Develop the skills to design a formula-driven calculation engine that operates seamlessly behind the scenes of your Excel tools.
  • Acquire foundational knowledge in retirement planning, including how to calculate savings goals and understand the impact of retirement age on savings.
  • Enhance your problem-solving skills as you navigate the challenges of transforming basic data into a comprehensive retirement planning tool.
  • Prepare for real-world scenarios with Excel skills applicable in data analysis, financial planning, and spreadsheet management roles.
  • Complete a portfolio-worthy project that demonstrates your advanced Excel skills and understanding of financial planning principles.
Table of Contents

1 Project Demo
2 Introducing the Project Template
3 Applying Number Formats
4 Solution Applying Number Formats
5 Creating Drop Down Lists
6 Solution Creating Drop Down Lists
7 Creating the Retirement Age Slider
8 Solution Creating the Retirement Age Slider
9 Applying Cell Styles
10 Solution Applying Cell Styles
11 Defining Names
12 Solution Defining Names
13 Fetching the Investment Return
14 Solution Fetching the Investment Return
15 Plan Year and Age
16 Solution Plan Year and Age
17 Working Income
18 Solution Working Income
19 Income Tax and Yearly Expenditures
20 Solution Income Tax and Yearly Expenditures
21 Yearly Savings
22 Solution Yearly Savings
23 Earned Interest and Retirement Savings Balance
24 Solution Earned Interest and Retirement Savings Balance
25 Earned Interest and Retirement Savings Balance II
26 Solution Earned Interest and Retirement Savings Balance II
27 Wrapping Up the Calculations Worksheet
28 Solution Wrapping Up the Calculations Worksheet
29 Retirement Age and Years Calcs
30 Solution Retirement Age and Years Calcs
31 The Banner Message
32 Solution The Banner Message
33 The Retirement Balance Chart
34 Solution The Retirement Balance Chart
35 Dynamic Charts with OFFSET I
36 Dynamic Charts with OFFSET II
37 Solution Dynamic Charts with OFFSET
38 Formatting the Retirement Balance Chart
39 Solution Formatting the Retirement Balance Chart
40 The Detail Worksheet
41 Solution The Detail Worksheet
42 The End (a.k.a. Retirement)

Homepage