Create a Retirement Planning Tool with Excel
2h 51m 33s
English
Paid
Course description
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!
Read more about the course
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!
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0:00
/ #1: Project Demo
All Course Lessons (42)
| # | Lesson Title | Duration | Access |
|---|---|---|---|
| 1 | Project Demo Demo | 05:25 | |
| 2 | Introducing the Project Template | 02:48 | |
| 3 | Applying Number Formats | 02:54 | |
| 4 | Solution: Applying Number Formats | 02:06 | |
| 5 | Creating Drop Down Lists | 01:41 | |
| 6 | Solution: Creating Drop Down Lists | 03:38 | |
| 7 | Creating the Retirement Age Slider | 02:37 | |
| 8 | Solution: Creating the Retirement Age Slider | 04:25 | |
| 9 | Applying Cell Styles | 04:12 | |
| 10 | Solution: Applying Cell Styles | 03:09 | |
| 11 | Defining Names | 03:25 | |
| 12 | Solution: Defining Names | 03:43 | |
| 13 | Fetching the Investment Return | 03:44 | |
| 14 | Solution: Fetching the Investment Return | 05:23 | |
| 15 | Plan Year and Age | 03:35 | |
| 16 | Solution: Plan Year and Age | 02:11 | |
| 17 | Working Income | 03:30 | |
| 18 | Solution: Working Income | 03:39 | |
| 19 | Income Tax and Yearly Expenditures | 02:01 | |
| 20 | Solution: Income Tax and Yearly Expenditures | 02:51 | |
| 21 | Yearly Savings | 01:21 | |
| 22 | Solution: Yearly Savings | 02:33 | |
| 23 | Earned Interest and Retirement Savings Balance | 02:26 | |
| 24 | Solution: Earned Interest and Retirement Savings Balance | 02:25 | |
| 25 | Earned Interest and Retirement Savings Balance II | 04:22 | |
| 26 | Solution: Earned Interest and Retirement Savings Balance II | 05:07 | |
| 27 | Wrapping Up the Calculations Worksheet | 04:45 | |
| 28 | Solution: Wrapping Up the Calculations Worksheet | 05:41 | |
| 29 | Retirement Age and Years Calcs | 03:43 | |
| 30 | Solution: Retirement Age and Years Calcs | 02:50 | |
| 31 | The Banner Message | 05:32 | |
| 32 | Solution: The Banner Message | 04:24 | |
| 33 | The Retirement Balance Chart | 01:52 | |
| 34 | Solution: The Retirement Balance Chart | 04:57 | |
| 35 | Dynamic Charts with OFFSET I | 08:36 | |
| 36 | Dynamic Charts with OFFSET II | 14:29 | |
| 37 | Solution: Dynamic Charts with OFFSET | 08:44 | |
| 38 | Formatting the Retirement Balance Chart | 03:21 | |
| 39 | Solution: Formatting the Retirement Balance Chart | 03:32 | |
| 40 | The Detail Worksheet | 04:47 | |
| 41 | Solution: The Detail Worksheet | 08:08 | |
| 42 | The End (a.k.a. Retirement) | 01:01 |
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