Build a Presentation with Macabacus

This course is designed to help you use Macabacus to efficiently build a presentation that is dynamically linked to files in Excel. ● Download, install, and use a Macabacus PowerPoint template to create presentations with sections, flysheets, and an automated table of contents. ● Learn multiple methods for linking from Excel to PowerPoint and understand how to properly manage and refresh these links. ● Use the Macabacus proofing pane and reformat tool to identify and fix any issues and inconsistencies in a presentation to ensure proper formatting and brand compliance.

Get Started Enroll for free

Free preview

Corporate Finance Institute

Overview

Build a Presentation with Macabacus Overview

This course will show you how to use Macabacus to quickly create brand-compliant presentations in PowerPoint that are dynamically linked to Excel files.

Learn how to install and utilize Macabacus PowerPoint templates to create an automated table of contents, flysheets, section titles, and stamps.
Discuss the various ways in which content in Excel can be linked into PowerPoint presentations in a reliable fashion using Macabacus.
Use the proofing pane and the reformat tool to categorize, locate, and fix potential issues in the presentation quickly.

Finance professionals work in very dynamic environments with large amounts of quantitative data that can change quickly. It is important for them to know how to quickly assemble a brand-compliant presentation that meets very high standards. Dynamic linking from the PowerPoint files back to source files in Excel is critical in order to be able to update the figures quickly and reliably in slide decks. Sourcing content from Macabacus Libraries can also be helpful as it can be maintained by other groups allowing the finance professionals to focus on tailoring the content for their specific audience.

Build a Presentation with Macabacus Learning Objectives

Learn how to install and use the main features of Macabacus PowerPoint templates.
Understand various linking options that Macabacus offers between Excel and PowerPoint as well as the linking of slides from a library into PowerPoint.
Know how to use the proofing tools in Macabacus to categorize, evaluate, and fix potential issues and inconsistencies in presentations.

Who Should Take This Course?

This course is suited for those using Macabacus individually or as a part of a corporation. It is also suitable for those that are new to the software. This course is designed for individuals interested in learning the most efficient and brand-compliant methods for preparing presentations in PowerPoint with dynamic links to underlying source files in Excel.

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Downloadable Materials

Presentation Template

Summary

Wrap Up

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Macabacus Specialist

Skills learned Configuration of Key Macabacus Settings, Format & Present a Financial Model, Financial Model Auditing, Modular Model Building, Reliable Linking to PowerPoint and Word
Career prep Investment Banking, Private Equity, Valuation, Financial Planning & Analysis, Equity Research

Learn More

What our students say

Actualy its an eye opener
practice makes perfect, just continue to be patience

Ogundele Julius Kolawole

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Build a Presentation with Macabacus

Build a Presentation with Macabacus Overview

Build a Presentation with Macabacus

Get Recognized With CFI

What you'll learn

This Course is Part of the Following Programs

What our students say

Ogundele Julius Kolawole

Frequently asked questions