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Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and Data Tables
- Application of lookup functions
- Using MATCH and INDEX
- Advanced list management
- Validating cell entries
- Exploring database functions
PivotTables and PivotCharts
- Building PivotTables
- Utilizing Calculated Items and Calculated Fields
Managing External Data
- Data export and import processes
- Exporting and importing XML data
- Querying external databases
- Establishing links to databases
- Linking to XML data sources
- Analyzing online data (Web Queries)
Analytical Tools
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenario analysis
- Macros and custom functions
- Running and recording macros
- Working with VBA code
- Creating custom functions
Conditional Formatting and SmartArt
- Conditional formatting using graphics
- Implementing SmartArt graphics
Requirements
A solid understanding of Excel, mathematics, and foundational finance concepts is advantageous for participants.
Target Audience
Financial or market analysts, managers, and accountants.
Learning Objectives
To facilitate and automate diverse types of financial analysis using Microsoft Excel.
14 Hours
Testimonials (3)
I learned new things so that is a good point
Daria - LKQ Polska Sp. z o. o.
Course - Analysing Financial Data in Excel
many exercises
Julia - LKQ Polska Sp. z o. o.
Course - Analysing Financial Data in Excel
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work