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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

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