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Duration 14 hours
Course Outline
Advanced functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and data tables
- Application of lookup functions
- Utilizing MATCH and INDEX
- Advanced list management techniques
- Validating cell entries
- Exploring database functions
PivotTables and PivotCharts
- Creating Pivot Tables
- Implementing Calculated Items and Calculated Fields
Working with External Data
- Exporting and importing data
- Handling XML data import and export
- Querying external databases
- Establishing links to databases
- Connecting to XML data sources
- Analyzing online data via Web Queries
Analytical options
- Using Goal Seek
- Applying Solver
- Utilizing the Analysis ToolPak
- Managing scenarios
- Developing macros and custom functions
- Running and recording macros
- Working with VBA code
- Creating custom functions
Conditional formatting and SmartArt
- Applying conditional formatting with graphics
- Using SmartArt graphics
Requirements
A solid foundation in Excel, mathematics, and basic finance concepts is recommended but not mandatory.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To streamline and automate various forms of financial analysis using Microsoft Excel
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
