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Course Outline

Advanced functions

  • Logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and data

  • Search and matching techniques
  • MATCH and INDEX functions
  • Advanced management of value lists
  • Validating values entered in cells
  • Database functions
  • Summarizing data using histograms
  • Circular references - Practical aspects

Tables and Pivot Charts

  • Dynamic data description using PivotTables
  • Elements and calculated fields
  • Data visualization using pivot charts

Working with external data

  • Data export and import
  • Exporting and importing XML files
  • Importing data from databases
  • Connecting to databases or XML files
  • Online data analysis - Web Query

Analytical issues

  • Goal Seek option
  • Analysis ToolPak add-in
  • Scenarios and Scenario Manager
  • Solver and data optimization
  • Macros and creating custom functions
  • Starting and recording macros
  • Working with VBA code

Conditional Formatting

  • Advanced conditional formatting using formulas and form elements (e.g., checkboxes)

Time value of money

  • Present and future value of capital
  • Capitalization and discounting
  • Simple interest
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and financial forecasts

  • Types of trends (functions)
  • Forecasting

Securities

  • Rate of return
  • Profitability
  • Investing in securities and risk measures

Requirements

Students should possess a solid command of Microsoft Excel. A foundational understanding of finance is also recommended.

 14 Hours

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