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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
  • Utilization of MATCH and INDEX
  • Advanced list management
  • Cell entry validation
  • Exploration of database functions

PivotTables and PivotCharts

  • Creation of PivotTables
  • Calculated Items and Calculated Fields

Handling External Data

  • Data export and import processes
  • Exporting and importing XML data
  • Querying external databases
  • Establishing database links
  • Linking to XML data sources
  • Analysis of online data via Web Queries

Analytical Tools

  • Goal Seek
  • Solver
  • The Analysis ToolPak
  • Scenario analysis
  • Macros and custom functions
  • Executing and recording macros
  • Working with VBA code
  • Function creation

Conditional Formatting and SmartArt

  • Conditional formatting using graphics
  • SmartArt graphics

Requirements

Proficiency in Excel, mathematics, and basic financial concepts is advantageous.

Target Audience

Financial or market analysts, managers, and accountants

Course Objectives

To streamline and automate various types of financial analysis using Microsoft Excel

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