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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
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