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 Duration 14 hours

Course Outline

Advanced functions

  • Logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and data

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

Tables and Pivot Charts

  • Dynamic data analysis using PivotTables
  • Pivot elements and calculated fields
  • Visualizing data with Pivot Charts

Working with external data

  • Exporting and importing data
  • Handling XML file export and import
  • Importing data from databases
  • Establishing connections to databases or XML files
  • Online data analysis via Web Query

Analytical issues

  • Goal Seek functionality
  • Analysis ToolPak add-in
  • Scenarios and Scenario Manager
  • Solver and data optimization
  • Macros and creating custom functions
  • Initiating 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 calculations
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and financial forecasts

  • Trend types and functions
  • Financial forecasting

Securities

  • Rate of return
  • Profitability metrics
  • Securities investment and risk assessment

Requirements

A strong command of Microsoft Excel is required, along with a fundamental understanding of financial concepts.

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