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Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and Data Tables
- Applying lookup functions
- Using MATCH and INDEX
- Advanced list management
- Cell entry validation
- Exploring database functions
PivotTables and PivotCharts
- Creating PivotTables
- Calculated Items and Calculated Fields
Working with External Data
- Exporting and importing data
- Exporting and importing XML data
- Querying external databases
- Establishing links to databases
- Linking to XML data sources
- Analysing online data (Web Queries)
Analytical Options
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenarios
- Macros and custom functions
- Running and recording macros
- Working with VBA code
- Creating custom functions
Conditional Formatting and SmartArt
- Conditional formatting with graphics
- SmartArt graphics
Requirements
A solid understanding of Excel, mathematics, and basic finance concepts is advantageous.
Intended Audience
Financial or market analysts, managers, and accountants
Course Objectives
To facilitate and automate diverse financial analysis tasks using Microsoft Excel
14 Hours
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
