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Duration 14 hours (2 days)
Course Outline
Advanced functions
- Logical functions
- Math and statistical functions
- Financial functions
Lookups and data tables
- Using lookup functions
- Using MATCH and INDEX
- Advanced list management
- Validating cell entries
- Exploring database functions
PivotTables and PivotCharts
- Creating Pivot Tables
- Calculated Item and Calculated Field
Working with External Data
- Exporting and importing
- Exporting and importing XML data
- Querying external databases
- Linking to a database
- Linking to an XML data source
- Analysing online data (Web Queries)
Analytical options
- Goal Seek
- Solver
- The Analysis ToolPack
- Scenarios
- Macros and custom functions
- Running and recording a macro
- Working with VBA code
- Creating functions
Conditional formatting and SmartArt
- Conditional formatting with graphics
- SmartArt graphics
Requirements
Proficiency in Excel, mathematics, and fundamental financial concepts is advantageous.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To facilitate 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
