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Course Outline

Advanced Functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Search and Data

  • Searching and matching
  • Functions MATCH and INDEX
  • Advanced management of value lists
  • Validating values entered in cells
  • Database functions
  • Summarizing data using histograms
  • Circular references - Practical aspects

Tables and Pivot Charts

  • Dynamic data description using PivotTables
  • Elements and calculated fields
  • Visualizing data with pivot charts

Working with External Data

  • Exporting and importing data
  • Exporting and importing XML files
  • Importing data from databases
  • Connections to a database or an XML file
  • Analyzing data online - Web Query

Analytical Topics

  • Goal Seek option
  • Analysis ToolPak add-in
  • Scenarios, Scenario Manager
  • Solver and data optimization
  • Macros and creating custom functions
  • Starting 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
  • Compounding and discounting
  • Simple interest calculations
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and Financial Forecasts

  • Trend types (functions)
  • Forecasts

Securities

  • Rate of return
  • Profitability
  • Investing in securities and risk measures

Requirements

A strong working knowledge of Microsoft Excel is required. Basic understanding of finance is also recommended.

 14 Hours

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Price per participant

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