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Duration 14 hours
Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and Data Tables
- Applying lookup functions
- Utilizing MATCH and INDEX
- Advanced list management
- Verifying cell inputs
- Investigating database functions
PivotTables and PivotCharts
- Constructing Pivot Tables
- Calculated Items and Calculated Fields
Managing External Data
- Data export and import
- Exporting and importing XML data
- Interrogating external databases
- Establishing database links
- Connecting to XML data sources
- Analyzing online data (Web Queries)
Analytical Tools
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenario planning
- Macros and custom functions
- Executing and recording macros
- Working with VBA code
- Developing functions
Conditional Formatting and SmartArt
- Conditional formatting with graphics
- SmartArt graphics
Requirements
A solid grasp of Excel, mathematics, and fundamental financial principles is advantageous.
Target Audience
Financial or market analysts, managers, and accountants
Learning Objectives
To enable and automate diverse financial analyses 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
