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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
- Cell entry validation
- Database function exploration
PivotTables and PivotCharts
- Building PivotTables
- Calculated Items and Fields
External Data Management
- Data export and import
- Importing and exporting XML data
- Querying external databases
- Establishing database links
- Linking to XML data sources
- Analyzing web data (Web Queries)
Analytical Tools
- Goal Seek
- Solver
- Analysis ToolPak
- Scenario modeling
- Macros and custom functions
- Executing and recording macros
- Developing VBA code
- Function creation
Conditional Formatting and SmartArt
- Visual conditional formatting
- SmartArt diagrams
Requirements
Proficiency in Excel, mathematics, and foundational finance concepts is recommended.
Target Audience
Financial and market analysts, managers, and accountants.
Learning Objectives
To streamline and automate various financial analyses 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
