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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
- Investigating database functions
PivotTables and PivotCharts
- Building Pivot Tables
- Implementing Calculated Items and Calculated Fields
Managing External Data
- Data export and import processes
- Exporting and importing XML data
- Querying external databases
- Establishing database links
- Connecting to XML data sources
- Analyzing online data via Web Queries
Analytical options
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenario analysis
- Macros and custom functions
- Executing and recording macros
- Working with VBA code
- Developing custom functions
Conditional formatting and SmartArt
- Applying conditional formatting with graphics
- Using SmartArt graphics
Requirements
Proficiency in Excel, basic mathematics, and foundational financial knowledge is recommended.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To support and automate various types of financial analysis 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
