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Course Outline
Advanced functions
- Logical functions
- Math and statistical functions
- Financial functions
Lookups and data tables
- Applying lookup functions
- Implementing MATCH and INDEX
- Advanced list management
- Cell entry validation
- Using database functions
PivotTables and PivotCharts
- Building Pivot Tables
- Using Calculated Items and Calculated Fields
Working with External Data
- Data export and import processes
- Handling XML data export and import
- Querying external databases
- Creating database links
- Linking to XML data sources
- Analyzing online data via Web Queries
Analytical options
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenarios
- Macros and custom functions
- Running and recording macros
- Working with VBA code
- Developing custom functions
Conditional formatting and SmartArt
- Conditional formatting using graphics
- SmartArt graphics
Requirements
A solid foundation in Excel, mathematics, and basic financial concepts is recommended for success.
Audience
Financial or market analysts, managers, and accountants.
Course Objectives
To enable the facilitation and automation of diverse financial analysis tasks 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
