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Course Outline

Advanced functions

  • Logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and data

  • Search and matching techniques
  • Using MATCH and INDEX functions
  • 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 representation using PivotTables
  • Elements and calculated fields
  • Data visualization using pivot charts

Working with external data

  • Data export and import processes
  • Exporting and importing XML files
  • Importing data from databases
  • Establishing connections to databases or XML files
  • Online data analysis via Web Query

Analytical tools

  • Using the Goal Seek option
  • The Analysis ToolPak add-in
  • Scenarios and the Scenario Manager
  • Solver for data optimization
  • Macros and creating custom functions
  • Initiating and recording macros
  • Working with VBA code

Conditional Formatting

  • Advanced conditional formatting utilizing formulas and form elements (e.g., checkboxes)

Time value of money

  • Current and future value of capital
  • Capitalization and discounting
  • Simple interest calculations
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and financial forecasts

  • Trend types (functions)
  • Forecasting techniques

Securities

  • Rate of return
  • Profitability metrics
  • Investing in securities and risk measurement

Requirements

A solid working knowledge of Microsoft Excel is required. Basic familiarity with financial concepts is also recommended.

 14 Hours

Number of participants


Price per participant

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