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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 functions in depth
PivotTables and PivotCharts
- Building Pivot Tables
- Calculated Items and Calculated Fields
Managing External Data
- Data export and import
- Importing and exporting XML data
- Querying external databases
- Establishing links to databases
- Connecting to XML data sources
- Analyzing online data (Web Queries)
Analytical Tools
- Goal Seek
- Solver
- Analysis ToolPak
- Scenario management
- Macros and custom functions
- Executing and recording macros
- Working with VBA code
- Function creation
Conditional Formatting and SmartArt
- Conditional formatting using graphics
- SmartArt graphics
Requirements
A solid foundation in Excel, mathematics, and basic finance concepts is advantageous.
Target Audience
Financial or market analysts, managers, and accountants.
Learning Outcomes
To enable and automate various forms 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
