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Duration 14 hours
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
- Validating cell entries
- Investigating database functions
PivotTables and PivotCharts
- Constructing PivotTables
- Configured Items and Calculated Fields
Working with External Data
- Data export and import processes
- Exporting and importing XML data
- Querying external databases
- Establishing database links
- Linking to XML data sources
- Analyzing online data (Web Queries)
Analytical options
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenarios
- Macros and custom functions
- Executing and recording macros
- Managing VBA code
- Creating custom functions
Conditional formatting and SmartArt
- Conditional formatting using graphics
- SmartArt graphics
Requirements
A solid understanding of Excel, mathematics, and foundational finance concepts is advantageous.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To enable the facilitation and automation of various financial analyses using Microsoft Excel
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
