Get in Touch
 Duration 14 hours

Course Outline

Advanced functions

  • Logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and data

  • Searching and matching
  • MATCH and INDEX functions
  • Advanced value list management
  • Validating values entered into cells
  • Database functions
  • Summarizing data using histograms
  • Circular references – practical applications

Tables and Pivot Charts

  • Dynamically describing data with PivotTables
  • Elements and calculated fields
  • Visualizing data with pivot charts

Working with external data

  • Exporting and importing data
  • Exporting and importing XML files
  • Importing data from databases
  • Connections to databases or XML files
  • Online data analysis via Web Query

Analytical techniques

  • Goal Seek option
  • Analysis ToolPak add-in
  • Scenarios and 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

  • Present and future capital values
  • Capitalization and discounting
  • Simple interest
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and financial forecasts

  • Trend types (functions)
  • Forecasting

Securities

  • Rate of return
  • Profitability
  • Securities investment and risk assessment

Requirements

A solid command of Microsoft Excel is required. A foundational understanding of finance concepts is also recommended.

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories