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Course Outline
Advanced functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and data tables
- Applying lookup functions
- Utilising MATCH and INDEX
- Advanced list management
- Cell entry validation
- Exploring database functions
PivotTables and PivotCharts
- Constructing PivotTables
- Calculated Items and Calculated Fields
Working with External Data
- Exporting and importing data
- Handling XML data imports and exports
- Querying external databases
- Establishing database links
- Linking to XML data sources
- Analysing online data via Web Queries
Analytical options
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenario analysis
- Macros and custom functions
- Running and recording macros
- Working with VBA code
- Developing functions
Conditional formatting and SmartArt
- Conditional formatting with graphics
- SmartArt graphics
Requirements
Proficiency in Excel, mathematics, and basic financial concepts is advantageous.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To facilitate and automate various types 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
