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Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and Data Tables
- Application of lookup functions
- Utilizing MATCH and INDEX
- Advanced list management
- Cell entry validation
- Database functions exploration
PivotTables and PivotCharts
- Creating Pivot Tables
- Calculated Items and Calculated Fields
External Data Management
- Data export and import
- 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
- Analysis ToolPak
- Scenarios
- 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 recommended.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To streamline and automate various financial analysis tasks 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
