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Course Outline

Advanced Functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Lookups and Data Tables

  • Utilising lookup functions
  • Applying MATCH and INDEX
  • Advanced list management
  • Validating cell entries
  • Investigating database functions

PivotTables and PivotCharts

  • Building PivotTables
  • Calculated Items and Calculated Fields

Working with External Data

  • Data export and import
  • Importing and exporting XML data
  • Querying external databases
  • Establishing database links
  • Linking to XML data sources
  • Analysing online data (Web Queries)

Analytical Tools

  • Goal Seek
  • Solver
  • The Analysis ToolPak
  • Scenario modelling
  • Macros and custom functions
  • Executing and recording macros
  • Working with VBA code
  • Developing custom functions

Conditional Formatting and SmartArt

  • Conditional formatting using graphics
  • SmartArt diagrams

Requirements

A solid foundation in Excel, mathematics, and basic finance 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

Number of participants


Price per participant

Testimonials (3)

Provisional Upcoming Courses (Require 5+ participants)

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