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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
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