Get in Touch
 Duration 14 hours

Course Outline

Advanced Functions

  • Logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and Data

  • Search and matching techniques
  • Using the MATCH and INDEX functions
  • Advanced management of value lists
  • Validating values entered in cells
  • Database functions
  • Summarising data using histograms
  • Circular references: Practical aspects

Tables and Pivot Charts

  • Dynamically describing data with PivotTables
  • Understanding elements and calculated fields
  • Visualising data using Pivot Charts

Working with External Data

  • Exporting and importing data
  • Exporting and importing XML files
  • Importing data from databases
  • Establishing connections to databases or XML files
  • Online data analysis using Web Query

Analytical Tools

  • Using Goal Seek
  • The Analysis ToolPak add-in
  • Scenarios and the Scenario Manager
  • Solver and data optimisation
  • Creating macros and custom functions
  • Starting and recording macros
  • Working with VBA code

Conditional Formatting

  • Advanced conditional formatting using formulas and form elements (e.g., checkboxes)

Time Value of Money

  • Current and future value of capital
  • Capitalisation and discounting
  • Simple interest
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and Financial Forecasts

  • Types of trends and trend functions
  • Forecasting techniques

Securities

  • Rate of profit
  • Profitability analysis
  • Investing in securities and measuring risk

Requirements

A solid working knowledge of Microsoft Excel is required. A basic understanding of finance principles is also recommended.

Number of participants


Price per participant

Testimonials (3)

Provisional Upcoming Courses (Require 5+ participants)

Related Categories