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Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Lookups and Data Tables
- Application of lookup functions
- Implementation of MATCH and INDEX
- Advanced list management
- Cell entry validation
- Utilization of database functions
PivotTables and PivotCharts
- Constructing PivotTables
- Configuring Calculated Items and Fields
Managing External Data
- Data import and export processes
- Importing and exporting XML data
- Interacting with external databases
- Establishing database links
- Connecting to XML data sources
- Analyzing web-based data (Web Queries)
Advanced Analytical Tools
- Goal Seek
- Solver
- Analysis ToolPak
- Scenario management
- Macros and custom function development
- Executing and recording macros
- Working with VBA code
- Creating custom functions
Conditional Formatting and SmartArt
- Implementing conditional formatting with graphics
- Utilizing SmartArt diagrams
Requirements
A solid foundation in Excel, mathematics, and basic financial principles is advantageous.
Target Audience
Financial analysts, market researchers, managers, and accountants.
Learning Outcomes
To streamline and automate diverse financial analysis processes 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
