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Course Outline
Advanced functions
- Logical 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 data entered in cells
- Database functions
- Summarizing data with histograms
- Circular references: Practical considerations
Tables and Pivot Charts
- Dynamically describing data with PivotTables
- Components and calculated fields
- Data visualization 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 via Web Query
Analytical tools
- Goal Seek option
- Analysis ToolPak add-in
- Scenarios and the Scenario Manager
- Solver for data optimization
- Macros and creating custom functions
- Starting and recording macros
- Interacting with VBA code
Conditional Formatting
- Advanced conditional formatting utilizing formulas and form elements (e.g., checkboxes)
Time value of money
- Present and future value of capital
- Capitalization and discounting
- Simple interest calculations
- Nominal and effective interest rates
- Cash flows
- Depreciation
Trends and financial forecasts
- Trend types and functions
- Forecasting techniques
Securities
- Rate of return
- Profitability analysis
- Investing in securities and risk assessment measures
Requirements
Strong proficiency in Microsoft Excel is required. A foundational understanding of finance is also recommended.
14 Hours
Testimonials (3)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
It's flexible to discuss about what is helpful for our actual work.
Viet Tran Quang - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
active interaction between trainer and participants