Get in Touch

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

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories