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Course Outline

Advanced functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Lookups and data tables

  • Applying lookup functions
  • Utilizing MATCH and INDEX
  • Advanced list management
  • Validating cell entries
  • Exploring database functions

PivotTables and PivotCharts

  • Building Pivot Tables
  • Calculated Item and Calculated Field

Working with External Data

  • Exporting and importing data
  • Handling XML data export and import
  • Querying external databases
  • Establishing database links
  • Connecting to XML data sources
  • Analyzing online data (Web Queries)

Analytical options

  • Goal Seek
  • Solver
  • The Analysis ToolPack
  • Scenarios
  • Macros and custom functions
  • Executing and recording macros
  • Working with VBA code
  • Developing functions

Conditional formatting and SmartArt

  • Conditional formatting with graphics
  • SmartArt graphics

Requirements

A solid foundation in Excel, mathematics, and basic finance can be advantageous.

Intended Audience

Financial or market analysts, managers, and accountants

Learning Objectives

To streamline and automate diverse financial analysis tasks using Microsoft Excel

 14 Hours

Number of participants


Price per participant

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