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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
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