Course Outline
Advanced functions
- Logical functions
- Math and statistical functions
- Financial functions
Lookups and data tables
- Utilizing lookup functions
- Applying MATCH and INDEX
- Advanced list management
- Validating cell entries
- Exploring database functions
PivotTables and PivotCharts
- Creating Pivot Tables
- Calculated Item and Calculated Field
Working with External Data
- Exporting and importing
- Exporting and importing XML data
- Querying external databases
- Linking to a database
- Linking to an XML data source
- Analysing online data (Web Queries)
Analytical options
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenarios
- Macros and custom functions
- Running and recording a macro
- Working with VBA code
- Creating functions
Conditional formatting and SmartArt
- Conditional formatting with graphics
- SmartArt graphics
Requirements
Proficiency in Excel, mathematics, and basic finance concepts is recommended.
Audience
Financial or market analysts, managers, and accountants
Course Objectives
To enable the facilitation and automation of comprehensive financial analysis using Microsoft Excel
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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
