Analysing Financial Data in Excel Training Course

Overview

Audience

Financial or market analysts, managers, accountants

Course Objectives

Facilitate and automate all kinds of financial analysis with Microsoft Excel

 

Requirements

Good Excel, Math knowledge, basic finance knowledge may be beneficial

 

Duration

14.00 hours
 
 

Course Outline

Advanced functions

Logical functions

Math and statistical functions

Financial functions

Lookups and data tables

Using lookup functions
Using 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 a XML data source

Analysing online data (Web Queries)

Analytical options

Goal Seek

Solver
The Analysis ToolPack

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