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Course Outline

Advanced functions

  • Logical functions
  • Math and statistical functions
  • Financial functions

Lookups and data tables

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

PivotTables and PivotCharts

  • Creating Pivot Tables
  • Calculated Items and Calculated Fields

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
  • Analyzing 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, along with a foundational understanding of mathematics and finance, is recommended.

Audience

Financial and market analysts, managers, and accountants.

Course Objectives

Enable learners to facilitate and automate all aspects of financial analysis using Microsoft Excel.

 14 Hours

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