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Duration 14 hours (2 days)
Course Outline
Advanced Functions
- Logical functions
- Mathematical 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
- Constructing Pivot Tables
- Implementing Calculated Items and Fields
Managing External Data
- Exporting and importing data
- Handling XML data exchange
- Querying external databases
- Establishing database links
- Connecting to XML data sources
- Analyzing online data via Web Queries
Analytical Tools
- Goal Seek
- Solver
- The Analysis ToolPak
- Scenario modeling
- Macros and custom functions
- Executing and recording macros
- Working with VBA code
- Developing custom functions
Conditional Formatting and SmartArt
- Conditional formatting with graphical elements
- Integrating SmartArt graphics
Requirements
A solid foundation in Excel, mathematics, and basic financial concepts is recommended.
Target Audience
Financial or market analysts, managers, and accountants.
Learning Outcomes
To streamline and automate various financial analysis tasks using Microsoft Excel.
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