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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.

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