Course Outline
Advanced Functions
- Logical operations
- Mathematical and statistical functions
- Financial-specific functions
Lookups and Data Tables
- Application of lookup functions
- Utilising MATCH and INDEX
- Advanced list management
- Validating cell inputs
- Exploring database functions
PivotTables and PivotCharts
- Constructing Pivot Tables
- Using Calculated Items and Calculated Fields
Handling External Data
- Export and import procedures
- Managing XML data exports and imports
- 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 analysis
- Macros and custom functions
- Executing and recording macros
- Interacting with VBA code
- Developing custom functions
Conditional Formatting and SmartArt
- Conditional formatting using graphics
- SmartArt elements
Requirements
Proficiency in Excel, mathematics, and foundational finance concepts is recommended but not mandatory.
Target Audience
Financial or market analysts, managers, and accountants
Course Goals
To enable and automate diverse financial analysis tasks 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 2600 € + 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
