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Course Outline

Advanced functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Lookups and data tables

  • Applying lookup functions
  • Utilising MATCH and INDEX
  • Advanced list management
  • Validating cell entries
  • Exploring database functions

PivotTables and PivotCharts

  • Constructing Pivot Tables
  • Using Calculated Item and Calculated Field

Working with External Data

  • Data export and import processes
  • Exporting and importing XML data
  • Querying external databases
  • Establishing database links
  • Linking to XML data sources
  • Analysing online data via Web Queries

Analytical options

  • Goal Seek
  • Solver
  • The Analysis ToolPak
  • Scenarios
  • Macros and custom functions
  • Executing and recording macros
  • Working with VBA code
  • Developing custom functions

Conditional formatting and SmartArt

  • Conditional formatting with graphics
  • Using SmartArt graphics

Requirements

While not strictly required, having a solid foundation in Excel, mathematics, and basic financial concepts will be advantageous.

Audience

This course is suitable for financial or market analysts, managers, and accountants.

Course Objectives

To enable the facilitation and automation of diverse financial analysis tasks using Microsoft Excel.

 14 Hours

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Price per participant

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