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 Duration 14 hours

Course Outline

Advanced Functions

  • Logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and Data Management

  • Searching and matching data
  • Using MATCH and INDEX functions
  • Advanced management of value lists
  • Validating values entered in cells
  • Database functions
  • Summarizing data using histograms
  • Circular references – Practical applications

Tables and Pivot Charts

  • Dynamic data analysis using PivotTables
  • Elements and calculated fields
  • Visualizing data with Pivot Charts

Working with External Data

  • Importing and exporting data
  • Importing and exporting XML files
  • Importing data from databases
  • Establishing connections to databases or XML files
  • Analyzing online data via Web Query

Analytical Tools

  • Goal Seek
  • Analysis ToolPak
  • Scenarios and Scenario Manager
  • Solver and data optimization
  • Creating macros and custom functions
  • Initiating and recording macros
  • Working with VBA code

Conditional Formatting

  • Advanced conditional formatting using formulas and form controls (e.g., checkboxes)

Time Value of Money

  • Present and future value of capital
  • Capitalization and discounting
  • Simple interest calculations
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and Financial Forecasts

  • Trend analysis and functions
  • Forecasting methods

Securities

  • Rate of return
  • Profitability metrics
  • Securities investment and risk measurement

Requirements

A solid proficiency in Microsoft Excel is required. Basic understanding of finance principles is also recommended.

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