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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.
Testimonials (3)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
It's flexible to discuss about what is helpful for our actual work.
Viet Tran Quang - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
active interaction between trainer and participants