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Duration 14 hours
Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Search and Data Management
- Search and matching techniques
- Using MATCH and INDEX functions
- Advanced management of value lists
- Validating cell inputs
- Database functions
- Summarizing data using histograms
- Circular references: practical considerations
Tables and Pivot Charts
- Dynamic data summarization with PivotTables
- Table elements and calculated fields
- Data visualization through Pivot Charts
Working with External Data
- Data export and import processes
- Importing and exporting XML files
- Importing data from databases
- Establishing connections to databases or XML files
- Online data analysis via Web Query
Analytical Techniques
- Goal Seek functionality
- The Analysis ToolPak add-in
- Scenarios and the Scenario Manager
- Solver and data optimization
- Macros and creating 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
- Current and future value of capital
- Capitalization and discounting
- Simple interest calculations
- Nominal and effective interest rates
- Cash flow analysis
- Depreciation
Trends and Financial Forecasts
- Trend types and related functions
- Forecasting methodologies
Securities
- Rate of return
- Profitability metrics
- Investment in securities and risk assessment
Requirements
Proficiency in Microsoft Excel is required for this course. A foundational understanding of finance 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