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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.

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