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Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Search and Data
- Search and matching techniques
- MATCH and INDEX functions
- Advanced management of value lists
- Validating cell input values
- Database functions
- Summarizing data using histograms
- Circular references – Practical aspects
Tables and Pivot Charts
- Dynamic data representation using PivotTables
- Elements and calculated fields
- Data visualization with Pivot Charts
Working with External Data
- Exporting and importing data
- Exporting and importing XML files
- Importing data from databases
- Connections to databases or XML files
- Online data analysis – Web Query
Analytical Topics
- Goal Seek feature
- Analysis ToolPak add-in
- Scenarios and Scenario Manager
- Solver and data optimization
- Macros and creating custom functions
- Starting 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 types and functions
- Forecasting methods
Securities
- Rate of return
- Profitability metrics
- Investing in securities and risk assessment
Requirements
A solid knowledge of Microsoft Excel is required. Basic understanding of finance is also recommended.
14 Hours
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