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Course Outline

Advanced Functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Search and Data Management

  • Search and lookup techniques
  • MATCH and INDEX functions
  • Advanced management of value lists
  • Data validation for cell entries
  • Database functions
  • Summarizing data using histograms
  • Circular references – practical considerations

Tables and Pivot Charts

  • Dynamic data analysis using PivotTables
  • Calculated items and fields
  • Visualizing data with PivotCharts

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 via Web Queries

Analytical Techniques

  • Goal Seek tool
  • Analysis ToolPak add-in
  • Scenarios and Scenario Manager
  • Solver and data optimization
  • Macros and custom function creation
  • 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
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and Financial Forecasts

  • Trend types and functions
  • Forecasting methods

Securities

  • Rate of return
  • Profitability analysis
  • Investing in securities and risk measurement

Requirements

Participants should possess a solid working knowledge of Microsoft Excel. A foundational understanding of finance is also recommended.

 14 Hours

Number of participants


Price per participant

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