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Course Outline
Advanced functions
- Logic functions
- Mathematical and statistical functions
- Financial functions
Search and data
- Search and matching techniques
- Using the MATCH and INDEX functions
- Advanced management of value lists
- Validating data entered in cells
- Database functions
- Summarizing data using histograms
- Circular references: practical considerations
Tables and Pivot Charts
- Dynamic data representation using PivotTables
- Understanding elements and calculated fields
- Data visualization through pivot charts
Working with external data
- Data export and import procedures
- Handling XML file exports and imports
- Importing data from various databases
- Establishing connections to databases or XML files
- Online data analysis via Web Query
Analytical issues
- Utilizing the Goal Seek option
- The Analysis ToolPak add-in
- Scenario analysis and the 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 elements (e.g., checkboxes)
Time value of money
- Current and future value of capital
- Capitalization and discounting principles
- Simple interest calculations
- Nominal and effective interest rates
- Cash flow analysis
- Depreciation methods
Trends and financial forecasts
- Types and functions of trends
- Forecasting techniques
Securities
- Rate of return
- Profitability metrics
- Investing in securities and risk measurement
Requirements
To successfully engage with this course, you should possess a solid working knowledge of Microsoft Excel. Additionally, having a foundational understanding of financial concepts is recommended to fully grasp the application of these analytical tools.
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