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Course Outline

Advanced Functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Lookups and Data Tables

  • Application of lookup functions
  • Utilizing MATCH and INDEX
  • Advanced list management
  • Cell entry validation
  • Utilizing database functions

PivotTables and PivotCharts

  • Constructing PivotTables
  • Implementing Calculated Items and Calculated Fields

Managing External Data

  • Data export and import procedures
  • Exporting and importing XML data
  • Executing queries on external databases
  • Establishing database links
  • Connecting to XML data sources
  • Analyzing online data via Web Queries

Analytical Tools

  • Goal Seek
  • Solver
  • Analysis ToolPak
  • Scenario analysis
  • Macros and custom functions
  • Executing and recording macros
  • Working with VBA code
  • Developing custom functions

Conditional Formatting and SmartArt

  • Conditional formatting using graphical elements
  • SmartArt graphics

Requirements

While not mandatory, possessing a solid foundation in Excel, mathematics, and basic financial principles will be advantageous.

Intended Audience

This course is designed for financial or market analysts, managers, and accountants.

Learning Objectives

Participants will learn to facilitate and automate diverse financial analysis tasks using Microsoft Excel.

 14 Hours

Number of participants


Price per participant

Open Training Courses require 5+ participants.

Testimonials (3)

I learned new things so that is a good point

Daria - LKQ Polska Sp. z o. o.
Course - Analysing Financial Data in Excel

many exercises

Julia - LKQ Polska Sp. z o. o.
Course - Analysing Financial Data in Excel

The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work

Emilija Stoilova - EPFL HBP PCO
Course - Analysing Financial Data in Excel

Upcoming Courses

Analysing Financial Data in Excel

2026-10-08 09:30
14 hours
Västerås
2000 EUR (Online)
2400 EUR (Classroom)

Analysing Financial Data in Excel

2026-10-22 09:30
14 hours
Örebro, City Center
2000 EUR (Online)
2400 EUR (Classroom)

Analysing Financial Data in Excel

2026-11-05 09:30
14 hours
Linköping
2000 EUR (Online)
2400 EUR (Classroom)

Analysing Financial Data in Excel

2026-11-19 09:30
14 hours
Stockholm, Hötorget
2000 EUR (Online)
2400 EUR (Classroom)

Analysing Financial Data in Excel

2026-12-03 09:30
14 hours
Uppsala
2000 EUR (Online)
2600 EUR (Classroom)

Analysing Financial Data in Excel

2026-12-17 09:30
14 hours
Malmö, Stadskärna
2000 EUR (Online)
2400 EUR (Classroom)

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