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Course Outline
Advanced functions
- Logic functions
- Mathematical and statistical functions
- Financial functions
Search and data
- Searching and matching
- MATCH and INDEX functions
- Advanced management of value lists
- Validation of values entered in cells
- Database Functions
- Summarizing data using histograms
- Circular references - Practical Aspects
Tables and Pivot Charts
- Dynamic data representation using PivotTables
- Components and calculated fields
- Data visualization using pivot charts
Working with external data
- Data export and import
- XML file export and import
- Importing data from databases
- Connecting to databases or XML files
- Online data analysis - Web Query
Analytical issues
- Goal Seek option
- The Analysis ToolPak add-in
- Scenarios and 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
- 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 (functions)
- Forecasts
Securities
- Rate of profit
- Profitability
- Securities investment and risk measures
Requirements
A strong proficiency in Microsoft Excel is required. Fundamental knowledge 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