Analysing Financial Data in Excel

Good Excel, maths and basic finance knowledge may be beneficial.

Audience

Financial or market analysts, managers, accountants

Course Objectives

Facilitate and automate all kinds of financial analysis with Microsoft Excel

Advanced functions

• Logical functions
• Math and statistical functions
• Financial functions

Lookups and data tables

• Using lookup functions
• Using MATCH and INDEX
• Advanced list management
• Validating cell entries
• Exploring database functions

PivotTables and PivotCharts

• Creating Pivot Tables
• Calculated Item and Calculated Field

Working with External Data

• Exporting and importing
• Exporting and importing XML data
• Querying external databases
• Linking to a database
• Linking to an XML data source
• Analysing online data (Web Queries)

Analytical options

• Goal Seek
• Solver
• The Analysis ToolPack
• Scenarios
• Macros and custom functions
• Running and recording a macro
• Working with VBA code
• Creating functions

Conditional formatting and SmartArt

• Conditional formatting with graphics
• SmartArt graphics