Course Code:
excelfin2
Outline Status:
Bespoke/Customized
Duration:
7 hours
Prerequisites:
-
Experience using Microsoft Excel.
-
Basic knowledge of finance.
Audience
- Support personnel
Overview:
This instructor-led, live training is aimed at support personnel in the finance industry who wish to expand their Excel skills to resolve problems faced by staff and clientele.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline:
Advanced functions
- The logic functions
- Mathematical and statistical functions
- Financial functions
Search and data
- Search and matching
- Functions MATCH (MATCH) and INDEX (INDEX)
- Advanced management of lists of values
- Validate the value entered in the cell
- Database Functions
- Summary data by using the histogram
- Circular references - Practical Aspects
Tables and Pivot Charts
- The dynamic description of the data using PivotTables
- Elements and calculated fields
- Visualize data using pivot chart
Working with external data
- Exporting and importing data
- Exporting and importing XML file
- Importing data from databases
- Connections to a database or an XML file
- Analyzing data online - Web Query
Analytical issues
- Option Goal Seek
- The Analysis ToolPack addition
- Scenarios, Scenario Manager
- Solver and optimization data
- Macros and create your own functions
- Starting and recording macros
- Working with VBA code
Conditional Formatting
- Advanced conditional formatting using formulas and form elements (eg box - checkbox)
Time value of money
- The current and future value of capital
- Capitalization and discounting
- Interest made simple
- Nominal and effective interest procetowa
- Cash flows
- Depreciation
Trends and financial forecasts
- Types (functions) trend.
- Forecasts
Securities
- The rate of profit
- Profitability
- Investing in securities and risk measures
Summary and Conclusion
Overview in Category:
This instructor-led, live training in <loc> is aimed at support personnel who wish to expand their Excel knowledge to solve problems in finance.