Financial Analysis in Excel - Bespoke

Duration

7 hours

Financial Analysis in Excel - Bespoke

Course Code: 
excelfin2
Course Categories: 
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.