Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 14 hours
Course Outline
Advanced Functions
- Logical functions
- Mathematical and statistical functions
- Financial functions
Search and Data
- Searching and matching
- MATCH and INDEX functions
- Advanced list management
- Validating cell input
- Database functions
- Summarizing data with histograms
- Circular references: Practical applications
Tables and Pivot Charts
- Dynamic data representation using PivotTables
- Elements and calculated fields
- Data visualization with Pivot Charts
Working with External Data
- Exporting and importing data
- Importing and exporting XML files
- Importing data from databases
- Establishing connections to databases or XML files
- Online data analysis via Web Query
Analytical Tools
- Goal Seek
- The Analysis ToolPak
- Scenarios and the Scenario Manager
- Solver and data optimization
- Creating macros and custom functions
- Recording and executing 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 and functions
- Forecasting methods
Securities
- Rate of return
- Profitability metrics
- Investing in securities and risk assessment
Requirements
A solid proficiency in Microsoft Excel is required. A fundamental understanding of finance is also recommended.
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