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Excel tips, tricks & shortcuts to perform financial analysis and data analysis with confidence.

What you will learn

Learn Excel shortcuts, Formulas, Formatting used extensively for financial analysis

After this course, you can do professional level financial analysis in Excel

Learn many important Finance functions in Microsoft Excel

This course will give you all the tools required to boost your confidence in your ability to use excel to perform financial analysis

Description

Excel is by far the world’s most popular spreadsheet program and is useful for everything from maintaining simple household budgets to building sophisticated financial models or designing complex dashboards. Analysing Financial Data with Excel shows you how to solve real-world business problems by taking Excel’s financial analysis features to the maximum, rather than focusing on individual Excel functions and features. Learn all the tips, tricks, shortcuts, functions and formulas you need to perform professional financial analysis and financial modeling. We cover all levels – from basic to advanced users. This training is ideally suited for students, home-makers and professionals – essentially anybody with a need for spreadsheet skills.

Microsoft estimates that a staggering 5 million users utilize at least one Office product, with Word and Excel being the most popular of their products. You can build a strong foundation in Excel for careers in Financial Modeling, Equity research, Investment banking, Private equity, Financial Planning & Analysis, Corporate development. Also, this course is beneficial to a large spectrum of people, including Administrative staff, Secretaries and Personal Assistants, Retail Professionals, Store Supervisors, Business Analysts, Data-mining experts, Accountants, Project Managers, Marketing and Sales professionals and Investment Bankers.


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This course helps you develop a thorough understanding of Excel’s extensive Chart/Graph features. With this, you’re exposed to the best ways to capitalize on your data, and illustrate their value for maximum effect.

English
language

Content

Basic Excel Functions

Accessing MS Excel
MS Excel Startup Screen
Understanding the Ribbon
Cells in Excel
Worksheet Essentials
Saving the File
Formatting Cells
Custom Cell Styles
Custom Number Formatting in Excel
More on Custom Number Formatting
Custom Formats of Data

Mathematical Operations

The BEDMAS Order of Mathematical Operations
Mathematical Operations without Functions
Mathematical Operations without Functions Continued
IF Function
More on IF Function
Importing Data and Calculations
Working with the Count Function
Conditional Counts – CountIF Function
Working with the Sum Function
Finding the Average
Conditional Average – Average IFS Function
Finding the Maximum Value Using the MAX Function
Finding the Minimum Value Using the MINFS Function
Determining Proportions and Updating a Calculation
Conditional Formatting
More on Conditional Formatting
Working with Tables
Formatting Table
Filtering and Sorting of Data
Freeze and Split
Printing and Layouts in Excel

Pivot Tables

Pivot Tables
Creating Custom Tables
Organizing Pivot Tables

Charts & Graphs

Column Chart
Bar Chart
Line Chart
Pie Chart
Map Chart

Common Errors in Excel

Common Errors in Excel
More on Common Errors

Smart Functions in Excel

Logical Function – IF
AND OR and XOR Functions
IFS Function – Example 1
IFS Function – Example 2
SWITCH Function
Other Logical Functions
Information Functions – ISBLANK ISERR ISERROR ISEVEN ISODD ISTEXT
Date Functions – TODAY DAY
MONTH YEAR WEEKDAY WEEKNUM Functions
EDATE and EOMONTH Functions
YEARFRAC Function
Joining Data using CONCAT and TEXTJOIN
LEN FIND LEFT RIGHT TRIM
Using UNIQUE and TRANSPOSE
TEXT Function
CHOOSE Function
More on CHOOSE Function

Useful Excel Functions for Analysis

VLOOKUP Function
HLOOKUP Function
Index Function
Match Function
XLOOKUP and XMATCH Functions

OFFSET Function

Using the OFFSET Function
OFFSET Function – Total and Average Score
OFFSET Function – Highest and Lowest Score
OFFSET Function – Year to Month Sales
OFFSET Function – Quarterly and Half-Month Sales

Advanced Excel functions

Naming of Cell
Naming a Range
Text to Columns
Grouping Tabs and Subtotal Function
Working with Hyperlinks
Data Validation
Data Validation Continued
Custom Data Validation
Generating Random Numbers
Custom Views
Protecting Worksheet and Workbook
PivotTable – Advanced Features
More on Advanced Features
Slicers and Timelines
Solver
Data Tables
More on Data Tables
Goal Seek
Combo Charts
More on Combo Charts
Sparklines
Waterfall Chart
Box Chart
Whisker Chart
TreeMap and Sun Burst Charts
Radar Chart
Scroll Bar
Spin Button and Radio Button
Form Control Application
Form Control Application Continued
Data Entry Form