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Course Outline

Advanced functions

  • Logical functions
  • Mathematical and statistical functions
  • Financial functions

Search and data

  • Searching and matching techniques
  • Using MATCH and INDEX functions
  • Advanced management of value lists
  • Validating cell entries
  • Database functions
  • Summarising data using histograms
  • Circular references - Practical applications

Tables and Pivot Charts

  • Dynamic data description using PivotTables
  • Elements and calculated fields
  • Data visualisation using pivot charts

Working with external data

  • Data export and import processes
  • Exporting and importing XML files
  • Importing data from databases
  • Establishing connections to databases or XML files
  • Online data analysis - Web Query

Analytical issues

  • Goal Seek tool
  • Analysis ToolPak add-in
  • Scenarios and the Scenario Manager
  • Solver and data optimisation
  • Macros and creating custom functions
  • Initiating and recording 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
  • Capitalisation and discounting
  • Simple interest calculations
  • Nominal and effective interest rates
  • Cash flows
  • Depreciation

Trends and financial forecasts

  • Types of trend functions
  • Forecasting techniques

Securities

  • Rate of profit
  • Profitability metrics
  • Investing in securities and risk measurement

Requirements

Requires a solid proficiency in Microsoft Excel. Foundational knowledge of finance is also recommended.

 14 Hours

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Price per participant

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