Analysing Financial Data in Excel Training Course

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Course Language

This course is delivered in English.

Course Code

Duration Duration

14 hours (usually 2 days including breaks)

Requirements Requirements

Good Excel, Math knowledge, basic finance knowledge may be beneficial

Overview Overview

Audience

Financial or market analysts, managers, accountants

Course Objectives

Facilitate and automate all kinds of financial analysis with Microsoft Excel

Course Outline Course Outline

Advanced functions

  • Logical functions
  • Math and statistical functions
  • Financial functions

Lookups and data tables

  • Using lookup functions
  • Using MATCH and INDEX
  • Advanced list management
  • Validating cell entries
  • Exploring database functions

PivotTables and PivotCharts

  • Creating Pivot Tables
  • Calculated Item and Calculated Field

Working with External Data

  • Exporting and importing
  • Exporting and importing XML data
  • Querying external databases
  • Linking to a database
  • Linking to a XML data source
  • Analysing online data (Web Queries)

Analytical options

  • Goal Seek
  • Solver
  • The Analysis ToolPack
  • Scenarios
  • Macros and custom functions
  • Running and recording a macro
  • Working with VBA code
  • Creating functions

Conditional formatting and SmartArt

  • Conditional formatting with graphics
  • SmartArt graphics

Guaranteed to run even with a single delegate!
Public Classroom Public Classroom
Participants from multiple organisations. Topics usually cannot be customised
From $5740
(130)
Private Classroom Private Classroom
Participants are from one organisation only. No external participants are allowed. Usually customised to a specific group, course topics are agreed between the client and the trainer.
From $5740
Request quote
Private Remote Private Remote
The instructor and the participants are in two different physical locations and communicate via the Internet
From $3440
Request quote

The more delegates, the greater the savings per delegate. Table reflects price per delegate and is used for illustration purposes only, actual prices may differ.

Number of Delegates Public Classroom Private Classroom Private Remote
1 $5740 $5740 $3440
2 $3310 $3235 $2085
3 $2500 $2400 $1633
4 $2095 $1983 $1408
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Upcoming Courses

VenueCourse DateCourse Price [Remote/Classroom]
ON, Ottawa - Fairmont Chateau LaurierMon, Aug 8 2016, 9:30 am$3440 / $6140
BC, Victoria - The AtriumThu, Aug 11 2016, 9:30 am$3440 / $6140
NL, St. John's WestThu, Aug 11 2016, 9:30 am$3440 / $6440
ON, Markham - Trillium Executive CentreThu, Aug 11 2016, 9:30 am$3440 / $5740
ON, Scarborough – 10 Milner Business CourtMon, Aug 15 2016, 9:30 am$3440 / $5800

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