Financial Data Using Advanced Excel

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Financial Data Using Advanced Excel

Financial Data Using Advanced Excel

Microsoft Excel is a spreadsheet application developed by Microsoft for Microsoft Windows and Mac OS. Financial data consists of pieces or sets of information related to the financial health of a business. The pieces of data are used by internal management to analyze business performance and determine whether tactics and strategies must be altered.



  • To name cells
  • To navigate workbooks using named ranges
  • To create named ranges based on cell values
  • To delete named cells/ranges
  • To AutoFormat a cell range
  • To remove the effects of AutoFormat
  • To create a custom number format
  • Using custom number formatting codes
  • To format a range of cells using conditional formatting
  • To use the Paste Special command
  • ‘Paste Special’ options
  • Transpose data


  • What is ‘worksheet protection’?
  • To protect a worksheet
  • To un-protect a worksheet
  • To protect cells
  • To unprotect cells


  • To freeze column titles
  • To freeze row titles
  • To freeze row and column titles at the same time
  • To unfreeze rows or columns
  • To hide worksheets
  • To re-display hidden worksheets
  • To create subtotals
  • To remove subtotals


  • To specify a password for opening a workbook
  • To specify a password for saving a workbook
  • To use the ‘read-only recommended’ option
  • To use the ‘Always create backup’ option
  • To protect a workbook
  • To un-protect a workbook
  • To remove a password from an Excel workbook


  • To link individual cells within a worksheet
  • To link charts to data within a worksheet
  • To link a cell range on one worksheet to another worksheet (in the same workbook)
  • To link charts between worksheets
  • To link data from one workbook to another
  • To link a chart from one workbook to another
  • Copying a chart from one workbook to another
  • To copy data to the Clipboard
  • To embed data (or a chart) from Excel into a Word document
  • To Paste Link selected Excel data / chart to a Word document
  • To consolidate data over several worksheets


  • What are templates?
  • To use a template
  • To create a template
  • To edit a template

Charts and Templates

  • To use the Chart Wizard to create a chart
  • To quickly create a chart using default settings
  • To change the angle of pie chart slices
  • To format the chart axis numbers
  • To format the chart axis scales
  • To format the chart axis text
  • To move a chart item
  • To resize a chart item
  • To re-position a chart title
  • To re-position a chart legend
  • To re-position a chart data label
  • To explode all the segments within a pie chart
  • To delete a data series in a chart
  • To add a data series to a chart
  • To modify the chart type for a defined data series


  • What is the ‘Insert Function’ utility?
  • Ways to access the Function Wizard
  • To use the Insert Function to enter a function
  • Using the mouse to enter information into the Function Wizard
  • To use the TODAY function


  • What are Pivot Tables?
  • To create a PivotTable
  • To drop data into the Pivot Table
  • To modify data and refresh the Pivot Table
  • To group data within a Pivot table


  • What is the ‘Scenario Manager’?
  • Scenario Manager – an example
  • To show a scenario
  • To view an alternative scenario
  • To create a scenario summary
  • Data analysis
  • Statistical Analysis
  • Solver

Additional information


Beginner, Intermediate, Advanced


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