Description
Financial Data Using Excel
Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation AND A LOT MORE.
Our Financial Data Using Excel training will help you gain knowledge and skills in using Excel for Financial Data forecasting.
COURSE OUTLINE
Excel’s Built-In Functions and Analysis Tools
- Financial Functions
- Logical Functions
- Statistical Functions
- Mathematical and Trigonometric Functions
- Lookup and Reference Functions
- Date and Time Functions
- Text Functions
- Information Functions
- The Analysis Tool-Pack
How to Build Good Excel Models
- Attributes of Good Excel Models
- Documenting Excel Models
- Debugging Excel Models
- Using Formula Auditing Tools for Debugging
- Learning Modeling Using Excel
Inserting Functions
- Functions that need multiple range references
- Function within a Function
- Enhanced Formula Bar
Tracing Cell reference
- Auditing Toolbar
- Error checking
Loans Repayment
- Single period payment on Principal & Interest
- Relation between NPER & RATE
- Mapping EFFECT & NOMINAL
Functions for Statistics
- AVERAGE
- TRIMMEAN – Trimmed Mean
- HARMEAN – Harmonic Mean
- GEOMEAN – Geometric Mean
- MEDIAN & MODE
- QUARTILE & PERCENTILE
- MAX, MIN, LARGE, SMALL
Other Useful Functions
- COUNT, COUNTA, COUNTBLANK
- SUM, PRODUCT, SUMPRODUCT
- SUMIF, COUNTIF, IF
- DEVSQ
- AVEDEV
Data
- 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
Protection
- What is ‘worksheet protection’?
- To protect a worksheet
- To un-protect a worksheet
- To protect cells
- To unprotect cells
Display
- 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
Security
- 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
Linking
- 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
Templates
- 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
USING FUNCTIONS
- 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
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