Analysing Financial Data in Excel Training Course

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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


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 3700EUR
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.
Private Remote Private Remote
The instructor and the participants are in two different physical locations and communicate via the Internet
From 2800EUR
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 Remote
1 3700EUR 2800EUR
2 2235EUR 1735EUR
3 1747EUR 1380EUR
4 1503EUR 1203EUR
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