EIEIOTECHNOVATION
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EIEIO / BUSINESS, FINANCE & QUALITY

Exploiting Financial Analysis Tools

Course outline

2 days

Duration

2 days

Introduction

Some may wonder if it is possible to maintain data integrity in Excel, but experts say that the Excel data problem can be solved with a few tips. This two days training introduces you to Microsoft Excel 2013 features in exploiting financial analysis. Participants will learn how to finding solutions with data table, gold seek and scenarios and resource optimization with solver as well as PivotTable.

Audience

This course is intended for data analysts, intermediate Excel users

Prerequisites

Before attending this course, students should have experience:

  • A basic working knowledge of Microsoft Office Excel

Course Outlines

Analysing Data Dynamically by Using PivotTables

  • Rearranging the Layout
  • Adding New Field
  • Renaming a Field
  • Formatting Numbers
  • Changing Sorting Order
  • Showing Top 10
  • Refreshing Data

Filtering, Showing, and Hiding PivotTable Data

  • Grouping Items
  • Displaying Subtotals
  • Hiding/Showing Grand Totals

Formatting PivotTable

  • Using Slicer & Formatting Slicer
  • Editing PivotTables
  • Rename and reconfigure a PivotTable; create a formula that references PivotTable data

Formatting PivotTables

  • Apply a number format, PivotTable style, banded rows, and conditional formatting; create a custom PivotTable style

Creating PivotTables from External Data

  • Create a PivotTable based on data you import from a text file
  • Creating Second Data Field
  • Changing the Summary Function
  • Displaying Numerical Value as a Percentage of the Total
  • Creating a Custom Calculation
  • More Function in Custom Calculation

Analyzing data and alternative data sets

  • Examining data by using the Quick Analysis Lens
  • Defining an alternative data set
  • Defining multiple alternative data sets
  • Analyzing data by using data tables
  • Varying your data to get a specific result by using Goal Seek
  • Finding optimal solutions by using Solver
  • Analyzing data by using descriptive statistics
  • Key points

Working with Scenarios

  • Creating Scenarios
  • Loading Scenarios
  • Merging Scenarios
  • Editing Scenarios
  • Creating a Scenario Summary Report
  • Deleting Scenarios

Using Solver

  • Setting up the Worksheet
  • Running Solver
  • Generating Reports and Scenarios with Solver
  • Modifying Constraints
  • Setting Solver Options

Using Data Tables

  • Creating One Input Data Tables
  • Creating Two Input Data Tables

Programme scope, delivery arrangements and suitability are confirmed during enquiry.