Course Content
Data Management and Formulas
- Data Organization and Management
- Advanced Formulas for Financial Analysis
- Date and Time Functions
Financial Analysis and Visualization Tools
PivotTables and PivotCharts for Financial Reporting
- Building PivotTables for summarizing large datasets e.g., expense analysis, variance reporting.
- Creating PivotCharts to visualize financial data and KPIs.
- Using Slicers and Timelines for interactive reports.
Data Analysis Techniques
- Using Goal Seek and Scenario Manager for budgeting and forecasting.
- Implementing Data Tables for sensitivity analysis e.g., impact of changes in cost variables
- Introducing Solver for optimization e.g., maximizing profit or minimizing costs
Dashboards and Conditional Formatting
- Building dynamic dashboards using Excel’s tools e.g., linking charts, tables, and slicers.
- Applying conditional formatting for highlighting trends, variances, and outliers.
- Creating Sparklines for quick visual insights within financial reports.
Integration, and Reporting
- Power Query and Power Pivot for Data Automation
- Using advanced charts e.g., waterfall charts, combo charts for effective financial presentation.