Excel Expert
30 Hours
Any graduate
Get a Globally Accepted Certification
Our course is thoughfully designed in such a way that learner gets the Real Time Investment banking & Equity Research exposure. Learner is not necessarily be from finance background, as our course ensures that Basic finance & account concepts are covered in detail with real time examples.
It is 80% practical with industry used case studies.
Our assessment & presentation evaluations are similar to top investment banks & equity research firms Our expert trainers are on hand to help answer any questions you might have along the way.
Course Features
EXPERT SUPPORT
Online support from our team for all your queries based on ticket based tracking system
CERTIFICATION
Get 3 certifcations inone course financial modeling, equity research and advance excel. You can show them seperately in resume.
REAL TIME CASE STUDIES
Live case studies for each financial topics to ensure that learner can understand it thoroughly.
RESUME PREPARATION
Our expert will assist you in resume building and job portal updation.
LIFETIME ACCESS
You get lifetime access to the FINXL LMS which includes videos, excel spreadsheets, presentations, ebooks, quizzes and case studies.
FORUM
Our career square forum is ths most dynamic platform to connect with expert across the globe.
Introduction
FINXL Advance MS Excel program empowers the participant with a never before seen depth in almost all of Excel's powerful Features with a focus on becoming an Expert, by 'Mastering' each of the mentioned categories.
Course Details
Course duration: Intensive 30 Hours
- Basic Formula
- Formulae that Add/Subtract/Multiply/Divide
- BODMAS/Formula Error Checking
- The Sum Function
- Absolute Referencing
- Problems with Absolute/Relative Cell Referencing, Creating Absolute/Mixed References
- LOOKUP Functions
- The VLOOKUP/HLOOKUP Functions
- PIVOT Tables
- Creating, Formatting Simple PivotTables
- Page Field in a PivotTable
- Formatting a PivotTable
- Creating/Modifying a PivotChart
- LOGICAL FUNCTIONS
- IFs and Nested IF Functions
- Using AND/OR/NOT Functions
- STATISTICAL FUNCITIONS
- Using The AVERAGE/COUNT/LARGER/SMALLER Functions
Using The SUMIF/COUNTIF Functions
- Pivot Tables – Advance
- Adding new calculated Fields / Items
- Changing the Summary Function
- Consolidate Pivot table
- LOOKUP Functions – Advance
- MATCH with VLOOKUP Functions
- INDEX & MATCH Functions
- OFFSET/ INDIRECT functions
- Logical Functions - Advance
- If Loop and Nested IF Loop Functions
- Using IF/ISERROR Functions
- Chart Data Techniques
- The Chart Wizard
- Chart Types
- Adding Title/Legends/Lables
- Printing Charts
- Adding Data to a Chart
- Formatting/Renaming/Deleting Data Series
- Changing the Order of Data Series
- Date/Time Functions
- Using the Today
- Now & Date Functions
- Using theDatedif/ Networkdays/ Eomonth Functions
- Using theWeeknum Functions
- Using theEdate/ Networkdays.Intl/ Weekdays.Intl Functions.
- Text Functions Using
- The Mid/ Search/ Left/ Right Functions
- Using the Trim/ Clean/ Upper/ Lower Functions
- Using theSubsitute/ Text Functions
- Using the Trim/ Clean/ Proper/ Dollar Function
- Validations
- Input Messages / Error Alerts/ Drop-Down Lists
- Conditional Formatting
- Advanced Filters
- Extracting Records with Advanced Filter
- Using Formulas In Criteria
- Advanced Sorting
- Sorting by Top to Bottom / Left to Right
- Creating / Deleting Custom List
- Sort by using Custom List
Hyper / Data Linking
- Hyper linking data, within sheet / workbook
- Linking & Updating links between workbooks & application
Math & Trigonometry Functions
- Using SUMPRODUCT Functions
- Using FLOOR/ CEILING/ MROUND/ MOD/ QUOTIENT Functions
Statistical Analysis
- Conduct sensitivity and ‘What if Analysis’, Scenario Analysis, Dashboards, Interactive Financial Models, Monte Carlo Simulation
Financial Functions
- Loan Amortization Schedule and functions like PV, FV, PMT, Rate, Nper, IPMT, CUMPMT, etc
Summarizing Data
- Creating Subtotals/Nested Subtotals
- SUBTOTALS Formula
Outlining
- Creating/Working with an Automatic/Manual Outline
- Grouping / Ungrouping
Consolidation
- Consolidating Data with Identical/Different Layout
Using Auditing Tools
- Displaying/Removing Dependent & Precedent Arrows
- Evaluate Formula - Step IN/ Step Out
Custom Views
- Creating Custom Views
- Displaying Custom Views
- Deleting Custom Views
Sharing and Protecting Workbooks
- Sharing Workbooks & Tracking Changes
- Protecting sheets / workbooks / Files
Importing & Exporting Data
- Importing Data from Database/ Text Files/ Web
- Exporting Data
- Changing External Data Range
Dashboard Preparation-
- Dashboard for MIS, Analysis, different dashboards for different business types and business segments, will include a self-assignment (formulas like offset, advance formatting, macros, hyperlink, etc.)
Advance Pivot
- Formatting, grouping, computing %, Summarizing Values, Auto report Generation –100s with a click, Calculated Fields, Connecting Multiple Sources of data, Use of Slicer and Report Filter to create quick dashboard, Pivot charts, Power pivot and Power View –Introduction, and other Advance features, Consolidating data across multiple tables
Advance Charts
- Thermometer, Speedometer, Sparklinesand easy formatting techniques Customizing Ribbon
- Have your own ribbon like File, View with your designed Functions to perform repetitive tasks, automation and extremely useful time saving technique. Macros
- Run, record, use, save and work with them
VBA Code Snippets
- To be able to use free VBA code snippets available online and use them to perform certain tasks like convert a number in word form
Pre-Requisites
- Does basic knowledge of Finance / Accounting needed? Not required as we start from basics
- Does basic knowledge of Excel needed? Not required as we start from basics
- Does any Finance degree or Finance background required? Previous finance knowledge will help but not compulsory
Target Audience
- Professionals: Finxl Excel expert is best of the class course designed specifically for Professional like CA, CFA, FRM, MBA, Financial Analyst, Accountant, Tax consultants, Financial Planners, Sales & Marketing, Data Analyst for their day to day use at job.
- Students: If you are perusing CA, CFA, FRM, MBA, B. Com, M. Com, B.E., Graduate, Under Graduate courses and willing to work in Finance, advance excel is must do course for you. Once you do this Advance Excel Training, you don't need to go through any additional material to learn advanced excel. This is the best hands on experience course to make you expert in excel.
Research Companies
Almost everywhere excel skills are needed and therefore mastering in excel will give edge over colleagues.
