Course Overview
Course Description
This comprehensive 5-day course equips finance professionals with advanced Excel skills for creating sophisticated business and financial reports. Participants will master complex formulas, data modeling techniques, and visualization tools to transform raw data into actionable insights. The course emphasizes hands-on practice with real-world financial scenarios to ensure practical application of learned concepts.
Learning Objectives
- Develop advanced Excel skills for complex financial modeling and analysis
- Master data visualization techniques for creating impactful financial dashboards
- Learn to automate reporting processes using Excel's advanced features
- Enhance decision-making capabilities through advanced data analysis techniques
- Gain proficiency in creating dynamic, interactive financial reports
Course Modules
Day 1: Advanced Excel Functions for Financial Analysis
- Complex financial functions (NPV, IRR, XNPV, XIRR)
- Advanced lookup functions (INDEX-MATCH, XLOOKUP)
- Array formulas and dynamic arrays
- Power Query for data transformation
Day 2: Financial Modeling Techniques
- Building three-statement financial models
- Sensitivity analysis and scenario planning
- Valuation models (DCF, comparable company analysis)
- Monte Carlo simulation for risk analysis
Day 3: Data Analysis and Business Intelligence
- PivotTables and PivotCharts for financial reporting
- Power Pivot for data modeling
- DAX (Data Analysis Expressions) for advanced calculations
- Creating KPI dashboards
Day 4: Advanced Data Visualization
- Custom chart types for financial data
- Interactive dashboards using form controls
- Conditional formatting for data presentation
- Sparklines and data bars for trend analysis
Day 5: Automation and Reporting Best Practices
- VBA macros for report automation
- Building dynamic report templates
- Data validation and error checking
- Best practices for financial report design
Practical Wins for Participants
- Create a fully automated financial dashboard
- Develop a flexible three-statement financial model
- Build an interactive budget variance analysis tool
- Design a dynamic executive summary report
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