Advanced Excel Course

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 Advanced Excel…

Combinations of functions

Dynamic analysis

Scenarios

Dynamic outputs and chart

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CFI Instructors
Meet the global team of CFI instructors

Tim Vipond Justin Sanders Scott Powell

CEO & Instructor Instructor Director & Instructor
Vancouver London Vancouver

Lisa Dorian Ryan Spendelow

Director & Instructor Instructor
New York Hong Kong

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 Key Learning Objectives

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Objectives

Dynamic Time Dynamic Dynamic

Periods Financial Financial
Statements Analysis

Dynamic Dynamic Charts Macros

Tables

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 About this course

Designed for financial analysts in investment banking, equity research,

FP&A, corporate development

Teaches Excel 2016, 2013 and 2010

Assumes you know the basics (shortcuts, standard formulas)

Advanced functions and formulas so even experts will learn a lot

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 Template Setup

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 Learning objectives

Dashboard

Dynamic time periods

Summary data

Scenarios

Dynamic calculations/schedules

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 Financial Statements

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 Learning objectives

Financial Conditional Dynamic time

Layout Grouping
calculations formulas periods

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 Financial Analysis

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 Learning objectives

Lookup and data query functions

What-if and goal seek

Sensitivity analysis

Additional useful functions (odds and ends)

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 Output – Tables

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 Learning objectives

Data tables

Pivot tables

Presentation

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 Output – Charts

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 Learning objectives

Single series charts

Multi-series charts

Special charts

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 Dynamic Analysis & Charts

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 Learning objectives

Changing Between Time Periods (M, Q, A)

Dynamic Sum and Average

Defined Name and Ranges

Chart Linking

Formatting

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 Macros

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 Learning objectives

Recording Faster formatting Special buttons

a macro

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 Wrap Up

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Session objectives

Follow industry best Dramatically speed up

practices your financial modeling

Make your analysis more Be a world class

powerful and dynamic financial analyst

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Advance
your career
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