Financial analysis in Excel Training Course

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Course Code


Duration Duration

14 hours (usually 2 days including breaks)

Requirements Requirements

Requires good knowledge of Microsoft Excel. Basic knowledge of finance is also indicated.

Overview Overview

During the training, will present the issues of financial analysis using the advanced features of Excel.

This course is intended for financial analysts, accountants and all those who want to expand their skills spreadsheet with issues of financial analysis.

Course Outline Course Outline

Advanced functions

  • The logic functions
  • Mathematical and statistical functions
  • Financial functions

Search and data

  • Search and matching
  • Functions MATCH (MATCH) and INDEX (INDEX)
  • Advanced management of lists of values
  • Validate the value entered in the cell
  • Database Functions
  • Summary data by using the histogram
  • Circular references - Practical Aspects

Tables and Pivot Charts

  • The dynamic description of the data using PivotTables
  • Elements and calculated fields
  • Visualize data using pivot chart

Working with external data

  • Exporting and importing data
  • Exporting and importing XML file
  • Importing data from databases
  • Connections to a database or an XML file
  • Analyzing data online - Web Query

Analytical issues

  • Option Goal Seek
  • The Analysis ToolPack addition
  • Scenarios, Scenario Manager
  • Solver and optimization data
  • Macros and create your own functions
  • Starting and recording macros
  • Working with VBA code

Conditional Formatting

  • Advanced conditional formatting using formulas and form elements (eg box - checkbox)

Time value of money

  • The current and future value of capital
  • Capitalization and discounting
  • Interest made ​​simple
  • Nominal and effective interest procetowa
  • Cash flows
  • Depreciation

Trends and financial forecasts

  • Types (functions) trend.
  • Forecasts


  • The rate of profit
  • Profitability
  • Investing in securities and risk measures

Guaranteed to run even with a single delegate!
Public Classroom Public Classroom
Participants from multiple organisations. Topics usually cannot be customised
From 1100PLN
Private Classroom Private Classroom
Participants are from one organisation only. No external participants are allowed. Usually customised to a specific group, course topics are agreed between the client and the trainer.
Private Remote Private Remote
The instructor and the participants are in two different physical locations and communicate via the Internet
From 2100PLN
Request quote

The more delegates, the greater the savings per delegate. Table reflects price per delegate and is used for illustration purposes only, actual prices may differ.

Number of Delegates Public Classroom Private Remote
1 1100PLN 2100PLN
2 1000PLN 1500PLN
3 967PLN 1300PLN
4 950PLN 1200PLN
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Upcoming Courses

VenueCourse DateCourse Price [Remote/Classroom]
Kielce, ul. Warszawska 19Wed, 2016-11-09 09:002100PLN / 1400PLN
Warszawa, ul. Złota 3/11Wed, 2016-11-09 09:002100PLN / 1100PLN
Bydgoszcz, ul. Dworcowa 94Wed, 2016-11-09 09:002100PLN / 1200PLN
Szczecin, ul. Małopolska 23Mon, 2016-11-14 09:002100PLN / 1200PLN
Częstochowa, ul. Wały Dwernickiego 117/121Mon, 2016-11-14 09:002100PLN / 1400PLN

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