Intermediate Excel for Financial and Business Analysis

This intermediate course is to make participants understand some critical functions and their usages in MS Excel. It starts with Data Manipulations, and goes on to Formatting and Displaying Techniques, Creating organizations, Linking of Data and Worksheets, all through to Querying of your Databases.

Course Contents

Day One

Manipulating Data and Named Ranges

• Paste Special

• Transposing data

• Importing text and delimiting by space, comma or tab

• What does naming a cell range mean?

• Rules for naming cells and ranges

• Naming cell range(s) in a worksheet

• Named ranges within formulas

• Navigating through workbooks using named ranges

• Creating named ranges automatically based on cell values

• Deleting named cells/ranges

• Creating organisations

• Removing organisations.

Templates

• Using templates

• Creating templates

• Opening and editing templates.

Formatting and Display Techniques

• Formatting tables

• Formatting tables using table styles

• Formatting cell ranges using conditional formatting

• Creating custom number formats

• Freezing the top row

• Freezing the first column

• Freezing the top row and the first column at the same time

• Hiding and un-hiding rows

• Hiding and un-hiding columns

• Hiding and un-hiding worksheets.

Day Two

Sorting and Querying Data

• Sorting internal Excel databases

• Custom sort options

• Using AutoFilter to query data

• Multiple queries

• Removing filters

• Top 10 AutoFilter

• Filtering unique records

• Advanced Filter.

Linking and Consolidating Data

• Linking individual cells within a worksheet

• Linking charts to data within a worksheet

• Linking a cell range on one worksheet to another worksheet (within the same workbook)

• Linking data on one worksheet to a chart in another worksheet (within the same workbook)

• Linking data from one workbook to another

• Linking a chart from one workbook to another

• Copying data from Excel into a Word document

• Linking data from Excel into a Word document

• Copying a chart from Excel into a Word document

• Linking a chart from Excel into a Word document

• Consolidating data over several worksheets or worksheet pages.

Day Three

Charts Formatting Techniques

• Changing the angle of pie chart slices

• Formatting the chart axis fonts

• Formatting the chart axis scales

• Formatting the chart axis text orientation

• Creating and positioning a chart title

• Re-positioning a chart legend

• Re-positioning chart data labels

• Exploding the segments within a pie chart

• Deleting a data series within a chart

• Adding a data series to a chart

• Modifying the chart type for a defined data series

• Widening the gap between columns / bars within a 2-D chart

• Inserting an image into a 2D chart (as a background)

• Inserting an image into a 2D chart (to format a column or bar of data).

Day Four

Protection and Security

• Specifying a password for opening a workbook

• Using the “read-only recommended” option

• Removing a password from an Excel workbook

• Protecting a worksheet or worksheet elements

• Removing workbook protection

• Allowing selective editing of a protected worksheet.