Basic to Advanced Excel
What You Will Learn
Basic financial set-up
Dynamic functions & formulas
Data analysis - Regression, What if Analysis
Pivot tables, V Look-up, Index Match
Your Course Overview
11 sections • 49 topics • 5 hrs 14 mins content
1. INTRODUCTION
2 mins
INTRODUCTION
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2. Excel Layout & Settings
40 mins
Layout Overview
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Main Tabs - I
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Main Tabs - II
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General Workbook Settings
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Excel Layout & Settings Workbook
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3. Basic Financial Setup
25 mins
Basic Financial Setup
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Forecasting
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Basic Financial Setup Workbook
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4. Basic Functions
59 mins
Structure of a Function
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Basic Functions - I
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Basic Functions - II
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IF & Related functions
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SumProduct
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Text, Date, & Concatenate Functions
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Basic Function Workbook
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5. Advanced Functions
29 mins
Vlookup & Hlookup
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Index & Match
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Dynamic Hlookup with Match Function
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Choose & Offset
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Nesting Index Match inside IFERROR
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Advanced Function Workbook
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6. Charts & Graphs
30 mins
Basic Charts
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Advanced Charts
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Dynamic Charts using Functions & Data Validation
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Charts & Graphs Workbook
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7. Financial Data Analysis
24 mins
Sensitivity Analysis (Data Table) & Scenario Manager
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Goal Seek & Solver
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Pivot Tables
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Financial Data Analysis Workbook
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8. Time Value of Money
26 mins
Basic Functions
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Advance Functions
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EMI Calculation
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Time Value of Money Workbook
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9. Macros
17 mins
Introduction
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Record & Run a Macro
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Test the Macro
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Macros Workbook
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10. Basics of VBA
47 mins
Introduction to VBA
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The VBA Interface
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Getting Started with Coding
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The MsgBox function
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Creating Variables
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Building Logic using If Else
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Case Method
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Do While Loop
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VBA Workbook
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11. Bonus Session
9 mins
Regression Analysis
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Shortcuts
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About The Course
Welcome to the course on Excel for Finance on Upsurge.club that covers a range of topics that are essential for mastering this tool. Some of the key topics that are covered include Excel Layout and Settings, basic and advanced excel functions, charts and graphs, financial data analysis, time value of money, and macros which will provide you with a solid foundation for becoming a successful stock trader.
In lesson 1, Introduction, you will learn about the significance of acquiring expertise in Excel and get access to the course outline.
In lesson 2, Excel Layout & Settings, you will delve into various tabs and keyboard shortcuts in Excel, as well as investigate essential workbook settings that are beneficial for configuring our financial setup.
In lesson 3, Basic Financial Setup, you will gain the knowledge to establish an Excel layout tailored for financial modeling.
In lesson 4, Basic Functions, you will cover diverse functions, including IF, SUMPRODUCT, CONCATENATE, and many others.
In lesson 5, Advanced Functions, you will delve into advanced functions such as VLOOKUP and HLOOKUP, INDEX and MATCH, CHOOSE, OFFSET, and other advanced techniques as part of our learning journey.
In lesson 6, Charts & Graphs, our focus will be on helping you master the creation of both basic and advanced charts. Additionally, you will explore the intricacies of crafting dynamic charts through the use of functions and data validation.
In lesson 7, Financial Data Analysis, you will examine various methods for analyzing financial data, including sensitivity analysis and scenario analysis. Additionally, you will gain proficiency in utilizing functions such as Goal Seeker and Solver, along with learning the application of Pivot tables.
In lesson 8, Time Value of Money, you will acquire knowledge of both fundamental and advanced functions related to the time value of money. Additionally, you will be proficient in calculating EMI.
In lesson 9, Macros, you will gain the skills to automate tasks through the use of macros.
In lesson 10, Basics of VBA, you will delve into essential concepts of VBA, covering topics such as coding, variable notation, utilizing functions like MsgBox, constructing logic using IF-Else and Case methods, and much more.
In lesson 11, , you will explore the process of conducting regression analysis in Excel, understanding how to analyze and interpret regression models for informed decision-making.
Course Highlights:
- Learn the basic financial set-up
- Explore dynamic functions & formulas
- Analyse data using Regression and What if Analysis
- Learn Macros and VBA
Who is this course for:
- Beginners who are eager to learn basic to advanced Excel
- Anyone who is considering making their career in the field of finance
Learn From - Sanjana Choksi
Research Analyst
4+ Years Experience
2,693 Learners
Sanjana Choksi
Sanjana is a research analyst with experience in collaborating with private equity clients to support their investments, conduct portfolio analysis, and create investment memorandums.Frequently Asked Questions
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