Course Outline

Excel for Financial & Data Analysis 2
This course is the second part of a two-day course that covers Excel features and functions most commonly used by finance professionals. In these six hours the course reviews Excel basics such as using templates and workbook and worksheet protection as well as advanced concepts including Advanced Filter and hyperlinks. Participants will learn conditional formatting techniques, using both built-in and formula-based conditions. The course covers chart and graph basics and a variety of powerful but not widely known Excel shortcuts. 6 hours

Functions and formulas

  • Using the Functions Argument dialog box
  • CONCATENATE
  • Conditional formatting
  • Using Paste Special commands

Data analysis tools

  • Basic chart techniques
  • Using Advanced Filter
  • Protection
  • Workbook protection

Productivity enablers

  • Using hyperlinks
  • Using workbook templates
  • Super shortcuts
Prerequisites:  Excel level 1 or equivalent experience. Note: to get the full benefit of this course, participants should also take Excel for Finance Professionals Part One.

Revised 8/14/2011
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Computer Magic Training • 4030 Moorpark Avenue • Suite 108 • San Jose, California 95117 • 408-261-2600