Data Analysis Using MS Excel
Course Description
MS Excel application is an extremely popular & powerful tool that possesses the ability to rapidly develop professional-looking workbooks and dynamic reports to efficiently summarize and represent finance and non-finance data.
Data Analysis using Excel course offers an immersive training of MS Excel application and makes candidates ready to perform most used data analysis in MNCs, investment banks, offshore research firms and other finance related MNCs.
Some of the areas include excel shortcuts, sorting, filtering, conditional formatting, paste special, pivot table. It covers a wide variety of functions, creation and formatting of charts which can be used in PowerPoints.
This program also covers dynamic dashboards, solver, goal seek, sensitivity analysis, workbook protection, validation, grouping and much more. Have a look at our day wise content for more details:
Curriculum
Day 1 – MS Excel Basics - i.e. Sorting, Filteting, Functions
- Keyboard Accelerators and Shortcuts
- Create and Customize the Excel List
- Data entry with AutoFill Feature
- Working with Advance Cut, Copy, Paste Command
- Use of Find and Replace
- Using Paste Special
- Sorting and Filtering
- Advanced Formatting
- Mathematical Functions
- Text Functions
- Statistical Functions
- Date & Time Functions
- Array Functions
- Reference and Lookup Functions
- Financial Function
- Pivot Table and Pivot Chart Reports
- Dashboard and Excel Macros Introduction
- Keyboard shortcuts
- Paste Special
- Dashboard and Excel Macros Introduction
- Functions (Mathematical, Text, Stats, Date and Time, Transpose, Sum product)
- Sum, Product, Power, SQRT, ABS, Lower, Upper, Text, Search, Len, Replace, Left, Right, Count, Min, Max, Average, CountA, AverageA, Today, Now, EOMonth, Transpose, Sumproduct, etc
Day 2 – MS Excel Formulas and Functions
- Stats Functions (SumIF, CountIF, SumIFs, CountIFs, AverageIF etc)
- Informative Functions (Isblank, Isnumber, Istext, Iserr)
- Database Fundtions (Dsum, Daverage, Dcount, Dmin)
- Logical Functions (If, Iferror, And, Or, Ture, False)
- Look and Ref Functions (Vlookup, Hlookup, Indirect, Index Match, etc)
- Various examples of Index / Match
- Financial (PV, FV, NPV, PMT)
Day 3 – MS Excel - Data Validation, Conditional Formatting, What If
- Grouping / Ungrouping
- Creating Drop Down List
- Conditional Formatting
- Data Validation
- What if Analysis (Goal Seek, Scenario, Data Table)
Day 4 – MS Excel - Graphs, Charts, Dashboards
- Creating Pivot Table and Charts Reports
- Column, Stacked Column, and Bar Charts
- Line Chart, Pie chart, Waterfall Charts
- Design Simple Dashboard using Charts Graphs
- Link charts with Presentations
- Introduction to VBA / Macros
- Macro Recording, Running, Setup
How It Works
Students Speak
Jay Veer
Google Reviews
"CFI Education is a Good coaching institute for CFA Exam preparation. I passed two levels of the Cfa exam in consecutive attempts and giving level 3 in 2019. I will suggest joining CFI Education Institute if you want to prepare for the CFA Exam."
Pankaj Gupta
Google Reviews
"Great guidance and explanation of concepts that make it very easy to understand difficult topics. Have done CFA Level 2 and 3 coachings from CFI Education & cleared both levels in the first attempt. Highly recommended for CFA coaching."
Amit Rajpal
Google Reviews
"The examples/case studies used to explain the concepts was extremely relevant. Highly recommended to those looking for Financial Modelling, Investment Banking and CFA Prep Classes."
Akshay Goyal
Google Reviews
"I had a great learning experience with CFI Education that enabled me to get through CFA Level 1 exam. The institute provides highly qualified faculties for teaching different sections of the curriculum. Nice teaching methodology adopted."
Chems Arora
Google Reviews
"Very effective faculty for Financial modeling and prep for CFA level 1. Helped me in clearing both and helped me landing into relevant job... Owner is pretty experienced and humble guy, keeps you motivated for career plan."
Venus Saini
Google Reviews
"CFI Education is a great institute for you to learn financial modelling and valuation. The teachers are very cooperative and clear all doubts,even after completing the course Sandeep Sir always helps with the doubts. Placement Assistant is also very good. It's highly recommend if one wants to learn and want placement assistance also."
Shalu Kaushik
Google Reviews
"CFI institute is a good place to learn financial modeling, all the teachers are very supportive and helpful. Teachers give attention to each and every student in the class. Even after class teachers are ready to clear doubts. Placement support is excellent here, special thanks to Sandeep sir for all his guidance and support."
Shayak Upadhyay
Google Reviews
"Great going CFI. Fantastic course and great teachers. Thanks Sandip to you and your team. The course is excellent and extremely useful! keep it up!"
Ashok Garg
Google Reviews
"My daughter, Nain, took a number of classes with Sandeep. She found him to extremely helpful, accessible and knowledgeable. I don't generally write reviews but I think on this occasion, it is essential to recognize an instructor who selflessly found extra time in their busy day to help support a student. My deep appreciation for Sandeep and the Institute for hiring such talented and capable faculty."
Swati Gupta
Google Reviews
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Akash Rawat
Google Reviews
"CFI Institute is one of the finest institutes to get the basics right in financial modeling and valuation. The program integrates a good mix of advanced excel, financial accounting, and valuation methodology. All the topics like the Three-statement model, DCF valuation, Trading comps, and Transaction comps are very well covered. This curriculum is certainly a "Yes" for all the new joiners who are striving for their place in the financial modeling and investment banking area. Faculty act as a mentor who will advise Do's and Don'ts at each step starting from the program to the Interview process."
Pooja Jindal
Google Reviews
"Highly recommended to those looking for Financial Modelling and valuation course .Student support and placement assistance is a plus . Faculty is responsive to the queries.The examples / case studies used to explain the concepts was extremely relevant.Even after finishing the course I have access to the institute for career help, interviews etc."
Priyanka Behl
Google Reviews
"Faculty is very informative and helpful. With the help of their guidance I cleared interview for investment banking profile. Totally recommended to joiners."
Anuraag Roy
Google Reviews
"Go for it. Being a person who's miles away from any financial topic, it really made a difference. The faculties were super supportive, and as I needed a bit more guide than other do, it was perfect. They even conducted multiple doubt sessions. And before each class, we had a review for 30 minutes, and then we'd go with new topics. So, being a person from Engineering background who just wanted to explore the finance- it never hurts to learn something new, I'd recommended the CFI team 100%."
Reach out to our counselor at
+91-9354266554 or mail us at [email protected]
+91-9354266554 or mail us at [email protected]