Functions, Data Analysis, Presentation and Finance w/ Excel

BY
Udemy

Acquire an understanding of building advanced functions, pivot tables, and financial models utilizing Excel, Power Pivot, and Power BI.

Mode

Online

Fees

₹ 4699

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

Matthew Fried - Professional Instructor created the Functions, Data Analysis, Presentation, and Finance w/ Excel online certification, which is offered by Udemy and is designed for candidates who want to learn how to use Microsoft Excel, Power BI, and Power Pivot to understand, analyze, and present data. The Functions, Data Analysis, Presentation, and Finance w/ Excel online course by Udemy focuses on demonstrating a practical grasp to assist applicants to develop financial models.

Functions, Data Analysis, Presentation and Finance w/ Excel online classes teach how to use pivot tables and the data model to combine data analysis and data presentation. Candidates will learn about topics such as data analysis, data visualization, data validation, finance, financial analysis, charting, grouping, and Monte Carlo analysis, as well as a thorough understanding of buttons, charts, conditional formatting, and all of Microsoft Excel's standard features.

The highlights

  • Certificate of completion
  • Self-paced course
  • 33 hours of pre-recorded video content
  • 59 downloadable resources
  • Quizzes

Program offerings

  • Online course
  • Learning resources. 30-day money-back guarantee
  • Unlimited access
  • Accessible on mobile devices and tv

Course and certificate fees

Fees information
₹ 4,699
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

Knowledge of data visualization

After completing the Functions, Data Analysis, Presentation, and Finance w/ Excel certification course, candidates will gain a thorough understanding of Microsoft Excel and VBA principles. Candidates will learn about finance, data analysis, data visualization, data validation, financial analysis, and Monte Carlo analysis, all of which are supported by Excel. Candidates will gain a practical understanding of pivot tables, charts, functions, stock-bond returns, and data models, as well as learn about tools such as Power BI and Pivot Power. Candidates will also learn how to use graphing, grouping, model prediction, and presentation techniques.

The syllabus

Introduction

  • *Introduction
  • *How to Maximize this Course

HW #1: Excel Tools and Organization

  • *Basics
  • *Introduction to Functions and Inputting Data
  • Assistance with Section 1
  • Chapter 1 Quiz

HW #2: Functions and All They are Cracked Up To Be

  • *Basics
  • Assistance with Section 1
  • Assistance with Section 2
  • Assistance with Section 3
  • Chapter 2 Quiz

HW #3: Buttons and Path Generation

  • *Basics: Stochastic Paths and an Intro to VBA
  • Assistance with Section 1
  • Assistance with Section 2
  • Assistance with Section 3
  • VBA Introduction

HW #4: Interactive Charts

  • *Basics
  • Assistance with Section 1
  • Assistance with Section 2
  • Assistance with Section 3
  • Chapter 4 Quiz

HW #5: Creating Data in Excel with VBA

  • *Basics
  • Assistance with Section 2
  • Assistance with Section 3
  • Assistance with Section 4
  • Chapter 5 Quiz

HW #6: Financial Functions

  • *Basics
  • Interactive Stock Chart LookUp
  • PMT and FV Functions
  • Another PMT, Data Table, Goal Seek and Solver Example
  • Bonds and Duration
  • Amortization Table 1
  • Amortization Table 2
  • Chapter 6 Quiz

HW #7: Formatting and Financial Data

  • *Basics
  • Assistance with Section 2
  • Assistance with Section 3
  • Chapter 7 Quiz

HW #8: Random Numbers, Monte Carlo and Stock Returns

  • *Basics: Randomness and Returns
  • Random Numbers
  • Linear Congruential Generator
  • Monte Carlo Type 1
  • Monte Carlo Type 2
  • Box Muller
  • Stock Bonds Returns
  • Multi Asset Portfolio
  • Chapter 8 Quiz

HW #9: The "IF" Functions, Database Functions, Filters, and Trendlines

  • *Basics
  • CountIf and AverageIf Examples
  • Database Functions
  • Advanced Filter
  • Practice Worksheet
  • Creating Trendlines with TREND
  • Evaluating Trendlines
  • Statistical Analysis in Excel
  • Chapter 9 Quiz

HW #10: Data Validation and More VBA

  • *Basics
  • Introduction
  • Data Validation 1
  • Data Validation 2
  • Using Data Tables for Advanced Decisions
  • Filling in a Column with Advanced Choices
  • Using VBA to Set Information in Columns
  • Nested Formulas
  • Vlookup
  • Iferror Function
  • Creating a Unique ID with a Hash Function
  • Practice Worksheet
  • Chapter 10 Quiz

HW #11: Charting and Grouping

  • *Basics
  • Assistance with Charting
  • Grouping Chart Data
  • Correlation Rank and Data Bars
  • Grouping with Arrays
  • Grouping with Pivot Tables
  • Chapter 11 Quiz

HW #12: Pivot Tables

  • *Basics
  • Importing Data
  • Looking at the Data Model
  • Tables and Pivot Tables
  • Pivot Tables
  • Chapter 12 Quiz
  • Clustering Data
  • Clustering Example

Excel Tutorial/Summary/Review

  • Names
  • Sorting and Filtering
  • Functions
  • Text
  • Dates
  • Countif, Sumif, Averageif
  • Tables, Database Functions, Advanced Lookup, Grouping and Subtotal
  • Vlookup, Lookup, Index/Match
  • Specialized Lookup Examples
  • Financial Formulas
  • Arrays
  • Charts and Trendlines
  • Pivot Tables
  • Conditional Formatting and Data Validation
  • Data Table and Solver

Worksheets

  • Worksheet #1
  • Finishing Up Worksheet #1
  • Worksheet #2

Monte Carlo

  • *Basics
  • Full Discussion of Random Numbers and Applications
  • Basics of Monte Carlo - Concept
  • Basics of Monte Carlo - Excel
  • M.C. Example with Options (and done in VBA with Data Tables)
  • Monte Carlo with Options
  • Monte Carlo in Depth (Advanced)
  • Delta Hedging VS Stop Loss, Euler Method for Pricing Options (Advanced)

The Data Model: Example 1

  • Loading Data and Calculated Columns
  • Basic DAX Functions and Pivot Tables
  • The X (iterator) functions and Calculate
  • VALUES, ALL, FILTER

The Data Model: Example 2

  • Adding Basic Measures
  • CALCULATE and ALL
  • Related and Unrelated Tables

Power BI: Intro Examples

  • Intro Example 1
  • Intro Example 2a

Data and Visualizations Overview

  • Visualizations 1: Choosing an Effective Visual
  • Visualizations 2: Getting Rid of Clutter and Focusing Attention
  • Visualizations 3: General Design
  • Doughnut Charts

Advanced Excel Review

  • *Basics
  • Dynamic Comparison
  • Nested Ifs
  • Drop-down list and dynamic chart with checkboxes
  • Option Button
  • Nested ifs, option buttons, lookups
  • Stochastic Path Generation choosing MU and SIGMA - Buttons
  • Stochastic Path Generation and Check Buttons
  • Spin Buttons and Loans
  • ComboBox Excel
  • Solver Example
  • Data Tables, Uniform and Normal Random Numbers
  • Forecast Sheet and Analyze Data

VBA Slides, Concepts, and Introduction

  • General Slides Introduction to VBA
  • General Slides Intro to Decisions and Loops
  • General Slides Intro to Arrays
  • General Introduction to Buttons and Ranges
  • General Introduction to Financial Applications with VBA

VBA Overview

  • Intro Discussion of VBA
  • General Overview of VBA #1
  • General Overview of VBA #2
  • Basics of VBA
  • Many ways to do the same thing
  • For, while and if practice examples
  • Introduction to Arrays in VBA
  • Practice with Arrays 1
  • Wide Ranging Example with VBA
  • Lots of Practice Steps
  • VBA Functions Examples #1
  • VBA Functions Examples #2
  • Sorting
  • Functions and Sorting Practice
  • Userforms (1)
  • Userforms (2)
  • Userforms (3)

VBA Practice

  • Practice Set 1
  • Practice Set 2
  • Practice Set 3
  • Practice Set 4
  • Practice Set 5

Financial Analysis

  • Regression (1)
  • Regression (2)
  • Arrays, Linear Algebra, Bonds with Data Tables and Solver
  • Regression (3)
  • Portfolio Optimization 1
  • Portfolio Optimization 2
  • Pricing Swaps

Final Project Ideas

  • Ideas for Final Projects - Teaching
  • Ideas for Final Projects - Business
  • Ideas for VBA 1
  • Ideas for VBA 2
  • Assistance with a Cover Page

Multiple Choice Review Section

  • Review for Test 1: a
  • Review for Test 1: b
  • Review for Test 1: c
  • Review for Test 2: a
  • Review for Test 2: b
  • Review for Test 2: c
  • Review for Test 2: d
  • Review of VBA for Test

Instructors

Mr Matthew Fried

Mr Matthew Fried
Professor
Freelancer

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