This 3-day course aims to understand what data is and the importance of data analysis using various tools, charts and tables in Excel. The participants, through an extensive use of hands-on exercises, will also learn how to visually summarize and report the data using dashboards.
Understand the fundamentals of using data in Excel
Learn how to combine and condense information into a logical framework
Apply the different techniques for data analysis
Explore the use of charts and tables for effective analysis
Create dashboard reports for a more structured and visual presentation of the summary
This course is very hands-on and practical. Each participant will be expected to create their own reports, charts and models utilizing the tools and techniques covered during the course.
Introducing Data Analysis and Relationships
Understanding information into a logical framework in Excel
Increase efficiency using Shortcuts
Essential Excel functions for Data Analysis:
Text and concatenation functions
Working with Charts and Tables in Excel
Different chart types
Choosing the right chart for the data
Understanding various chart options
Effective Table Design for Presentation
Analyzing Data using Pivot Tables
Visual Design Options
Creating fully interactive charts with checkboxes and dropdowns
Identifying Key Performance Indicators
Principles of Dashboard Design and Reporting
Use of form controls
Making Interactive and Dynamic Dashboards
Vishal Iyer, CFA
Over 6 years of experience in corporate finance; involving the development of derivative strategies, working capital, cash flow and risk management.
Karan Sharma, CFA
Over 10 years of experience in M&A advisory, financial modelling, buy side equity research, advanced excel and financial statement analysis.
Rahul Sonthalia, CFA
Over 12 years of experience in the area of macro-economic research, equity research, investment banking, with specialization in financial analysis, equity valuation, and Financial Modeling.
Currently there are no public classes/sessions scheduled for this course yet. For any in-house or private training, please contact us.
A total course fee of USD 11,250, based on a training day rate of USD 3,750
Additional out-of-pocket expenses to include trainer’s travelling and accommodation expenses