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Tim Vipond – CFI Education – Advanced Excel Formulas & Functions download, Tim Vipond – CFI Education – Advanced Excel Formulas & Functions review, Tim Vipond – CFI Education – Advanced Excel Formulas & Functions free
Tim Vipond – CFI Education – Advanced Excel Formulas & Functions
Advanced Excel Formulas & Functions
This advanced Excel course is designed to take Excel users to the next level by illustrating advanced functions and formulas.
Understand how to reference data using INDEX and MATCH
Manipulate text-string data using functions like RIGHT, CELL, LEN, and FIND
Apply data analysis tools, like data tables and PivotTables
Master charting features like creating a gauge chart
Overview
Recommended Prep Courses
These preparatory courses are optional, but we arecommend you to complete the following course(s) or possess the equivalent knowledge before enrolling in this course:
Excel Fundamentals – Formulas for Finance
Building a 3 Statement Financial Model
Scenario & Sensitivity Analysis
Advanced Excel Formulas & Functions Course Overview
Learn the most advanced formulas, functions, and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Excel Fundamentals – Formulas for Finance. It is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level. This advanced tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A.  By watching the instructor build all the formulas and functions right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them.
Advanced Excel Formulas & Functions Course Content
This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis. The main formulas & functions covered in this training course include:
INDEX and MATCH
IF with AND / OR
OFFSET combined with other functions
CHOOSE for creating scenarios
INDIRECT combined with other functions
XNPV and XIRR
CELL, COUNTA, and MID functions combined together
PMT, IPMT, and principal payment calculations
The main types of data analysis in this advanced tutorial include:
Data tables
Pivot tables
Column and line charts
Stacked column charts
Waterfall charts
Gauge charts
What will I get from this advanced Excel training course?
Learn everything you need to be a world-class financial analyst
Received advanced Excel spreadsheet training
Master advanced formulas and functions
Create sophisticated outputs for financial analysis, including beautiful tables, charts, and graphs
Easy to follow video-based tutorials and lessons
Register now for our Advanced Excel Formulas & Functions course and become an Excel power user! Â For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A), this class will give you the confidence you need to be a leader in performing financial analysis at your organization.
Financial modeling & Financial Analyst Training
From beginner to advanced, this Excel modeling course is designed to teach you how to be a complete financial analyst. This class is one of the nine required “Core†courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.
What you’ll learn
Introduction
Course introduction
Learning objectives
Download Excel files and course notes
Excel Template Setup
Template setup learning objectives
Dynamic dates and time periods with IF statements
IF statement exercise
Dynamic totals and averages with the OFFSET function
OFFSET function exercise
Scenarios with the VLOOKUP and CHOOSE functions
Dynamic outputs with IF statements
Template formatting
Interactive exercise 1
Financial Statements
Financial statements learning objectives
Debt schedule with PMT, IPMT, and IF functions
PMT and IPMT function exercise
XNPV and XIRR with DATE and IF functions
Adding OFFSET to XNPV and XIRR
XNPV and XIRR function exercise
Formatting with sections and grouping
Financial Analysis
Financial analysis learning objectives
Summary data with VLOOKUP
INDEX function
MATCH function
INDEX MATCH MATCH
Goal seek (what-if analysis)
Dynamic totals with INDIRECT and SUM functions
Interactive exercise 2
CELL function
COUNT and COUNTA functions
Creating table of contents with CELL function
RIGHT, CELL, LEN, and FIND functions
Combining RIGHT, CELL, LEN, and FIND
Combining IF with AND, OR formulas
Interactive exercise 3
Tables
Tables in Excel learning objectives
Download pivot table files
Setting up a data table
Linking and formatting the data table
Setting up a pivot table
Pivot table field settings
Pivot table filters
Pivot table calculated fields
Pivot table slicer and timeline
Interactive exercise 4
Charts
Charts in Excel learning objectives
Combination column and line charts
Stacked column chart
IFERROR function
Dynamic charts
Dynamic charts continued
Learn more about charts
Additional Resource: Waterfall chart template download
Interactive exercise 5
Macros
Macros learning objectives
Recording macros
Form control
Interactive exercise 6
Final Product
Review of the final product
Download the final product
Summary
Qualified Assessment
Qualified assessment
