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A skilled, top-notch financial analyst needs to be able to
efficiently perform detailed data analysis. This course will teach you
advanced Excel tools that will streamline your process and allow you to
conduct more in-depth analysis. You will learn more efficient ways to
apply commonly-used formulas; discover often over-looked Excel formulas;
analyze data using functions such as pivot tables, vlook-up, subtotals,
and regression analysis; enhance your spreadsheets with drop boxes, data
validation, and automate alternate row shading; learn how to build and
automate simple macros; and more! You will leave the class better
prepared to leverage the capabilities of Microsoft Excel for maximum
efficiency and improved analysis.
Bring your laptop to class (with Microsoft Excel installed and a CD-ROM
drive). PC laptops recommended.
Prerequisite: Intermediate proficiency using Excel is
required. This is a technical workshop. To obtain the desired financial
background, NYSSA’s “Corporate
Valuation Methodologies” class is highly recommended as a
precursor.
Note: To maximize the educational value of this program, it is strongly
recommended that you have a basic understanding of Excel and are
familiar with its functions and features. Lack of basic Excel skills
will impede your ability to effectively acquire and implement the
techniques and shortcuts that are presented in this program. If you have
any questions, or for further information, please contact the Education Department
at education@nyssa.org.
Level: Advanced
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