Tim Vipond – CFI Education – Advanced Excel Formulas & Functions

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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!  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