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Excel for Finance Course - Online Learning with Certificate
Excel for Finance

Excel for Finance

This advanced course will guide you from preparing raw data for analysis to building an automated dashboard. You will learn how to calculate the Profi…Show more
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Course for Intermediate Level


5 modules 5 modules
Interactive environment Interactive environment
22 chapters 22 chapters
AI Assistant AI Assistant
13 assignments 13 assignments
Shareable Certificate Shareable Certificate

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Outcomes
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Outcomes
Outcomes
Course content
Related courses
Testimonials
Features
Pricing
FAQs

What you will learn

Why Power Query and Power Pivot in Excel
Connecting to External Data Sources (Basics of Power Query)
Transforming Raw Data, or the Magic of Power Query
Data Models and Power Pivot: One-to-Many, Many-to-Many Relationships
Basics of DAX
Connecting to Google Sheets and Web Resources

Course content

This advanced course will guide you from preparing raw data for analysis to building an automated dashboard. You will learn how to calculate the Profits & Losses for a small business, "The Ar…
Prepare to discover the fundamentals of Power Query, including navigating the Get Data tab, establishing connections with databases and Excel workbooks, and effectively merging queries to streamline your data processing tasks.
You will dive deeper into Power Query's capabilities by connecting and integrating data from CSV files and folders. This section will guide you through adding custom columns, merging data sources, handling errors gracefully, and efficiently grouping and unpivoting columns to prepare data for advanced analysis.
The section covers advanced data preparation, relationship building, and calculation methods using Power Pivot.
Delve into creating a highly automated and interactive dashboard from start to finish. We explore advanced features such as pivot charts, KPI integration, and slicers to enhance functionality and user interaction.
Discover advanced functions to create an interactive and automated report for calculating key financial metrics on a monthly basis.
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