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Excel for Finance | Codefinity
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 Profits & Losses for a small business, "The Artisan Bakery". Dive deep into the essentials of business analytics with practical, real-world applications and transform data into insightful, actionable outcomes.

Course

Gain insight into a topic and learn the fundamentals

5.0

(2)

Intermediate
Recommended experience
22 chapters
Flexible schedule
Learn at your own pace
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Outcomes
Learning outcomes
Modules
Testimonials
Recommendations
Codefinity advantages
FAQs
Outcomes
Learning outcomes
Modules
Testimonials
Recommendations
Codefinity advantages
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
Details to know
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Assessments13 assignments
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This course is for you, if...
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You’re preparing for a promotionPosition yourself for career advancement by acquiring new skills and knowledge that will make you stand out to your employer
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You’re a jobseeker looking to enhance your resumeAdd valuable skills to your resume and make yourself more attractive to potential employers. This course will give you a competitive edge in the job market.
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You want to escape the 9-to-5 grindOur course provides the skills needed to transition into freelancing or remote work, giving you the freedom to work on your terms.
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You’re passionate about continuous learningStay ahead in the rapidly evolving IT field with our comprehensive course. It’s designed for lifelong learners who want to continuously enhance their skills and knowledge.
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There are 6 modules in this course

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 Artisan Bakery". Dive deep into the essentials of business analytics with practical, real-world applications and transform data into insightful, actionable outcomes.
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.

Chosen by students of top schools

Including 30 out of top-30 U.S. colleges
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michigan
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yale
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rochester
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massachusetts
city-new-york

Why people choose Codefinity for their career

Kwizera Mugisha

Kwizera Mugisha

The teaching methodology at Codefinity is excellent, and I particularly appreciate how it has prepared me to handle real-world coding problems. Currently, I am delving into Node.js and eagerly anticipate building full-stack projects that integrate all the knowledge I have gained.

Sherry Barnes-Fox

Sherry Barnes-Fox

My first course was 4 hours, I did it in a few days, "nugget-style. The instructions are very clear and easy to understand. There is even a hint to help you get the answer, and if you still cannot get the answer, then you can display the answer. I love the learning style that is used, it engages me.

Bill Wagner

Bill Wagner

I have really liked the browser-based lessons that allow me to code within the lesson. The RUN button allows me to test the code I write before submitting for a grade.

Stephanie Chan

Stephanie Chan

As I went through the first course of the Python track, I liked the way the course was lay out (in easy and digestible modules) with little exercises at the end of each concept.

Daniel Chinea

Daniel Chinea

I have gained a lot of practical and logical thinking skills, along with patience for myself and confidence in myself that I can learn programming.

Steve Bruening

Steve Bruening

The learning was progressive and made it easy to follow along and make progress. I could feel my skills increasing and building on each other as the course went along.

Learner reviews

5.0

2 reviews

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Showing 2 of 2 reviews

Author

Artem Oliynyk

5

Reviewed on Nov 12, 2024

Author

Maryna P.

5

Reviewed on Jul 12, 2024

Seems to be useful :)

Recommended if you're interested in learning Excel

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AI-Assisted Learning

Embrace the fascination of Tech Skills! Our AI-assistant provides real-time feedback, personalized hints, and error explanations, empowering you to learn with confidence.

Workspaces

With Workspaces, you can create and share projects directly on our platform. We've prepared templates for your convenience

Learning tracks

Take control of your career development and commence your path into mastering the latest technologies

Real-world projects

Real-world projects elevate your portfolio, showcasing practical skills to impress potential employers

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