0

Course / Course Details

EXCEL for Business and Finance

  • Dr Joyan Dsouza image

    By - Dr Joyan Dsouza

  • 80 students
  • 30 Hours
  • (5)

Course Requirements

Access to Computer with MS EXCEL

Course Description

Welcome to the Certificate Course on Excel for Business and Finance offered by M.Com (Finance and Analytics), St Aloysius, Mangaluru. In this course, we will take you through a journey from basics to best practices in analytics using Microsoft Excel.

Excel for Business and Finance enables you to utilize Microsoft Excel for the business environment. You will learn how to use Microsoft Excel efficiently using functions, shortcuts, decision making tools, What-If analysis, statistical tools, multi-page systems and look ups, data menu and ribbon, financial tools, and solver add-in, in over 8 Modules consisting of 31 Lessons. This course will cover lessons of the book “Next Generation Excel: Modeling in Excel for Analysts and MBA’s” by Isaac Gottlieb.

We have refined the course content to suit learners from diverse backgrounds to help you enhance your practical and analytical skills. We hope you find this course both useful and engaging. The course will be self-paced. You can watch videos anytime. However, it is necessary to complete the Module Quizzes and Final Assessment before the course deadline. For further clarification, contact +91 89038 38343.

The Course Content is as follows:

Module 1: How to Use Excel Efficiently

Lesson 1: AutoFill

Lesson 2: Selection

Lesson 3: Formulas, Functions, Relative and Absolute Addressing

Lesson 4: Naming Cells and Ranges

Lesson 5: Excel Charts

Module 2: If Functions and Text Manipulations

Lesson 6: IF Functions

Lesson 7: Text Manipulation

Module 3: Statistical Tools

Lesson 8: Descriptive Statistics

Lesson 9: Frequency Distribution

Lesson 10: Statistical Regression

Lesson 11: Data Analysis – Statistics Add-in

Module 4: What-if Analysis

Lesson 12: Naming Cells for Decision Making

Lesson 13: What-if Analysis and Goal Seek

Lesson 14: Sensitivity Analysis – One-Way and Two-Way Data tables

Lesson 15: Scroll Bars

Module 5: Multi-Page Systems and Lookups

Lesson 16: Multiple Budgets

Lesson 17: Lookup Tables

Module 6: Data Menu and Ribbon

Lesson 18: Sorting Data

Lesson 19: AutoFiller

Lesson 20: Data forms and features eliminated in Excel 2007

Lesson 21: Group and Outline Data

Lesson 22: Subtotals

Lesson 23: Pivot Tables

Lesson 24: Data Mining using Pivot Tables

Module 7: Excel Financial Tools

Lesson 25: NPV and IRR

Lesson 26: XNPV and XIRR

Lesson 27: Frequently used Financial Functions

Lesson 28: Amortization Tables

Lesson 29: Accounting Depreciation Functions

Module 8: Using the Solver Add-In

Lesson 30: Beyond Goal Seek

Lesson 31: The Solver Add-In Optimizer

Course Outcomes

  • You will develop an understanding of Microsoft Excel
  • You will learn how to prepare professional Excel sheets and to use Excel functions
  • You will learn to use financial tools available in Excel for financial modelling

Course Curriculum

  • 3 chapters
  • 77 lectures
  • 4 quizzes
  • 30 Hours total length
Toggle all chapters
1 Introduction to AutoFill and Customs List
6 Min

Please Use the Excel Sheet named "AutoFill" for practicing during the video.


2 Illustration For AutoFill
7 Min

Please Use the Excel Sheet named "AutoFill" for practicing during the video.


3 Create Customs List
6 Min

Please Use the Excel Sheet named "AutoFill" for practicing during the video.


4 AutoFill Options and Right Drag AutoFill
9 Min

Please Use the Excel Sheet named "AutoFill" for practicing during the video.


5 Selecting an Entire Sheet
6 Min

Please use your solved Excel sheet named "Autofill" for practicing this lesson. Efficient Way of Selecting the entire sheet: Click on the intersection point of Column A & Row 1. (The intersection point is called "Select All" button)


6 Selecting a Section
2 Min

Please use your solved Excel sheet named "Autofill" for practicing this lesson.


7 Selection Shortcuts
10 Min

Please use your solved Excel sheet named "Autofill" for practicing this lesson.


8 Extend and Add Mode
11 Min

Please use your solved Excel sheet named "Autofill" for practicing this lesson.


9 Formulas, Relative and Absolute Addressing
18 Min

Please download the worksheet provided in the attachment named "Formulas, Functions and Relative and Absolute Addressing" for practice while watching the video.


10 Other Functions
9 Min

Please use the attachment provided "Formulas, Functions, and Relative and Absolute Addressing" to work while watching videos


11 Naming a Single Cell
7 Min

Please use the Excel attachment provided named "Formulas, Functions, and Relative and Absolute Addressing" for practice throughout this Lesson.


12 Naming a Range of Cells
8 Min

Please use the Excel attachment provided in Lesson 3 for practice throughout this Lesson.


13 Naming a Range of Cells - Example
8 Min

Please use the Excel attachment provided named "Formulas, Functions, and Relative and Absolute Addressing" for practice throughout this Lesson.


14 Name Menu and Name Manager
13 Min

Please use the Excel attachment provided named "Formulas, Functions, and Relative and Absolute Addressing" for practice throughout this Lesson.


15 Creation of Charts
9 Min

Please download the Excel Attachment named "Creation of Charts" for practicing throughout the lesson.


16 Formatting of Charts
4 Min

Please use the Excel Attachment named "Creation of Charts" for practice. Please Note: For Excel 2007 and 2010 users To format chart, click or select the chart, then go to chart tool ribbon, select layout ribbon and modify chart title, gridlines, and legends as required.


17 Working with 3D Charts
6 Min

Please use the Excel Attachment named "Creation of Charts" for practice.


18 Simple IF Functions
15 Min

Please download the worksheet named "IF Functions" in the attachment for practice while watching the video.


19 Simple IF Function Example
13 Min


20 Nested IF Functions
8 Min


21 Nested IF Function Example
9 Min


22 Text to Column Wizard
7 Min

Please download the attachments named "Text Manipulation" and "Opening Text Files" for practice during the lesson.


23 Opening Text Files
6 Min

Please use the attachments named "Text Manipulation" and "Opening Text Files" for practice during the lesson.


24 Example
6 Min

Please use the attachments named "Text Manipulation" and "Opening Text Files" for practice during the lesson.


25 Calculating Descriptive Statistics
15 Min

Please download the Excel attachment named "Calculating Descriptive Statistics" to practice while watching.


26 Frequency Distribution Tables
9 Min

Please use the Excel Sheet named "Calculating Descriptive Statistics" for practice


27 Frequency Distribution Charts
6 Min

Please use the Excel Sheet named "Calculating Descriptive Statistics" for practice


28 Regression Using Scatter Chart
5 Min

Please use the Excel sheet "Statistical Regression" provided in this lesson for practice


29 Linear Regression using Excel Functions
8 Min

Please use the Excel attachment "Statistical Regression" provided for practice throughout this video.


30 Descriptive Statistics
9 Min

Please download the Excel attachment named "Descriptive Statistics" for practicing throughout the lesson.


31 Frequency Distribution using Histogram
4 Min

Please use the Excel attachment named "Descriptive Statistics" for practicing throughout the lesson.


32 Naming Cells - for Decision Making and Modeling
13 Min

Please download the Excel attachment "Naming Cells" to practice while watching.


33 Goal Seek
18 Min

Please use the attachement named "Naming Cells" for practice.


34 Goal Seek - Example
18 Min

Please use the attachement named "Naming Cells" for practice


35 One way Data Table
11 Min

Please use the attachment "Naming Cells" for practice.


36 Two way Data Table
4 Min

Please use the attachment "Naming Cells" for practice.


37 What-if Analysis example
7 Min

Please use the attachment "Naming Cells" for practice.


38 Scroll Bars
17 Min

Please use the attachment "Naming Cells" Sheet 2 for practice. How to enable “Developer Tab” for MS Excel 2007: Step 1: Click Windows Icon and then Click Excel Options Step 2: Select “Show Developer Tab in the ribbon” and Click OK. Developer Tab will appear on the toolbar.


39 Scroll Bars (Continuation)
3 Min


40 Multidimensional Excel Workbook
7 Min

Please use "Multi Page Budgets" Document during the lesson.


41 Multi-Page Budgets Summary sheet
4 Min


42 Exact Match Lookup
5 Min

Please use attachement "Lookup" duing the lesson.


43 Approximate Match Lookup
5 Min


1 Sorting Data
11 Min

Download attachment named "Sorting Data" for practice.


2 Custom List for Sorting Data
4 Min

Download attachment named "Sorting Data" for practice.


3 Auto Filter
11 Min

Use attachment named "Auto Filter" for practice.


4 Data Form Activation
4 Min

Use attachment named "Data forms" for practice.


5 Working with Data Forms
4 Min


6 Grouping and Outlining Data
7 Min

Use attachment named "Group and Outline Data" for practice.


7 Clearing Outline
2 Min


8 Applying Subtotal to Single Data
7 Min

Use attachment named "Subtotals" for practice.


9 Applying Subtotal to Multiple Categories
7 Min


10 Copying Grouped Data
7 Min


11 Pivot Tables
7 Min

Use attachment named "Pivot Tables" for practice.


12 3D Column Chart in Pivot Table
7 Min

Use attachment named "Data Mining using Pivot Tables" for practice.


13 Grouping Data
7 Min

Use attachment named "Data Mining using Pivot Tables" for practice.


14 NPV
10 Min

Use attachment named "NPV-IRR" for practice.


15 IRR
5 Min

Use attachment named "NPV-IRR" for practice.


16 XNPV
7 Min

Download attachement "XNPV" for practice.


17 XIRR
4 Min

Download attachement "XIRR" for practice.


18 PMT
5 Min

Download attachement "Frequently used financial functions" for practice.


19 PV & FV
5 Min

Download attachement "Frequently used financial functions" for practice.


20 NPER
5 Min

Download attachement "Frequently used financial functions" for practice.


21 RATE
3 Min

Download attachement "Frequently used financial functions" for practice.


22 Monthly Payment Loan - PMT
4 Min

Download attachment "Amortization Tables" for practice. Question : Consider a home loan/mortgage of Rs.600,000 to be paid off in monthly installments over a periods of 25 years, applying an interest rate of 6.00 percent. You have to create a loan amortization table for the 300 monthly payments (25 years X 12 months/years).In addition,you ,may want to calculate the cumulative interest in certain years.


23 Amortization date - Month and Payment Date
5 Min

Download attachment "Amortization Tables" for practice.


24 PPMT - Principal
5 Min


25 Amortization Table – Balance, CUMIPMT, CUMPRINC
5 Min


26 Depreciation
12 Min

Download attachment "Depreciation" for practice.


27 Using Solver to overcome the limitations of Goal Seek
20 Min

Use "Naming Cells" attachement for practice.


28 Solver Add-In – Optimizer (Linear Example)
18 Min

Download attachment "Solver Add-In Optimizer" for practice.


29 Solver Add-In – Optimizer (Non-Linear Example)
13 Min


1 Read the Instructions before attempting Assessments
5 Min

Read the PDF before attempting.


2 Assignment 01 [Quiz]
30 Min


3 Assignment 02 [Quiz]
30 Min


4 Test 01 [Quiz]
30 Min


5 Test 02 [Quiz]
30 Min


1. Autofill
2. Formulas, Functions, and Relative and Absolute Addressing
3. Creation of Charts
4. If Functions
5. Text Manipulation
6. Opening Text Files
7. Calculating Descriptive Statistics
8. Statistical Regression
9. Descriptive Statistics
10. Naming Cells
11. Multi Page Budgets
12. Lookup
13. Sorting Data
14. Auto Filter
15. Data Forms
16. Group and Outline Data
17. Subtotals
18. Pivot Tables
19. Data Mining using Pivot Tables
20. NPV-IRR
21. XNPV
22. XIRR
23. Frequently used Financial Functions
24. Amortization Tables
25. Depreciation
26. Solver Add-In Optimizer
27. Assessments

Instructor

5 Rating
1 Reviews
85 Students
2 Courses

Course Full Rating

5

Course Rating
(1)
(0)
(0)
(0)
(0)

Sign In or Sign Up as student to post a review

Student Feedback

Course you might like

Beginner
STOCK MARKET OPERATIONS
0 (0 Rating)
This Stock market course provide essential knowledge for anyone looking to invest or pursue a career in finance. Introdu...
Beginner
Tourism Operations
5 (2 Rating)
Module -1: Introduction to Tourism & Different types and forms of tourism (15 hours)Tourism- Meaning and Definition; Sig...

You must be enrolled to ask a question

Students also bought

More Courses by Author

Discover Additional Learning Opportunities