Functions, Data Analysis, Presentation and Finance w/ Excel from Udemy

This course teaches Microsoft Excel, Power Pivot and Power BI. It starts from the beginning and goes all the way through to (and including) VBA. Excel is an extremely powerful tool, one which we will see can be used to understand, analyze, and present data. It can be used to build financial models, do data analysis via data science, and much more. It is an all-encompassing tool that blends analysis with presentation (using pivot tables and the data model). We will go through buttons, charts, data validation and conditional formatting, as well as all the regular functions. We cover every tool in Excel, starting from the basics, and review each many times. The general structure of the course includes many practice examples that allow a student to either follow along with a PDF or to follow along with a video. The concepts are put together to show full ideas, giving students the chance to integrate various different meta-analysis tools to build models and explore data.

It is based on a well-worn approach of practice, practice, and more practice. Each section has videos and written instructions to hone students' skills. The beginning of the course includes about twelve different "homework" sections, then the course goes on to a college level instruction, followed by two sections that give consolidated practice via "worksheets" and "a lesson a day" type structure. After this, various topic are discussed such as Monte Carlo as used in various pricing models, etc. There is particular focus on financial models since business applications are very important in Excel. There are also many sections that work through VBA - visual basic for applications to enhance the students understanding and develop further advanced methods.

What's inside

Learning objectives

Create and write advanced functions.
Create charts and buttons
Sort and filter with regular and advanced filters

Build pivot tables and calculated columns
Use randomness for model prediction
Learn to use the data model and power bi.

Create and write advanced functions.
Create charts and buttons
Sort and filter with regular and advanced filters
Build pivot tables and calculated columns
Use randomness for model prediction
Learn to use the data model and power bi.

Syllabus

Introduction

*Introduction

*How to Maximize this Course

HW #1: Excel Tools and Organization

*Basics

*Introduction to Functions and Inputting Data

Assistance with Section 1a

Assistance with Section 1b

Assistance with Section 2

Chapter 1 Quiz

HW #2: Functions and All They are Cracked Up To Be

Assistance with Section 1

Assistance with Section 3

Chapter 2 Quiz

HW #3: Buttons and Path Generation

*Basics: Stochastic Paths and an Intro to VBA

Chapter 3 Quiz

HW #4: Interactive Charts

Chapter 4 Quiz

HW #5: Creating Data in Excel with VBA

Assistance with Section 4

Chapter 5 Quiz

HW #6: Financial Functions

Interactive Stock Chart LookUp

PMT and FV Functions

Another PMT, Data Table, Goal Seek and Solver Example

Bonds and Duration

Amortization Table 1

Amortization Table 2

Chapter 6 Quiz

HW #7: Formatting and Financial Data

Chapter 7 Quiz

HW #8: Random Numbers, Monte Carlo and Stock Returns

*Basics: Randomness and Returns

Random Numbers

Linear Congruential Generator

Monte Carlo Type 1

Monte Carlo Type 2

Box Muller

Stock Bonds Returns

Multi Asset Portfolio

Chapter 8 Quiz

HW #9: The "IF" Functions, Database Functions, Filters, and Trendlines

CountIf and AverageIf Examples

Database Functions

Advanced Filter

Practice Worksheet

Creating Trendlines with TREND

Evaluating Trendlines

Statistical Analysis in Excel

Chapter 9 Quiz

HW #10: Data Validation and More VBA

Data Validation 1

Data Validation 2

Using Data Tables for Advanced Decisions

Filling in a Column with Advanced Choices

Using VBA to Set Information in Columns

Nested Formulas

Vlookup

Iferror Function

Creating a Unique ID with a Hash Function

Chapter 10 Quiz

HW #11: Charting and Grouping

Assistance with Charting

Grouping Chart Data

Correlation Rank and Data Bars

Grouping with Arrays

Grouping with Pivot Tables

Chapter 11 Quiz

HW #12: Pivot Tables

Importing Data

Looking at the Data Model

Tables and Pivot Tables

Pivot Tables

Chapter 12 Quiz

Clustering Data

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Covers the range of Microsoft Excel capabilities, such as data analysis, presentation, and financial modeling

Develops skills in Excel through a well-worn approach of practice and incremental lessons

Emphasizes financial modeling, since business applications are a critical part of Excel

Incorporates VBA (Visual Basic for Applications) to enhance understanding and develop advanced methods

Begins with twelve homework sections for foundational practice before moving to college-level instruction

Covers advanced topics such as Monte Carlo analysis and data validation

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Functions, Data Analysis, Presentation and Finance w/ Excel with these activities:

Attend Office Hours

Show steps

Office hours provide opportunities to ask questions in a group setting and clarify areas of confusion.

Show steps

Identify Questions or Areas of Confusion
Attend Office Hours
Engage with Instructor and Peers

Build a Stock Pricing Model

Show steps

Creating a stock pricing model allows for hands-on application of multiple techniques to enhance understanding of the complexities of financial modeling.

Browse courses on Monte Carlo Simulation

Show steps

Gather and Clean Data
Choose Appropriate Pricing Model
Implement Model in Excel or Python
Validate and Calibrate Model
Generate and Analyze Output

Show all two activities

Career center

Learners who complete Functions, Data Analysis, Presentation and Finance w/ Excel will develop knowledge and skills that may be useful to these careers:

Data Analyst

Data Analysts translate raw data into meaningful information for decision making and problem solving. They have knowledge of data analysis tools, statistics, and programming. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel lay a strong foundation for a career as a Data Analyst. Excel is a widely used tool in data analysis and this course provides a comprehensive overview of the software, including functions, data analysis, presentation, and finance.

See salaries and explore the career path for Data Analyst

Financial Analyst

Financial Analysts provide guidance to clients on investment decisions, evaluate companies for potential investment, and develop financial models. They typically hold a bachelor's degree in finance, accounting, or a related field, and many also have an MBA. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be helpful for Financial Analysts, as they cover topics such as financial functions, data analysis, and presentation.

See salaries and explore the career path for Financial Analyst

Quantitative Analyst

Quantitative Analysts apply mathematical and statistical methods to financial data to develop models for investment decisions. They typically hold a master's degree or phd in mathematics, statistics, or a related field. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Quantitative Analysts, providing a foundation in data analysis, presentation, and finance.

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Business Analyst

Business Analysts work with businesses to understand their needs and develop solutions to improve their operations. They typically hold a bachelor's degree in business, information technology, or a related field, and many also have an MBA. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be helpful for Business Analysts, providing them with skills in data analysis, presentation, and finance.

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Management Consultant

Management Consultants provide advice to businesses on how to improve their operations, increase efficiency, and achieve their goals. They typically hold a bachelor's degree in business, economics, or a related field, and many also have an MBA. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be helpful for Management Consultants, providing them with skills in data analysis, presentation, and finance.

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Actuary

Actuaries use mathematical and statistical methods to assess risk and uncertainty in the insurance and finance industries. They typically hold a bachelor's degree in mathematics, statistics, or a related field, and many also have a master's degree. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Actuaries, providing them with skills in data analysis, presentation, and finance.

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Operations Research Analyst

Operations Research Analysts use mathematical and statistical methods to solve problems in business, industry, and government. They typically hold a bachelor's degree in operations research, industrial engineering, or a related field, and many also have a master's degree. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Operations Research Analysts, providing them with skills in data analysis, presentation, and finance.

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Data Scientist

Data Scientists use mathematical and statistical methods to extract insights from data. They typically hold a bachelor's degree in computer science, statistics, or a related field, and many also have a master's degree or phd. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be helpful for Data Scientists, providing them with a foundation in data analysis, presentation, and finance.

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Market Researcher

Market Researchers conduct research to understand consumer behavior and trends. They typically hold a bachelor's degree in marketing, business, or a related field, and many also have a master's degree. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be helpful for Market Researchers, providing them with skills in data analysis, presentation, and finance.

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Budget Analyst

Budget Analysts prepare and manage budgets for businesses, governments, and other organizations. They typically hold a bachelor's degree in accounting, finance, or a related field, and many also have an MBA. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Budget Analysts, providing them with skills in data analysis, presentation, and finance.

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Financial Planner

Financial Planners help individuals and families plan for their financial future. They typically hold a bachelor's degree in finance, economics, or a related field, and many also have an MBA or CFP certification. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be helpful for Financial Planners, providing them with skills in data analysis, presentation, and finance.

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Risk Manager

Risk Managers assess and manage risks for businesses and organizations. They typically hold a bachelor's degree in finance, economics, or a related field, and many also have an MBA or FRM certification. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Risk Managers, providing them with skills in data analysis, presentation, and finance.

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Portfolio Manager

Portfolio Managers manage investment portfolios for individuals and institutions. They typically hold a bachelor's degree in business, finance, or a related field, and many also have an MBA or CFA certification. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Portfolio Managers, providing them with skills in data analysis, presentation, and finance.

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Investment Analyst

Investment Analysts evaluate companies for potential investment. They typically hold a bachelor's degree in business, finance, or a related field, and many also have an MBA or CFA certification. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Investment Analysts, providing them with skills in data analysis, presentation, and finance.

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Statistical Analyst

Statistical Analysts collect, analyze, and interpret data to help businesses and organizations make informed decisions. They typically hold a bachelor's degree in statistics, mathematics, or a related field, and many also have a master's degree. Courses like Functions, Data Analysis, Presentation and Finance w/ Excel can be useful for Statistical Analysts, providing them with skills in data analysis, presentation, and finance.

See salaries and explore the career path for Statistical Analyst