This advanced-level course is designed for Excel power users who want to maximize their command of functions, formulas, and data analysis tools to drive high-level business insights. Participants will dive deep into a broad spectrum of Excel’s most powerful function categories—including Math & Trig, Date & Time, Text, Lookup & Reference, Statistical, Financial, Logical, and Information.
Through hands-on exercises and real-world examples, attendees will construct complex profitability formulas and apply advanced tools that support strategic decision-making and financial analysis. This course is ideal for finance professionals, analysts, and other Excel-savvy users seeking to sharpen their skills and leverage Excel’s full potential.
Apply statistical and logical functions (e.g., FORECAST, COUNT, RANK, SUMIF, ROUND, ISTEXT, ISNUMBER) to analyze datasets and identify trends.
Use lookup and reference functions (VLOOKUP, LOOKUP, INDEX, MATCH) to retrieve, compare, and cross-reference data efficiently.
Perform financial calculations with functions such as PMT, FV, PV, IPMT, and CUMPRINC to evaluate loans, investments, and cash flows.
Manipulate and clean text data using text functions (CONCATENATE, LEFT, RIGHT, MID, SUBSTITUTE, LEN, TRIM, etc.) for reporting accuracy.
Work with date and time functions to calculate durations, deadlines, and time-based performance measures.
Calculate key business metrics and financial ratios (e.g., Current Ratio, Profit Margin, ROA, EPS, Debt-to-Equity, and P/E Ratio) to assess financial health and performance.
Design and customize advanced charts (Column, 3D-Pie, Combo, and Pie-of-Pie) to communicate financial data visually and effectively.
Utilize data tools such as Data Validation, Text to Columns, Remove Duplicates, and Paste Special to clean, organize, and verify large datasets.
Integrate analytical functions and visualization tools to produce accurate, professional business and financial reports.
FORECAST – predict future values based on existing data
AVERAGE, COUNT, COUNTBLANK, RANK – summarize and rank data efficiently
SUMIF, SUMIFS – calculate conditional totals
ROUND, INT – control number precision
ISTEXT, ISNUMBER – test and validate data types
VLOOKUP, LOOKUP, INDEX, MATCH – retrieve and cross-reference data
Combine lookup functions for more flexible, dynamic analysis
PMT, FV, PV – calculate loan payments and future/present values
IPMT, PPMT, CUMIPMT, CUMPRINC – evaluate interest and principal components
Model amortization schedules and financial projections
CONCATENATE, LEFT, RIGHT, MID, SUBSTITUTE – combine and restructure text
LEN, UPPER, LOWER, VALUE, TRIM – format and standardize imported data
Prepare text-based datasets for analysis or reporting
Use DATE, TODAY, NOW, and related functions
Calculate durations, due dates, and time intervals
Combine date functions with formulas for scheduling and forecasting
Current Ratio – liquidity assessment
Net Working Capital – short-term financial health
Return on Assets (ROA) – profitability efficiency
Profit Margin, EPS, Debt-to-Equity, Asset Turnover, P/E Ratio – key performance indicators
Interpret and visualize results using Excel formulas and charts
Custom Charting: Column, 3D Column, 3D Pie, Combo Charts, Pie-of-Pie
Data Tools: Data Validation, Text to Columns, Remove Duplicates, Go To Special, Paste Special
Apply visual design best practices for clear, professional reporting
Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
