Financial Data Using Advanced Excel
Details
Microsoft Excel is a spreadsheet application developed by Microsoft for Microsoft Windows and Mac OS. It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. It has been a very widely applied spreadsheet for these platforms, especially since version 5 in 1993, and it has replaced Lotus 1-2-3 as the industry standard for spreadsheets. Excel forms part of Microsoft Office.
Microsoft Excel has the basic features of all spreadsheets, using a grid of cells arranged in numbered rows and letter-named columns to organize data manipulations like arithmetic operations. It has a battery of supplied functions to answer statistical, engineering and financial needs. In addition, it can display data as line graphs, histograms and charts, and with a very limited three-dimensional graphical display. It allows sectioning of data to view its dependencies on various factors for different perspectives (using pivot tables and the scenario manager). It has a programming aspect, Visual Basic for Applications, allowing the user to employ a wide variety of numerical methods, for example, for solving differential equations of mathematical physics, and then reporting the results back to the spreadsheet.
It also has a variety of interactive features allowing user interfaces that can completely hide the spreadsheet from the user, so the spreadsheet presents itself as a so-called application, or decision support system (DSS), via a custom-designed user interface, for example, a stock analyzer, or in general, as a design tool that asks the user questions and provides answers and reports. In a more elaborate realization, an Excel application can automatically poll external databases and measuring instruments using an update schedule, analyze the results, make a Word report or PowerPoint slide show, and e-mail these presentations on a regular basis to a list of participants.
Outline
Key Learning Points:
MODULE 1: SECURITY AND PROOFING
SECURITY FEATURES
- Working with Security Features
PROTECTING EXCEL FILES
- Specifying a password for opening a workbook
- Specifying a password for saving a workbook
- Removing a Workbook Password
- Using the Read-only option
- Creating backup files automatically
WORKSHEET PROTECTION
- Protecting Worksheets
- Un-Protecting Worksheets
- Protecting Cells
WORKING WITH DIGITAL SIGNATURES
- Using Digital Signatures
- Signing a File
- Removing a digital signature from a file
CHECKING SPELLING
- Using the Spell Checker
USING DATA VALIDATION
- Setting data validation
- Creating the Input Message
- Displaying an Input Message
- Creating the Error Alert
- Displaying an Error Alert
USING TEXT TO SPEECH
- Reading back a group of cells
- Using Speak On Enter
- Turning off Speak On Enter
DOCUMENTATION
- Working with Comments
- Adding a Comment
- Displaying a Comment
- Editing a Comment
- Deleting a Comment
MODULE 2: ANALYZING DATA
WHAT-IF ANALYSIS
- Using What-If Analysis
GOAL SEEK
- Using Goal Seek
- Applying Goal Seek
DATA TABLES
- Using Data Tables
- Creating a one-variable Data Table
- Creating a two-variable Data Table
- Speeding up calculations with Data Tables
SCENARIO MANAGER
- Using Scenario Manager
- Adding a Scenario
- Showing a Scenario
- Deleting a Scenario
- Editing an existing Scenario
- Summarizing Scenarios
SOLVER
- Using Solver
- Installing Solver
- Applying Solver
- Changing a Constraint
- Deleting a Constraint
MODULE 3: TEMPLATES AND STYLES
WORKING WITH TEMPLATES
- Using Templates
- Creating a Template
- Applying Templates
WORKING WITH STYLES
- Using Styles
- Creating a Style
- Applying a Style
- Editing a Style
- Deleting a Style
- Copying Styles from another Workbook
MODULE 4: COLLABORATION AND CONSOLIDATION
SHARING WORKBOOKS
- Using Shared Workbooks
- Allowing Workbook Sharing
- Customizing Workbook Sharing Options
- Comparing and Merging Shared Workbooks
SENDING WORKBOOKS
- Sending Workbooks for Review
- Sending a Worksheet as Attachment
- Routing a Workbook
- Routing a Workbook to the next recipient
CONSOLIDATION
- Consolidating data over several Worksheets
- Consolidating selected rows and columns from several Worksheets
MODULE 5: IMPORTING DATA
IMPORTING DATA FROM EXTERNAL SOURCES
- Using Database Terminology
- Importing Data into Excel
IMPORTING TEXT FILES
- Importing text files into Excel
- Importing text using the Text Import Wizard
- Refreshing data from imported text files
USING MICROSOFT QUERY
- Adding a Data Source
- Creating a Query
QUERYING DATA FROM THE WEB
- Using Web Queries
- Accessing the New Web Query dialog box
- Creating a new Web Query
- Saving a Web Query
- Setting Web Query options
- Running a saved Web Query
- Refreshing a Web Query
REFRESHING DATA
- Refreshing external data without losing the formatting
- Refreshing external data automatically
MODULE 6: MACROS AND CUSTOM CONTROLS
WORKING WITH MACROS
- Using Macros
- Recording a Macro
- Assigning a shortcut key to your Macro
RUNNING MACROS
- Running a Macro using the main menu
- Running a Macro using a shortcut key
- Running a Macro using a button
ADDING CUSTOM CONTROLS
- Working with Buttons
- Creating a new Button
- Renaming a Button
- Formatting Buttons
- Linking an existing Macro to a Button
- Deleting a Button
MODULE 7: CUSTOMIZING EXCEL 2010
CONFIGURING EXCEL 2010 OPTIONS
- Customizing Excel Options
- Customizing View Options
- Customizing Calculation Options
- Customizing Edit Options
- Customizing General Options
- Customizing Transition Options
- Customizing Custom Lists Options
- Customizing Chart Options
- Customizing Color Options
- Customizing International Options
- Customizing Save Options
- Customizing Error Checking Options
- Customizing Spelling Options
- Customizing Security Options
CUSTOMIZING THE EXCEL ENVIRONMENT
- Displaying Toolbars using the Customize dialog box
- Creating a Custom Toolbar
- Adding a Menu to a Toolbar
- Attaching a Toolbar
- Deleting a Custom Toolbar
- Resetting a Menu
- Resetting a Toolbar
WORKING WITH WORKSPACES
- Using Workspace files
- Saving your Workspace
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