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A Comprehensive Excel Masterclass · LearnSpace
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A Comprehensive Excel Masterclass

Курс от Illinois Tech
Средний≈ 87.5 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

The Comprehensive Excel Masterclass is an advanced course designed to empower students with the skills and knowledge needed to maximize the potential of Microsoft Excel in a business environment. This course goes beyond the basics and explores advanced functions, and features that will enable students to perform complex calculations, retrieve and manipulate data from multiple sources, and gain valuable insights from data. The course combines theoretical concepts with practical exercises and examples to reinforce learning. A crucial aspect of business decision-making involves understanding the time value of money. In this course, students will be exposed to time value of money principles and learn how to utilize Excel's financial functions to analyze loans, create amortization schedules, and evaluate project valuations. By leveraging functions such as PV, FV, NPV, PMT, IRR and more, students will be able to make informed financial decisions. A significant portion of the course is dedicated to creating Excel dashboards, which are effective tools for visually presenting performance data (such as KPIs). Participants will learn how to leverage Pivot Tables to create dynamic and interactive dashboards utilizing slicers, timelines, and calculated fields to enhance data exploration and create compelling dashboards. Upon successful completion of this course, you will be able to: - Utilize complex Excel functions and techniques to extract and manipulate data. - Evaluate the financial viability of loans using Excel's financial functions. - Apply the principles of Capital Budgeting for project selection and investment decisions. - Create advanced Pivot Tables and Pivot Charts for data analysis and visualization. - Develop interactive dashboards with Form Controls to enhance user experience. - Design custom charts for effective data visualization. - Apply Excel's latest features and updates in Office 365/Google Sheets for increased productivity. - Showcase key performance indicators (KPIs) to support data-driven decision-making in business intelligence.

Навыки, которые вы освоите

Microsoft ExcelExcel FormulasCapital BudgetingDashboardInteractive Data VisualizationFinancial AnalysisLoansKey Performance Indicators (KPIs)Business IntelligenceGoogle SheetsDashboard CreationData VisualizationData-Driven Decision-MakingTimelinesFinancial ModelingMicrosoft Office

Программа курса

5 модулей · 211 учебных материалов

01Module 1: Transforming data into meaningful insights with Pivot Tables and Power Query54 материалов

Course Welcome

Course Overview VideoВидеоSyllabusЧтениеMeet and Greet DiscussionОбсуждение

Module 1 Introduction

Module 1 Introduction

Учитесь у экспертов

Liz Durango-Cohen

Associate Professor of Operations Management

A Comprehensive Excel Masterclass
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Обучение на Coursera

≈ 87.5 ч

5 модулей

Язык: Английский

Субтитры: Арабский, Французский, Узбекский, Итальянский, Бразильский португальский, Корейский, Немецкий, Пушту, Гаитянский, Испанский, Дари, Японский

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Видео

Lesson 1: Analyzing and Extracting Information with Pivot Tables

Module 1 Lesson 1 ReadingЧтениеModule 1 Lesson 1 Video Instructions Pt.1ЧтениеOverview of Pivot TablesВидеоGuidelines for Inserting Pivot Tables and Pivot Table StructureВидеоUnderstanding Variable Types and Pivot Table StructureВидеоFiltering, Organizing and Sorting Pivot TablesВидеоMore on Filtering Pivot TablesВидеоGrouping Dates in Pivot TablesВидеоPivot Tables Contextual Tabs: The Design and Analyze TabsВидеоThe “Show Value As” DisplayВидеоCreating Calculated FieldsВидеоThe Power of “Show Value As” Displays to Analyze Data – Part IВидеоThe Power of “Show Value As” Displays to Analyze Data – Part IIВидеоModule 1 Lesson 1 Video Instructions Pt.2ЧтениеPivot Table ExerciseЗаданиеPivot Table Exercise Completed WorkbookЧтениеPivot Tables QuizЗадание

Lesson 2: Advanced Pivot Tables Functionality

Module 1 Lesson 2 ReadingЧтениеModule 1 Lesson 2 Video Instructions Pt.1ЧтениеPivot Table Options, Field Headers and ButtonsВидеоUsing Slicers to Filter Pivot TablesВидеоUsing Slicers and Timelines to Filter Pivot Tables ВидеоCreating Pivot Charts IВидеоCreating Pivot Charts IIВидеоPivot Tables Formatting OptionsВидеоPivot Tables with Different Levels of GranularityВидеоPivot Tables in Google Sheets: Functional Differences (Interface, Slicers, Grouping Dates)ВидеоModule 1 Lesson 2 Video Instructions Pt.2ЧтениеPivot Tables II ExerciseЗаданиеPivot Tables II Exercise Completed WorkbookЧтениеPivot Tables Exercise IIIЗаданиеPivot Tables Exercise III Completed WorksheetЧтение(Optional) Google Sheets ExercisesЧтение

Lesson 3: Data Preparation and Analysis using Power Query

Module 1 Lesson 3 Reading ЧтениеModule 1 Lesson 3 Video Instructions Pt.1ЧтениеSample Data Power Query Import FileЧтениеIntroduction to Power Query ВидеоImporting & Cleaning Data with Power QueryВидеоMerging Data in Power QueryВидеоComplex Data Prepping with Power QueryВидеоModule 1 Lesson 3 Video Instructions Pt.2ЧтениеPower Query Exercise Data FilesЧтениеPower Query Exercise Part AЗаданиеPower Query Exercise Part A Completed WorkbookЧтениеPower Query Exercise Part BЗаданиеPower Query Exercise Part B Completed WorkbookЧтениеPower Query QuizЗадание

Module 1 Summative Assessment

Module 1 Summative AssessmentЗаданиеModule 1 Summative Assessment AnswersЧтение

Module 1 Summary

Module 1 SummaryЧтение
02Module 2: Time Value of Money and Loan Modeling in Excel50 материалов

Module 2 Introduction

Module 2 IntroductionВидео

Lesson 1: Introduction to Time Value of Money

Module 2 Lesson 1 ReadingЧтениеModule 2 Lesson 1 Video Instructions Pt.1ЧтениеIntroduction to Time Value of Money and Cash Flow DiagramsВидеоCash Flow Diagrams in ExcelВидеоIntroduction to Loans and Simple InterestВидеоUnderstanding Compound InterestВидеоComparing Quotes RatesВидеоCalculating the Effective Interest RateВидеоEFFECT and NOMINAL FunctionsВидеоTerminology: Interest Vs. Discount RatesВидеоThe Power of CompoundingВидеоModule 2 Lesson 1 Video Instructions Pt.2ЧтениеTime Value of Money QuizЗадание

Lesson 2: Excel's Financial functions

Module 2 Lesson 2 ReadingЧтениеModule 2 Lesson 2 Video Instructions Pt. 1ЧтениеBasic Excel Financial functions I (FV, PV,)ВидеоAnnuity and PerpetuitiesВидеоBasic Excel Financial functions II (RATE, NPER)ВидеоExample I – Using APR, EAR, FV and PV FunctionsВидео

Lesson 3: Modeling and Managing Loans

Module 2 Lesson 3 ReadingЧтениеModule 2 Lesson 3 Video Instructions Pt.1ЧтениеCalculating Loan Payments (PMT)ВидеоUnderstanding Amortization or Repayment SchedulesВидеоCreating an Amortization in Excel: Applying IPMT, PPMT FunctionsВидеоCalculating Loan Balances with CUMPRINC FunctionВидео

Module 2 Summative Assessment

Module 2 Summative AssessmentЗаданиеModule 2 Summative Assessment AnswersЧтение

Module 2 Summary

Module 2 SummaryЧтение
03Module 3: Evaluating Investment Projects and Decision Making 46 материалов

Module 3 Introduction

Module 3 IntroductionВидео

Lesson 1: What-If Analysis and Scenario Modeling

Module 3 Lesson 3 IntroductionВидеоModule 3 Lesson 1 Videos Pt.1ЧтениеInspired Endeavors Base Case – Using Cell ReferencesВидеоInspired Endeavors Base Case -- Using NamesВидеоOne-Variable Data TableВидеоText Label Format for One-Variable Data TableВидеоTwo-Variable Data TableВидеоScenario ManagerВидеоGoal Seek & LoansВидеоOne-Variable Data Tables & LoansВидеоTwo-Variable Data Tables & LoansВидеоModule 3 Lesson 1 Videos Pt.2ЧтениеPractice Activity: Base Case Analysis ExerciseЗаданиеBase Case Analysis Exercise Completed WorkbookЧтениеPractice Activity: Goal Seek ExerciseЗаданиеGoal Seek Exercise Completed WorkbookЧтениеPractice Activity: What-If Analysis ExerciseЗаданиеWhat-If Analysis Exercise Completed WorkbookЧтениеWhat-If Analysis QuizЗадание

Lesson 2: Core Capital Budgeting Tools

Introduction to Capital BudgetingВидеоIntroduction to Net Present Value (NPV Function)ВидеоNPV PitfallsВидеоXNPV – NPV Function using Real DatesВидеоEvaluating One-Time Projects using Net Present AnalysisВидеоNPV ExerciseЗадание

Lesson 3: Project Selection and Evaluation Models

Module 3 Lesson 3 ReadingЧтениеModule 3 Lesson 3 Video Instructions Pt.1ЧтениеCapital Budgeting for Ongoing Projects – Using a specified Time HorizonВидеоEquivalent Annual Worth Analysis MotivationВидеоCommon Cycle Analysis in ExcelВидеоEquivalent Annual Worth AnalysisВидео

Module 3 Summative Assessment

Module 3 Summative AssessmentЗаданиеModule 3 Summative Assessment AnswersЧтение

Module 3 Summary

Module 3 SummaryЧтение
04Module 4: Driving Business Intelligence with Excel Dashboards60 материалов

Module 4 Introduction

Module 4 IntroductionВидео

Lesson 1: Excel Dashboards Foundation

Module 4 Lesson 1 ReadingЧтениеModule 4 Lesson 1 Video Instructions Pt.1ЧтениеIntroduction to Mastering Excel DashboardsВидеоDashboard Design ChecklistВидеоDashboard Design Basics – Getting StartedВидеоDashboard Workbook StructureВидеоUseful Shortcut KeysВидеоDashboard Design and Creation TipsВидеоStatic Dashboard Calculations IВидеоStatic Dashboard Calculations II – GETPIVOTDATA FunctionВидеоConstructing Static Dashboard – Using Textboxes for FlexibilityВидеоDesign Elements of DashboardsВидеоStatic Dashboard Formatting I -- Size, Fonts and ColorsВидеоStatic Dashboard Formatting II – Containers and AlignmentВидеоStatic Dashboard Formatting III – Object Properties & Final TouchesВидеоModule 4 Lesson 1 Video Instructions Pt.2ЧтениеDashboard Design Quiz Задание

Lesson 2: Dashboard Function Toolbox

Module 4 Lesson 2 ReadingЧтениеModule 4 Lesson 2 Video Instructions Pt.1ЧтениеMATCH Function TutorialВидеоUsing Slicers and Timelines in Pivot TablesВидеоINDEX Function – Efficient Lookup FunctionВидеоLARGE and SMALL – For sorting valuesВидео

Lesson 3: Putting it all together – Building a KPI Dashboard

Module 4 Lesson 3 ReadingЧтениеModule 4 Lesson 3 - Section 1 Video Instructions Pt.1ЧтениеCalculations -- Form Controls and Slicer Cell LinksВидеоCalculations -- Overall Metric CalculationsВидеоCalculations -- Monthly Charts and Dynamic TitlesВидеоCalculations -- Current vs. Previous Year DeltasВидео

Module 4 Summative Assessment

Module 4 Summative AssessmentЗаданиеModule 4 Summative Assessment AnswersЧтение
05Summative Course Assessment1 материалов

Summative Course Assessment

Summative Course AssessmentЗадание
Example II – Calculating EAR and APR with Period Mismatch Видео
Example III – Recursive and Nested PV CalculationВидео
Module 2 Lesson 2 Video Instructions Pt. 2Чтение
Time Value of Money ExerciseЗадание
Time Value of Money Exercise Completed WorkbookЧтение
Basic Financial Functions Exercise Задание
Basic Financial Functions Exercise Completed WorkbookЧтение
More Complex Financial Functions ExerciseЗадание
More Complex Financial Functions Exercise Completed WorkbookЧтение
Excel Functions Quiz (Excel Needed) Задание
CUMIPMT and CUMPRINC Functions – Understanding Total Interest and Principal Payment CalculationsВидео
CUMIPMT and CUMPRINC Functions – Automating Start and End Periods by YearВидео
Impact of Paying Extra each Period on Loan Repayment Horizon (NPER)Видео
Impact of Adjustable Rates on Mortgages and Credit Card Loans – Part IВидео
Impact of Adjustable Rates on Mortgages and Credit Card Loans – Part IIВидео
Module 2 Lesson 3 Video Instructions Pt.2Чтение
Loan Analysis ExerciseЗадание
Loan Analysis Exercise Completed WorkbookЧтение
Mortgage Loan & Refinancing ExerciseЗадание
Mortgage Loan & Refinancing Exercise Completed WorkbookЧтение
Excel Functions Quiz (No Excel Needed)Задание
NPV Exercise CompletedЧтение
Internal Rate of Return (IRR) IntroductionВидео
More on Internal Rate of Return (IRR)Видео
XIRR, RATE and Guesses for Internal Rate of ReturnВидео
Incremental Rate of Return Analysis -- Part IВидео
Incremental Rate of Return Analysis -- Part IIВидео
Module 3 Lesson 3 Video Instructions Pt.2Чтение
Capital Budgeting ExerciseЗадание
Capital Budgeting Exercise Completed WorkbookЧтение
Project Evaluation and Selection QuizЗадание
Project Evaluation and Selection Quiz - Solution WorksheetЧтение
CHOOSE – An alternative to IF StatementsВидео
SUMIFS – A Review with TwistsВидео
OFFSET Function - Basic UsageВидео
OFFSET with ArraysВидео
Introduction to the Developer Tab and Form ControlsВидео
Combo Box – More Attractive Dropdown ListВидео
Check Box – Check/Uncheck OptionВидео
List Box – A Different Way to Selection from a ListВидео
Spin Button – Increase or Decrease a Value/Position in a listВидео
Option Button – Choose Between OptionsВидео
Scroll Bar – Scroll Through ChoicesВидео
Module 4 Lesson 2 Video Instructions Pt.2Чтение
Data Retrieval and Reporting ExerciseЗадание
Data Retrieval and Reporting Exercise Completed Чтение
Retrieval Functions Quiz Задание
Form Controls QuizЗадание
Calculations – Top 3 and Bottom 3 Products by ProfitabilityВидео
Module 4 Lesson 3 - Section 1 Video Instructions Pt.2Чтение
Module 4 Lesson 3 - Section 2 Video Instructions Pt.1Чтение
Construction and Design -- Shapes and FormattingВидео
Module 4 Lesson 3 - Section 2 Video Instructions Pt.2Чтение
Module 4 Lesson 3 - Section 3 Video Instructions Pt.1Чтение
Construction and Design – Charts Edits and Shape PropertiesВидео
Construction and Design – Linked PicturesВидео
Module 4 Lesson 3 - Section 3 Video Instructions Pt.2Чтение
Module 4 Lesson 3 - Section 4 Video Instructions Pt.1Чтение
Final Touches for Dynamic DashboardВидео
Module 4 Lesson 3 - Section 4 Video Instructions Pt.2Чтение