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Using Excel for Finance · LearnSpace
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Using Excel for Finance

Курс от Madecraft
Начальный≈ 6.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Finance professionals who master Excel produce models that hold up to scrutiny, answer stakeholder questions in minutes, and catch errors before they become costly. The tools that make this possible are more learnable than most people expect. In this course, you'll build financial spreadsheets using absolute, relative, and mixed references; automate loan, investment, and date-based calculations with Excel's built-in functions; and retrieve data across sheets with XLOOKUP and VLOOKUP. You'll summarize large datasets instantly with pivot tables, apply the COUNTIF and SUMIF formula families to analyze spending and revenue by category and time period, build and complete a structured weekly cash forecast, and generate targeted financial reports using Excel filters. Along the way, you'll adopt the error-checking habits that keep your spreadsheets accurate, maintainable, and ready to share. By the end of this course, you'll build complex, accurate financial spreadsheets in a fraction of the time, and troubleshoot the formula errors that slow other analysts down.

Навыки, которые вы освоите

Excel FormulasMicrosoft ExcelCash Flow ForecastingFinancial ReportingFinancial ModelingPivot Tables And ChartsManagement ReportingForecastingCash FlowsBusiness ReportingFinancial ForecastingBusiness OperationsFinanceAccounting and Finance SoftwareData AnalysisFinancial DataFinancial AnalysisDashboard CreationCash ManagementSpreadsheet Software

Программа курса

6 модулей · 41 учебных материалов

01Mastering Excel References and Built-In Functions12 материалов

Why Excel Is Essential for Finance

Why Excel Is Essential for FinanceВидеоWhy Excel Remains the Foundation of Finance WorkЧтение

Absolute and Relative References

Absolute and Relative ReferencesВидеоThe Formula That Moves When You Don't Want It ToDIALOGUE

Учитесь у экспертов

Madecraft

Преподаватель курса

Using Excel for Finance
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 6.4 ч

6 модулей

Язык: Английский

Часть программы вашего университета

Using References to Build Spreadsheets

Using References to Build SpreadsheetsВидео
One Formula, Twelve Months: Building Priya's ForecastDIALOGUE

Financial Functions

Financial FunctionsВидеоGetting Financial Calculations Right: The Two Rules That Prevent Most ErrorsЧтениеAvoiding the Most Common Financial Function MistakesЗадание

Date Functions

Date FunctionsВидеоHow Excel's Date System Works and Why It Matters for Finance AnalysisЧтениеApplying References and Functions in Finance SpreadsheetsЗадание
02Looking Up Data and Summarizing Results8 материалов

Using XLOOKUP

Using XLOOKUPВидеоFinding the Right Data Without the Manual HuntDIALOGUEApplying XLOOKUP Across Sheets and ScenariosЗадание

Using VLOOKUP

Using VLOOKUPВидеоReading VLOOKUP in the Wild: Syntax, the False Rule, and Five Ways It BreaksЧтение

Pivot Tables

Pivot TablesВидеоUntitledDIALOGUERetrieving, Auditing, and Summarizing Financial DataЗадание
03Counting and Summing with Conditional Formulas7 материалов

COUNTIF and SUMIF

COUNTIF and SUMIFВидеоTwelve Salespeople, Four Hours, and a Smarter WayDIALOGUE

COUNTIFS and SUMIFS

COUNTIFS and SUMIFSВидеоCOUNTIFS and SUMIFS: The Argument Order That Trips Everyone UpЧтение

SUMIF(S) for Finance

SUMIF(S) for FinanceВидеоTwo Years of Data, One Live-Linked SummaryDIALOGUECounting and Summing Financial Data by CategoryЗадание
04Forecasting Cash and Filtering Financial Data7 материалов

Building a Cash Forecast

Building a Cash ForecastВидеоBefore the Board Meeting: What Goes in a Cash ForecastDIALOGUE

Completing a Cash Forecast

Completing a Cash ForecastВидеоFour Hours, Three Lines She Can't JustifyDIALOGUE

Filters for Finance

Filters for FinanceВидеоFrom 10,000 Rows to the Exact Report You Need: Excel Filters in FinanceЧтениеBuilding and Using a Cash Forecast TemplateЗадание
05Producing Accurate and Maintainable Spreadsheets5 материалов

Excel Best Practices

Excel Best PracticesВидеоWhen Changing One Number Breaks Everything ElseDIALOGUE

Common Problems and Troubleshooting

Common Problems and TroubleshootingВидеоThe $270,000 Gap and How to Find ItDIALOGUEBuilding Error-Free and Maintainable SpreadsheetsЗадание
06Conclusion2 материалов

Begin your Excel journey

Begin your Excel journeyВидеоApplying Excel Skills Across Finance WorkflowsЗадание