Excel: Essential Skills and Tools to Manage Financial Data
Code | Date | Delivery | Cost |
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ITS-1234 |
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Live Online - 2 sessions | $450 |
Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.
This class provides you with the essential skills and tools to manage financial data in Excel.
Topics covered in this session include basic financial functions, shortcuts and time-saving techniques, and best practices for forecasting data.
Prerequisites: Intermediate Excel knowledge
Goal: To become better acquainted with the financial capabilities of Excel
Objectives:
- To identify and understand the basic financial functions within Excel
- To increase fluency with shortcuts and time-saving techniques when using Excel
- To accurately forecast data in Excel using various methods
- To create dynamic, financial models
Topics:
- Navigation (shortcuts)
- Formula Writing
- Mixed references (cell locking)
- Goal Seek
- Data Tables
- Scenario Manager
- Present Value/Future Value
- Net Present Value
- Internal Rate of Return
- Date functions
- IFS, AND, OR functions
- Forecasting
- Moving Average
- Icon sets
- Sparklines
- Correlation
- Regression
- Financial Modeling
Michael Magreta
I have over 20 years of experience working with Microsoft programs in both educational and professional settings. This experience spans from simple, as-needed problem-solving techniques, to very complex, pro-active strategies to increase efficiency and production.
Custom training workshops are available for this program
Technology training sessions structured around individual or group learning objectives. Learn more about custom training.
Special Group Rates
For groups of 5 or more, special rates are available. Please contact techtraining@stanford.edu for more details.
University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.
Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.