Financial Analysis and Financial Modeling using MS Excel

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[April 2024 update]
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Added a video on the “Analyze Data” option in MS Excel
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Added a new video on how to present geographical financial data using Map charts in Excel
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Added new videos on how to import Finance related data from PDF reports and from websites into Excel
You’re looking for a complete course on understanding Financial Analysis and Financial Modeling using MS Excel to drive business decisions, right?
You’ve found the right Financial Analysis using MS Excel course! Financial Analysis and Financial analytics provides scientific support to decision-making concerning a firm’s money related matters. This course addresses the topic of Financial analysis with a practical focus, focusing especially on demystifying analytics for finance managers, financial analysts from both statistical and computing point of view.
After completing this course you will be able to:
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Use MS Excel to create and automate the calculation of Financial Ratios
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Gain solid understanding on Financial Analysis and the role of Financial Analyst using MS Excel
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Learn basics and advanced level Financial Accounting concepts that are required for Financial Analysis, specifically for job roles of Financial Analysts.
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Make Finance Dashboards required for Financial Analysis and understand all the charts that you can draw in Excel
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Implement predictive ML models such as simple and multiple linear regression to predict outcomes to real-world financial problems
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Use pivot tables filtering and sorting options in Excel to summarize and derive information out of the financial data and to do Financial Analysis for your organization
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Learn the commonly used financial formulas available in excel to calculate depreciation, loan-related calculations, NPV, IRR, etc., required for Financial Analysis
How this course will help you?
A Verifiable Certificate of Completion is presented to all students who undertake this course on Financial Analysis, Strategies & Models in Excel.
If you are a Finance manager, or a Financial Analyst or an executive, or a student who wants to learn Financial Analysis concepts and apply analytics techniques to real-world problems of the Finance business function, this course will give you a solid base for Financial Analysis by teaching you the most popular Financial analysis models and concepts of Financial Accounting and how to implement it them in MS Excel.
Why should you choose this course?
We believe in teaching by example. This course is no exception. Every Section’s primary focus is to teach you the concepts through how-to examples. Each section has the following components:
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Theoretical concepts and use cases of different Financial models required for laying foundation of Financial Analysis
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Step-by-step instructions on implementing Financial Analysis models in MS Excel
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Downloadable Excel files containing data and solutions used in each lecture of Financial Analysis, Financial Accounting in MS Excel
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Class notes and assignments to revise and practice the concepts Financial Analysis, Financial Accounting in MS Excel
The practical classes where we create the model for each of these strategies is something that differentiates this course from any other course available online.
What makes us qualified to teach you?
The course is taught by Abhishek (MBA – FMS Delhi, B. Tech – IIT Roorkee) and Pukhraj (MBA – IIM Ahmedabad, B. Tech – IIT Roorkee). As managers in the Global Analytics Consulting firm, we have helped businesses solve their business problem using Analytics and we have used our experience to include the practical aspects of HR analytics in this course. We have in-hand experience in Financial Analysis and MS Excel.
We are also the creators of some of the most popular online courses – with over 600,000 enrollments and thousands of 5-star reviews like these ones:
This is very good, i love the fact the all explanation given can be understood by a layman – Joshua
Thank you Author for this wonderful course. You are the best and this course is worth any price. – Daisy
Our Promise
Teaching our students is our job and we are committed to it. If you have any questions about the course content, practice sheet, or anything related to any topic, you can always post a question in the course or send us a direct message.
Download Practice files, take Quizzes, and complete Assignments
With each lecture, there are class notes attached for you to follow along. You can also take quizzes to check your understanding of concepts like Financial Analysis, Financial Accounting in MS Excel. Each section contains a practice assignment for you to practically implement your learning on Financial Analysis, Financial Accounting in MS Excel.
What is covered in this course?
The analysis of data is not the main crux of analytics. It is the interpretation that helps provide insights after the application of analytical techniques that makes analytics such an important discipline. We have used the most popular analytics software tool which is MS Excel. This will aid the students who have no prior coding background to learn and implement analytics concepts to actually solve real-world problems of Financial Analysis and Financial Accounting.
Let me give you a brief overview of the course
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Part 1 – Introduction
In this section, we will learn about the course structure and the meaning of some key terms associated with Financial Analysis.
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Part 2 – Essential MS Excel formulas and using them to calculate Financial metrics
In this part, we will start with a tutorial on all the popular MS Excel formulas. Then we will see the implementation of these to calculate and automate the Financial metrics. We also discuss a separate case study where we use Excel to calculate the average cost of external and internal hiring.
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Part 3 – Visualization in Excel and Financial Dashboarding
In this part, we will begin with a tutorial on all the popular charts and graphs that can be drawn in MS Excel. Then we will see the implementation of these to create visualize Financial data. This is an important part of the course which help you grasp in-depth concepts of Financial Analysis in the later part of the course.
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Part 4 – Data summarization using Pivot tables
In this part, we will learn about several advanced topics in MS Excel such as Pivot tables, indirect functions, and also about data formatting. Then we will see the implementation of these to create beautiful summaries of Finance Data. This is one of the building blocks of Financial Analysis and one of the major responsibilities of a Financial Analyst.
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Part 5 – Basics of Machine Learning and Statistics
In this part, we introduce the students to the basics of statistics and ML, as nowadays Financial Analysis is getting integrated with these concepts. This part is for students who have no background understanding of ML and statistics concepts.
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Part 6 – Preprocessing Data for ML models
In this section, you will learn what actions you need to take step by step to get the data and then prepare it for analysis, these steps are very important. We start with understanding the importance of business knowledge then we will see how to do data exploration. We learn how to do uni-variate analysis and bivariate analysis then we cover topics like outlier treatment, missing value imputation, variable transformation, and correlation.
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Part 7 – Linear regression model for predicting metrics
This section starts with a simple linear regression and then covers multiple linear regression.
We have covered the basic theory behind each concept without getting too mathematical about it so that you understand where the concept is coming from and how it is important. But even if you don’t understand it, it will be okay as long as you learn how to run and interpret the result as taught in the practical lectures.
I am pretty confident that the course will give you the necessary knowledge on Financial Accounting, Financial Analysis using MS Excel and skill sets of a Financial Analyst to immediately see practical benefits in your workplace.
Go ahead and click the enroll button, and I’ll see you in lesson 1 of this Financial Analysis course!
Cheers
Start-Tech Academy
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1Welcome to the courseVideo lesson
Welcome to the first lecture of Financial Analysis and Financial Modeling using MS Excel. In this course, we will cover the essentials of financial analysis, including understanding financial statements, analyzing financial ratios, and interpreting financial data to make informed business decisions. We will also delve into financial modeling techniques using MS Excel to forecast future performance and evaluate different scenarios.
This introductory lecture will provide an overview of the course objectives, expectations, and structure. We will discuss the importance of financial analysis in today's business environment and how MS Excel can be a powerful tool for conducting detailed financial analysis and creating accurate financial models. By the end of this course, you will have the skills and knowledge to perform comprehensive financial analysis and build robust financial models to support key business decisions. -
2Course ResourcesText lesson
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3Basic Formula OperationsVideo lesson
In Lecture 3 of Section 2 of the Financial Analysis and Financial Modeling course, we will be covering basic formula operations in MS Excel. It is essential for students to have a solid understanding of Excel formulas and functions as a prerequisite for this lecture. We will be diving into the fundamentals of building financial models, including how to create basic formulas such as addition, subtraction, multiplication, and division in Excel.
Additionally, we will explore more advanced formula operations such as using cell references, performing calculations across multiple sheets, and using logical functions like IF statements. By the end of this lecture, students will have a comprehensive understanding of how to use Excel to analyze financial data and build financial models. This foundational knowledge will be crucial for the rest of the course, as we delve into more complex financial analysis and modeling topics. -
4This is a milestone!Video lesson
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5Important Excel Functions - Sum, Average, Concatenate, TrimVideo lesson
In this lecture, we will be covering the important Excel functions that are necessary for financial analysis and financial modeling. We will first discuss the Sum function, which allows users to quickly add up a range of values in Excel. Understanding how to use the Sum function is crucial for financial analysis as it allows for efficient calculations of total expenses, revenues, or any other financial data that needs to be summed.
Next, we will cover the Average function, which calculates the average of a range of values in Excel. This function is essential for financial modeling as it helps in determining the average performance of a company over a certain period of time. We will also discuss the Concatenate function, which combines two or more strings of text into one cell. This function is useful for creating better visual representations of financial data in Excel. Finally, we will talk about the Trim function, which removes extra spaces from text in Excel. This function is important for cleaning up data and ensuring accuracy in financial models. Understanding and mastering these functions will be crucial for successful financial analysis and modeling using MS Excel. -
6Important Excel Functions- Vlookup, If, Count If, Sum ifVideo lesson
In Lecture 6 of the Financial Analysis and Financial Modeling using MS Excel course, we will be covering important Excel functions that are commonly used in financial analysis. We will start by discussing the Vlookup function, which allows users to search for a value in a table or range and return a corresponding value from a specific column. This function is essential for performing data analysis and making informed financial decisions.
Next, we will delve into the If function, which allows users to set specific conditions and return different outcomes based on those conditions. This function is crucial for conducting financial modeling and scenario analysis. We will also cover the Count If function, which counts the number of cells that meet specific criteria, and the Sum If function, which sums the values in a range based on certain criteria. These functions are fundamental for conducting thorough financial analysis and creating accurate financial models using MS Excel. -
7QuizQuiz
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8Future ValueVideo lesson
In this lecture, we will delve into the concept of future value and its importance in financial analysis and modeling. Future value is the value of an investment at a specified date in the future based on its expected growth rate and compounding interest. We will discuss how to calculate future value using MS Excel formulas and functions, such as the FV function. Understanding future value is essential for making informed investment decisions and planning for future financial goals.
We will also explore different scenarios and examples of calculating future value for various investment options, including annuities and loan repayments. By the end of this lecture, students will have a comprehensive understanding of how future value impacts financial analysis and decision-making, as well as the practical skills to apply this knowledge using MS Excel. Additionally, we will discuss the limitations and assumptions of future value calculations to provide a well-rounded perspective on this important financial concept. -
9Excel: Simple Interest and Compound InterestVideo lesson
In Lecture 8 of Section 3 on Time Value of Money in the course Financial Analysis and Financial Modeling using MS Excel, we will dive into the concepts of Simple Interest and Compound Interest. We will learn how to calculate simple interest using Excel formulas and functions, and understand how it is different from compound interest. Additionally, we will explore the implications of different interest rates and compounding frequencies on the future value of an investment or a loan.
Furthermore, in this lecture, we will cover how to calculate compound interest using Excel and analyze the impact of compounding periods on the growth of an investment. We will also discuss how to create a financial model in Excel to forecast the future value of an investment based on different interest rates and compounding frequencies. By the end of this lecture, students will have a solid understanding of simple and compound interest calculations in Excel, which are essential skills for financial analysis and modeling. -
10Net Present ValueVideo lesson
In Lecture 9 of Section 3, we will be covering the concept of Net Present Value (NPV) in financial analysis and financial modeling using MS Excel. NPV is a crucial tool in determining the profitability of an investment or project by calculating the present value of all cash inflows and outflows associated with it. We will learn how to calculate NPV using Excel functions and formulas, and how to interpret the results to make informed decisions on whether to proceed with an investment.
Additionally, we will explore how NPV is used to compare different investment opportunities and prioritize projects based on their potential returns. We will also discuss the importance of discount rates in NPV calculations, and how sensitivity analysis can help in assessing the impact of changing variables on the NPV of a project. By the end of this lecture, students will have a solid understanding of NPV and its significance in financial analysis, as well as the skills to apply this concept in their own financial models using Excel. -
11Internal Rate of ReturnVideo lesson
In today's lecture on Internal Rate of Return, we will be diving into the concept of time value of money and how it applies to financial analysis and modeling in MS Excel. We will discuss how the internal rate of return (IRR) is used to evaluate the profitability of an investment by calculating the discount rate at which the net present value of all cash flows from the investment equals zero. We will also explore how to calculate IRR using Excel functions and formulas, as well as how to interpret the results to make informed investment decisions.
Furthermore, we will cover practical examples and case studies to demonstrate the application of IRR in real-world financial scenarios. By the end of this lecture, you will have a solid understanding of how to use IRR as a key metric in financial analysis and modeling, and be equipped with the tools necessary to assess the potential return on investment for various projects and opportunities. Be prepared to engage in interactive exercises and discussions to enhance your comprehension and mastery of the internal rate of return concept. -
12EXCEL: NPV and PV for calculating Present ValueVideo lesson
In this lecture, we will delve into the concept of time value of money and how it is applied in financial analysis. Specifically, we will focus on using Microsoft Excel to calculate the present value of future cash flows. Understanding the time value of money is crucial in making investment decisions, as it helps in determining the worth of an investment today based on its future cash flows.
We will explore the NPV (Net Present Value) and PV (Present Value) functions in Excel, which are essential tools for calculating the present value of future cash flows. By learning how to use these functions effectively, you will be able to make more informed financial decisions and evaluate the profitability of different investment opportunities. Through practical examples and hands-on exercises, you will gain a deeper understanding of how to apply these concepts in real-world financial modeling scenarios. -
13Excel: Internal Rate of ReturnVideo lesson
In Lecture 12 of our Financial Analysis and Financial Modeling using MS Excel course, we will be diving into the concept of Internal Rate of Return (IRR). IRR is a crucial metric in finance that helps determine the profitability of an investment by calculating the rate of return at which the present value of cash inflows equals the present value of cash outflows. We will learn how to use MS Excel to calculate IRR for different financial scenarios, such as project investments, bond yields, and loan interest rates.
Throughout this lecture, we will explore various Excel functions and methods to calculate IRR accurately and efficiently. We will also discuss how IRR can be used alongside other financial metrics, such as Net Present Value (NPV), to make informed investment decisions and evaluate the overall financial health of a project or investment opportunity. By the end of this lecture, students will have a solid understanding of how to apply the concept of IRR in Excel for financial analysis and modeling purposes. -
14Excel: NPV and IRR for particular datesVideo lesson
In Lecture 13 of Section 3, we will delve into the use of Microsoft Excel to calculate Net Present Value (NPV) and Internal Rate of Return (IRR) for specific dates. We will learn how to input cash flows for different time periods and calculate the present value of those cash flows using Excel functions. We will also explore how to calculate the IRR of an investment based on the cash flows and the initial investment amount.
Additionally, we will discuss how to use Excel to analyze the time value of money for particular dates. By understanding the concepts of NPV and IRR, students will be able to evaluate the profitability of an investment and make informed decisions based on the financial analysis. Through hands-on examples and practice exercises, students will gain a deeper understanding of how to apply these concepts in real-world financial modeling scenarios. -
15QuizQuiz
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16Horizontal and Vertical AnalysisVideo lesson
In Lecture 14 of Section 4 of the course "Financial Analysis and Financial Modeling using MS Excel," we will delve into the important topic of Horizontal and Vertical Analysis of Profit and Loss Statements. Horizontal analysis involves comparing financial data over different periods to observe trends and changes in a company's performance over time. We will discuss how to calculate and interpret horizontal analysis to identify growth or decline in revenue, expenses, and profitability.
Additionally, we will explore Vertical analysis, which involves comparing different line items on a Profit and Loss Statement as a percentage of total revenue. This analysis helps us understand the composition of expenses and how they relate to the company's overall financial performance. We will go through examples and case studies to demonstrate how to perform vertical analysis using MS Excel and how to use the insights gained to make informed decisions regarding a company's financial health. -
17Excel: Vertical AnalysisVideo lesson
In today's lecture, we will be delving into the topic of vertical analysis as it pertains to the profit and loss statement. Vertical analysis is a method of financial statement analysis in which each line item on a financial statement is represented as a percentage of a base figure. This allows for a more detailed examination of a company's financial performance and can help identify trends and areas for improvement.
We will be using MS Excel to demonstrate how to perform vertical analysis on a profit and loss statement. By breaking down revenues, expenses, and net income as percentages of total revenue, we can gain valuable insights into the company's financial health and efficiency. This analysis can help managers make informed decisions about cost control, pricing strategies, and overall business performance. Stay tuned for practical examples and hands-on exercises to deepen your understanding of this important financial analysis technique. -
18Excel: Horizontal AnalysisVideo lesson
In Lecture 16 of the Financial Analysis and Financial Modeling course, we will delve into the topic of Horizontal Analysis as applied to Profit and Loss Statements. This analysis technique is crucial in assessing the changes in key financial metrics over time, allowing us to identify trends and patterns to make informed business decisions. We will learn how to create Horizontal Analysis using MS Excel, comparing line items such as revenues, expenses, and net income across multiple periods to gain insights into the financial health and performance of a company.
Through hands-on exercises and examples, we will explore various formulas and functions in Excel that will enable us to perform Horizontal Analysis efficiently. By the end of this lecture, students will be equipped with the skills to interpret the results of their analysis and draw conclusions about the financial performance of a company. This knowledge will be valuable in conducting thorough financial analysis, making projections, and developing strategies to improve profitability and sustainability. -
19QuizQuiz
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20Loan Repayment conceptsVideo lesson
In Lecture 17 of our Financial Analysis and Financial Modeling course, we will be diving into the essential topic of Loan Repayment Calculations. We will start by discussing the different types of loans that individuals and businesses commonly use, such as fixed-rate loans, adjustable-rate loans, and balloon loans. We will explore how these different types of loans work and the implications they have on repayment calculations.
Furthermore, we will cover the key concepts and formulas needed to calculate loan repayments accurately using Microsoft Excel. We will discuss how to calculate monthly payments, total interest paid over the life of the loan, and how to create an amortization schedule to track the repayment progress. By the end of this lecture, students will have a solid understanding of loan repayment calculations and be able to apply this knowledge to real-world financial modeling scenarios. -
21Excel: Calculating PaymentsVideo lesson
In Lecture 18 of Financial Analysis and Financial Modeling using MS Excel, we will be covering the topic of Loan Repayment Calculations. Specifically, we will be focusing on how to calculate loan payments using Excel. We will discuss the different formulas and functions that Excel offers to help us determine the amount of each loan payment, including the PMT function and the IRR function.
Additionally, we will explore how to create an amortization schedule in Excel, which will help us track the repayment of a loan over time. We will review the process of setting up the schedule, including inputting the loan amount, interest rate, and term of the loan. By the end of this lecture, you will have a solid understanding of how to use Excel to calculate loan payments and create an amortization schedule, which are essential skills for financial analysts and professionals in the field. -
22Excel: Calculating Rate or TermVideo lesson
In Lecture 19, we will focus on using MS Excel to calculate the interest rate or term of a loan. Understanding how to calculate these values is crucial in financial analysis and modeling. We will discuss the various formulas and functions in Excel that can help in determining the interest rate or term of a loan, such as the RATE and NPER functions.
We will also cover practical examples and case studies to demonstrate how to apply these calculations in real-life scenarios. By the end of this lecture, students will have a solid understanding of how to use Excel to calculate the rate or term of a loan, which will be beneficial in making informed financial decisions and conducting accurate financial analysis. -
23QuizQuiz
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24Depreciation Methods and Straight Line MethodVideo lesson
In Lecture 20 of our Financial Analysis and Financial Modeling course, we will be diving into the various methods of calculating depreciation, with a specific focus on the Straight Line Method. This method is one of the simplest and most commonly used methods for calculating depreciation, where the cost of an asset is spread out evenly over its useful life. We will explore how to calculate depreciation expense using this method, as well as the advantages and disadvantages of using the Straight Line Method in financial modeling.
Additionally, we will discuss other methods of calculating depreciation, such as the declining balance method and the units of production method. We will compare these methods to the Straight Line Method and evaluate the impact they can have on financial statements and decision-making. By the end of this lecture, students will have a solid understanding of different depreciation methods and how to apply them in financial analysis and modeling using MS Excel. -
25Double Declining Balance DepreciationVideo lesson
In today's lecture, we will be diving into the method of Double Declining Balance Depreciation. This method is commonly used in financial analysis to calculate the depreciation expense for an asset over its useful life. We will discuss the formula and steps involved in using this method, as well as the advantages and limitations of using Double Declining Balance Depreciation in financial modeling.
Additionally, we will walk through examples of applying the Double Declining Balance Depreciation method in MS Excel. By the end of this lecture, you will have a clear understanding of how to calculate depreciation using this method and will be able to incorporate it into your financial analysis and modeling projects. So, be prepared to sharpen your Excel skills and learn a valuable tool for evaluating asset values and financial performance. -
26Sum of Years Digits MethodVideo lesson
In Lecture 22 of Section 6 of our Financial Analysis and Financial Modeling course, we will be discussing the Sum of Years Digits Method for calculating depreciation. This method is a more accelerated form of depreciation compared to straight-line or double declining balance methods. We will cover the formula for calculating depreciation using this method and discuss how to apply it in financial modeling using MS Excel.
Additionally, we will delve into the advantages and disadvantages of using the Sum of Years Digits Method for calculating depreciation. By understanding the implications of choosing this method, you will be able to make informed decisions when it comes to financial analysis and forecasting in your business endeavors. Join us in Lecture 22 for a comprehensive exploration of the Sum of Years Digits Method and its significance in financial modeling. -
27Excel: Calculating DepreciationVideo lesson
In lecture 23 of the Financial Analysis and Financial Modeling using MS Excel course, we will be discussing methods of calculating depreciation. Depreciation is a crucial element in financial analysis as it represents the decrease in value of an asset over time. We will explore various methods of calculating depreciation, such as straight-line depreciation, double-declining balance depreciation, and units of production depreciation. Each method has its own advantages and disadvantages, and we will discuss when each method is most appropriate to use in different scenarios.
Additionally, in this lecture, we will delve into how to calculate depreciation in Excel. Excel is a powerful tool for financial modeling and analysis, and being able to accurately calculate depreciation using Excel can streamline the process and reduce errors. We will walk through step-by-step examples of how to set up formulas in Excel to calculate different depreciation methods, and discuss best practices for organizing and formatting your depreciation calculations in Excel. By the end of this lecture, you will have a solid understanding of how to calculate depreciation using Excel and be well-equipped to apply this knowledge in your own financial analysis projects. -
28QuizQuiz
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29Theory: Financial RatiosVideo lesson
In Lecture 24 of Section 7 on Financial Ratio Analysis, we will delve into the theory behind financial ratios and their importance in financial analysis. Financial ratios are tools used to assess a company's financial performance, stability, and profitability. By analyzing a company's financial ratios, investors, analysts, and stakeholders can evaluate the company's financial health and make informed decisions.
During this lecture, we will discuss the different types of financial ratios, such as liquidity ratios, profitability ratios, solvency ratios, and efficiency ratios. We will also explore how to calculate and interpret these ratios using MS Excel. Understanding financial ratios is crucial for making investment decisions, evaluating a company's performance, and comparing companies within the same industry. This lecture will provide you with the knowledge and skills to effectively use financial ratios in your financial analysis and modeling. -
30Excel: Building a Template for Financial Ratio AnalysisVideo lesson
In this lecture, we will focus on Excel and how to build a template for financial ratio analysis. Financial ratio analysis is a crucial part of financial analysis as it helps in evaluating the financial health and performance of a company. We will discuss the different types of financial ratios such as liquidity ratios, profitability ratios, solvency ratios, and efficiency ratios. By the end of this lecture, you will be able to understand how to calculate these ratios using Excel formulas and create a template to analyze the financial data effectively.
We will also cover the importance of trend analysis and benchmarking in financial ratio analysis. Trend analysis helps in understanding the historical performance of a company and identifying any patterns or anomalies over time. Benchmarking, on the other hand, involves comparing the financial ratios of a company with those of its competitors or industry standards to assess its performance relative to others. By the end of this lecture, you will have a comprehensive understanding of how to use Excel to build a template for financial ratio analysis and interpret the results effectively.
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32Excel Charts - Categories of messages that can be conveyedVideo lesson
In Lecture 27 of the Financial Analysis and Financial Modeling using MS Excel course, we will be discussing Excel Charts and the categories of messages that can be conveyed through them. We will explore how to effectively use different types of charts to display data in a clear and visually appealing way. From line charts to pie charts, bar graphs to scatter plots, we will examine the strengths and weaknesses of each type and when they are most appropriate to use.
Additionally, we will delve into creating dashboards in Excel to present summarized data in a dynamic and interactive format. Dashboards allow users to quickly interpret complex information and make informed decisions. We will go over how to customize and design dashboards to effectively communicate key metrics and trends to stakeholders. By the end of this lecture, students will have a solid understanding of how to use Excel Charts and Dashboards to convey valuable insights and analysis in a professional and impactful manner. -
33Elements of chartsVideo lesson
In Lecture 28 of our Financial Analysis and Financial Modeling course, we will be focusing on the essential elements of creating charts in MS Excel. We will delve into the various types of charts that can be used to represent financial data effectively, such as line charts, bar charts, pie charts, and scatter plots. We will also discuss the importance of selecting the appropriate chart type based on the specific data being presented and the insights that need to be conveyed to stakeholders.
Furthermore, we will explore how to customize charts in Excel to make them more visually appealing and informative. This includes editing chart titles, axes labels, gridlines, and legends to enhance the clarity and readability of the charts. We will also demonstrate how to add data labels, trendlines, and annotations to highlight key points in the data. By the end of this lecture, you will have a solid understanding of how to create impactful charts and dashboards using MS Excel for financial analysis and modeling purposes. -
34The Easy way of creating chartsVideo lesson
In Lecture 29 of Financial Analysis and Financial Modeling using MS Excel, we will be focusing on the easy way of creating charts in Excel. We will explore various types of charts such as bar charts, line charts, pie charts, and more, and learn how to effectively present financial data using these charts. We will also discuss the importance of visual representation in financial analysis and how charts can help in making data-driven decisions.
Additionally, in this lecture, we will delve into creating interactive dashboards in Excel that can provide a snapshot of key financial metrics and KPIs. We will learn how to customize and format dashboards to create a visually appealing and informative tool for decision-making. By the end of this lecture, students will gain a thorough understanding of how to use Excel to create powerful and insightful charts and dashboards for financial analysis. -
35Bar and column chartsVideo lesson
In Lecture 30 of the course "Financial Analysis and Financial Modeling using MS Excel," we will be diving into the topic of bar and column charts. We will start by discussing the differences between bar and column charts and when it is appropriate to use each type of chart in financial analysis. We will then explore how to create these charts in Excel, including how to format and customize them to effectively communicate financial data.
During this lecture, we will also cover the use of bar and column charts in creating financial dashboards in Excel. We will discuss best practices for designing dashboards that are easy to read and interpret, including how to display key financial metrics and trends using these types of charts. By the end of this lecture, you will have a solid understanding of how to use bar and column charts to effectively visualize and analyze financial data in Excel. -
36Formating chartsVideo lesson
In Lecture 31 of Financial Analysis and Financial Modeling using MS Excel, we will be diving into the topic of formatting charts. We will discuss various techniques for enhancing the visual appeal of charts in Excel, such as adjusting colors, fonts, and borders. We will also explore how to add titles, labels, and legends to make the information in our charts more clear and impactful. Additionally, we will cover how to customize chart elements like axes, gridlines, and data points to effectively communicate our data analysis.
Furthermore, in this lecture, we will delve into creating interactive dashboards in Excel using charts. We will learn how to link charts to cell values, allowing them to dynamically update as the underlying data changes. We will also explore the use of slicers and timelines to filter and analyze data in our charts. By the end of this lecture, students will have a solid understanding of how to create visually appealing and interactive charts and dashboards in Excel for effective financial analysis and modeling. -
37Line ChartsVideo lesson
In this lecture, we will focus on Line Charts and how they can be used in financial analysis and financial modeling. Line charts are a powerful tool for visually representing changes in data over time, making them ideal for tracking trends and patterns within financial data. We will cover how to create line charts in MS Excel, including selecting the appropriate data range, formatting the chart to make it clear and easy to read, and adding titles and labels to enhance the interpretation of the data.
Furthermore, we will discuss how to use line charts to create dynamic dashboards in Excel. Dashboards are an effective way to display key metrics and KPIs in a visually appealing and easy-to-understand format. By combining multiple line charts on a single dashboard, we can create a comprehensive view of financial performance and trends, allowing users to quickly identify insights and make informed decisions. Overall, this lecture will provide you with the knowledge and skills needed to leverage line charts and dashboards in Excel for improved financial analysis and modeling. -
38Area ChartsVideo lesson
In Lecture 33 of our Financial Analysis and Financial Modeling course, we will be diving into the topic of Area Charts. We will discuss how Area Charts can be used to visualize data over time and compare trends in different categories. We will demonstrate how to create Area Charts in MS Excel, including choosing the right data, formatting the chart, and adding labels and titles for clarity. Additionally, we will explore how to customize the appearance of Area Charts to make them more visually appealing and easier to understand for stakeholders.
Towards the end of the lecture, we will also cover the concept of Dashboards in Excel and how they can be used to present multiple Area Charts and other financial data in a single, interactive display. We will provide tips and best practices for designing effective financial dashboards that provide valuable insights at a glance. By the end of this lecture, students will have a comprehensive understanding of how to create and utilize Area Charts and Dashboards in Excel for financial analysis and modeling purposes. -
39Pie and Doughnut ChartsVideo lesson
In this lecture, we will be focusing on creating pie and doughnut charts in Excel. We will start by discussing the differences between these two types of charts and when it is appropriate to use each one. We will then walk through step-by-step instructions on how to create these charts in Excel, including selecting the data, choosing the appropriate chart type, and customizing the appearance of the chart to make it more visually appealing and easy to understand.
Next, we will explore how to use pie and doughnut charts in financial analysis and financial modeling. We will discuss how these charts can be used to visualize data such as percentage breakdowns, market share, and budget allocations. We will also cover best practices for presenting this information in a clear and concise manner using charts and dashboards in Excel. By the end of this lecture, you will have the skills and knowledge necessary to create professional-looking pie and doughnut charts that will enhance your financial analysis and modeling projects. -
40Why we should avoid Pie chartsVideo lesson
In Lecture 35 of the Financial Analysis and Financial Modeling using MS Excel course, we will explore the reasons why it is advisable to avoid using pie charts in financial analysis and reporting. We will discuss the limitations of pie charts such as difficulty in accurately comparing data, potential distortion of information due to varying angles, and how pie charts can be misleading when representing large data sets.
Furthermore, we will delve into alternative charting options that are more suitable for displaying financial data effectively, such as bar graphs, line charts, and scatter plots. We will also learn how to create interactive and dynamic dashboards in Excel that can provide a comprehensive overview of financial performance and key metrics in a clear and visually appealing manner. By the end of this lecture, students will have a better understanding of the best practices for chart selection in financial modeling and analysis. -
41Scatter plot or XY chartVideo lesson
In Lecture 36 of our Financial Analysis and Financial Modeling course, we will be diving into the world of Scatter plots and XY charts in Microsoft Excel. These types of charts are essential tools for visualizing relationships between two variables and identifying any potential correlations that may exist. By the end of this lecture, you will be equipped with the knowledge and skills to create powerful and informative Scatter plots and XY charts to enhance your financial analysis and modeling capabilities.
We will begin by exploring the fundamentals of Scatter plots and XY charts, including how to choose the appropriate data series, set up the axes, and customize the appearance of the chart. We will then move on to more advanced topics, such as adding trendlines, data labels, and annotations to your charts to further enhance their interpretability. By the end of this lecture, you will have a comprehensive understanding of how to effectively leverage Scatter plots and XY charts in Excel to communicate your financial insights with clarity and impact. -
42Frequency Distribution and HistogramsVideo lesson
In Lecture 37 of the Financial Analysis and Financial Modeling using MS Excel course, we will be covering the topic of frequency distribution and histograms. We will start by defining what frequency distribution is and its importance in data analysis. We will then learn how to create frequency distributions in Excel using various functions and tools. Understanding frequency distribution is crucial for making informed decisions based on data analysis.
In the second part of the lecture, we will delve into the concept of histograms and how they can be used to visually represent frequency distributions. We will explore the different types of histograms and learn how to create them using Excel. Additionally, we will discuss how to interpret histograms and draw insights from them to make better financial decisions.Overall, this lecture will provide students with the necessary skills to analyze and present data effectively using Excel charts and dashboards. -
43Stock ChartsVideo lesson
In Lecture 38 of our Financial Analysis and Financial Modeling using MS Excel course, we will be diving into the world of stock charts. Stock charts are essential tools for analyzing and interpreting the performance of individual stocks and the stock market as a whole. We will learn how to create various types of stock charts in Excel, such as line charts, candlestick charts, and bar charts, and how to interpret the information they convey.
Additionally, we will explore how to create interactive dashboards using Excel, allowing us to visualize and track the performance of multiple stocks simultaneously. By the end of this lecture, you will have the skills to create professional-looking stock charts and dashboards that will enhance your financial analysis and decision-making abilities. Join us as we delve into the exciting world of stock charts and dashboards in Excel! -
44SparklinesVideo lesson
In Lecture 39 of the Financial Analysis and Financial Modeling using MS Excel course, we will be covering the topic of sparklines. Sparklines are small, high-resolution graphics that provide a visual representation of data without taking up a lot of space on a spreadsheet. We will discuss how to create different types of sparklines such as line, column, and win/loss sparklines, and how to customize them to fit your data analysis needs.
Additionally, we will explore how to create interactive dashboards using Excel that include sparklines. Dashboards are a powerful way to consolidate and visualize data from multiple sources in a single, easy-to-read format. We will cover how to use sparklines within dashboards to summarize trends and patterns in data, as well as how to create dynamic dashboards that update automatically based on changes in the underlying data. By the end of this lecture, you will have a solid understanding of how to use sparklines and dashboards to enhance your financial analysis and modeling capabilities in Excel. -
45Waterfall ChartVideo lesson
In this lecture, we will delve into the topic of Waterfall Charts, which are a powerful tool used in financial analysis to visualize the cumulative effect of positive and negative values on a starting value. We will learn how to create Waterfall Charts in MS Excel, including how to format the chart to make it visually appealing and easy to interpret. We will also discuss when it is appropriate to use a Waterfall Chart, and how to interpret the insights gained from the chart to make informed financial decisions.
Additionally, we will explore how to create interactive dashboards in Excel to present financial data in a clear and concise manner. We will cover the basics of dashboard design, including how to use charts, graphs, and tables to communicate key performance indicators and financial metrics effectively. By the end of this lecture, you will have a solid understanding of how to create dynamic and visually appealing dashboards using Excel, enabling you to present financial information in a way that is both informative and engaging. -
46Heat MapsVideo lesson
In this lecture, we will delve into the world of heat maps and how they can be used in financial analysis and modeling using MS Excel. We will discuss the purpose of heat maps, which is to visually represent data using different colors to show patterns, trends, and relationships. We will learn how to create a heat map in Excel by using conditional formatting and color scales to assign colors to different data points based on their value.
Furthermore, we will explore how heat maps can be used in financial modeling to track performance, identify outliers, and make informed decisions. We will also discuss the advantages of using heat maps in Excel, such as improving data visualization, enhancing data interpretation, and simplifying complex data sets. By the end of this lecture, you will have a solid understanding of how to create and analyze heat maps in Excel for effective financial analysis and modeling. -
47QuizQuiz
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49Financial Dashboard - IntroductionVideo lesson
In Lecture 43 of Financial Analysis and Financial Modeling using MS Excel, we will dive into the world of finance dashboards. We will discuss the importance of financial dashboards in analyzing financial data and making informed decisions. We will explore how finance dashboards can help organizations track key financial metrics, monitor performance, and identify trends that can impact the bottom line.
Additionally, we will walk through a case study focused on creating a finance dashboard using MS Excel. We will cover how to design and structure the dashboard, select relevant financial data to include, and use various Excel functions and tools to visualize the data. By the end of this lecture, you will have a solid understanding of how to create an effective finance dashboard that can help drive strategic decision-making in your organization. -
50Financial Dashboard - Time Series of Profit & Profit MarginVideo lesson
In this lecture, we will be diving into the creation of a finance dashboard using Microsoft Excel. Specifically, we will focus on analyzing the time series data of profit and profit margin. By utilizing Excel's various tools and functions, we will learn how to create interactive visualizations that will help us track and analyze the financial performance of a company over time.
We will start by importing the historical financial data into Excel and organizing it in a way that is conducive to creating a dynamic dashboard. We will then calculate the profit and profit margin for each period and plot them on a time series graph. Through this analysis, we will be able to identify trends, patterns, and anomalies in the financial data, allowing us to make informed decisions and strategic recommendations for the company's financial health and performance. -
51Financial Dashboard - Trend of Revenue and ProjectionVideo lesson
In Lecture 45 of the Financial Analysis and Financial Modeling course, we will be diving into the topic of creating a finance dashboard to analyze trends in revenue and make projections using MS Excel. We will discuss the importance of having a clear and concise dashboard that provides a visual representation of key financial metrics, allowing for quick and easy decision-making. Through this case study, we will learn how to design a finance dashboard that displays revenue trends over time, compares actual revenue to projected revenue, and helps in forecasting future revenue based on historical data.
During the lecture, we will explore various Excel functions and tools that can be used to create dynamic charts and graphs for the finance dashboard. We will also discuss best practices for organizing and presenting financial data in a way that is both informative and visually appealing. By the end of the lecture, students will have a solid understanding of how to build a comprehensive finance dashboard that can be used to track revenue trends and make accurate projections for their business or organization. -
52Financial Dashboard - Expense Analysis using Pie ChartVideo lesson
In this lecture, we will be focusing on financial dashboard creation using MS Excel for expense analysis. We will discuss how to create a visually appealing and informative pie chart that represents expenses in different categories. By using MS Excel's tools and functions, we will learn how to input and organize financial data to generate a pie chart that will help in understanding where the company's money is being spent.
Additionally, we will explore how to customize the appearance of the pie chart, add labels, and manipulate data to showcase the expense analysis in a clear and concise manner. By the end of this lecture, students will have a better understanding of how to utilize pie charts in financial modeling to analyze expenses and make informed decisions for better financial management. -
53Financial Dashboard - Target monitoring using Column chartVideo lesson
In Lecture 47 of our Financial Analysis and Financial Modeling course, we will be diving into the topic of creating a financial dashboard for target monitoring using column charts in MS Excel. We will discuss the importance of setting targets for financial metrics and how a dashboard can help track progress towards those targets. We will learn the step-by-step process of creating a column chart in Excel to visualize key financial data such as revenue, expenses, and profits.
Furthermore, we will walk through a case study on building a finance dashboard using real financial data. We will explore how to customize the column chart to display various performance indicators and how to use conditional formatting to highlight areas of concern or success. By the end of this lecture, students will have a solid understanding of how to create an effective financial dashboard for monitoring targets and making informed business decisions based on the data presented. -
54Financial Dashboard - Collating and Formatting to create a DashboardVideo lesson
In Lecture 48 of Financial Analysis and Financial Modeling using MS Excel, we will be discussing the creation of a Finance Dashboard. Specifically, we will focus on collating and formatting data to effectively present financial information in a concise and visually appealing manner. Through the use of Excel, we will learn how to organize various financial metrics such as revenue, expenses, profits, and cash flows to create a comprehensive dashboard that can provide a snapshot of the company's financial health.
During this lecture, we will cover the importance of selecting the right financial metrics to include in a dashboard and how to format them in a way that is easy to read and interpret. We will explore various Excel functions and formatting tools that can help us create dynamic and interactive dashboards that can be updated easily with new data. By the end of this lecture, students will have the skills necessary to design and build their own finance dashboard that can be used for financial analysis and decision-making purposes.
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55Pivot TablesVideo lesson
In today's lecture on Pivot Tables, we will be exploring how to use this powerful tool in Microsoft Excel for financial analysis and modeling. Pivot Tables allow us to summarize and analyze large sets of financial data quickly and efficiently. We will cover the basics of creating Pivot Tables, including selecting data ranges, organizing data fields, and formatting the table to present data in a clear and concise manner.
We will also dive into more advanced features of Pivot Tables, such as creating calculated fields, sorting and filtering data, and grouping data for more detailed analysis. By the end of this lecture, you will have a solid understanding of how to use Pivot Tables to streamline your financial analysis process and make more informed business decisions. Don't miss out on this opportunity to enhance your Excel skills and take your financial modeling to the next level! -
56Pivot ChartsVideo lesson
In this lecture, we will be focusing on pivot tables, which are a powerful tool in Microsoft Excel for organizing and summarizing data. We will cover how to create pivot tables, modify their structure, and customize their appearance to suit specific analysis needs. Pivot tables allow users to quickly analyze large data sets, identify trends, and draw meaningful insights that can inform strategic decision-making.
Additionally, we will delve into pivot charts, which are graphical representations of pivot table data. Pivot charts provide visual representations of the summarized data in a pivot table, making it easier to interpret and analyze trends. We will discuss how to create, customize, and format pivot charts to effectively communicate financial analysis findings. This lecture aims to equip students with the skills necessary to utilize pivot tables and pivot charts in financial modeling and analysis, enhancing their ability to extract valuable insights from complex data sets.
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58Importing tables from PDF - Excel 2021 and office 365Video lesson
In this lecture, we will be covering the topic of importing financial data from external data sources, focusing specifically on importing tables from PDF documents into MS Excel. We will explore various methods and tools available in Excel 2021 and Office 365 that can help streamline this process and ensure accuracy in importing financial information. By the end of this lecture, students will have a comprehensive understanding of how to efficiently import tables from PDF files into Excel for financial analysis and modeling purposes.
Key topics that will be covered include different techniques for importing tables from PDF documents, such as using the "Insert Data from Picture" feature in Excel, converting PDF tables into editable formats, and importing data from PDF tables with complex structures. We will also discuss best practices for handling errors and inconsistencies that may arise during the importing process, as well as strategies for organizing and formatting imported financial data to improve clarity and usability in Excel. By the end of this lecture, students will have the skills and knowledge needed to effectively import financial tables from PDF documents into Excel for accurate financial analysis and modeling. -
59Importing data from websites - Excel 2019 and office 365Video lesson
In Lecture 53 of Section 14 of our course on Financial Analysis and Financial Modeling using MS Excel, we will cover the process of importing financial data from external websites directly into Excel. With the use of Excel 2019 and Office 365, we will discuss the various methods and tools available to easily import data from websites such as stock market data, economic indicators, and other financial information. This lecture will provide you with a step-by-step guide on how to set up and utilize web queries, which will enable you to automate the process of importing data and keeping it updated in your Excel spreadsheets.
Furthermore, we will explore the possibilities of using dynamic external data connections to ensure that your financial models are always up-to-date with the latest information available online. By the end of this lecture, you will have the necessary skills to retrieve and import financial data from websites and seamlessly integrate it into your Excel worksheets for analysis and modeling purposes. This knowledge will be essential for any financial analyst or professional looking to streamline their data collection process and enhance the accuracy and efficiency of their financial modeling work.
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61Types of DataVideo lesson
In this lecture, we will be discussing the different types of data that financial analysts encounter when performing statistical analysis. We will cover the two main categories of data: qualitative and quantitative. Qualitative data is descriptive and categorical, such as states or types of products, while quantitative data consists of numerical values that can be measured and compared.
Additionally, we will delve into the subcategories of quantitative data, including discrete and continuous data. Discrete data is made up of distinct values and cannot be broken down into smaller components, such as the number of employees in a company. On the other hand, continuous data can take on any value within a range and can be measured with greater precision, such as the revenue generated by a business over a period of time. Understanding the different types of data is crucial for financial analysts to accurately interpret and analyze financial information using statistical tools in Microsoft Excel. -
62Types of StatisticsVideo lesson
In this lecture, we will be delving into the basics of statistics and exploring the various types of statistics that are commonly used in financial analysis and modeling. We will discuss descriptive statistics, which include measures such as mean, median, mode, variance, and standard deviation. These statistics are essential for summarizing and interpreting data in a meaningful way, allowing us to gain insights into the underlying trends and patterns present in financial data sets.
Additionally, we will cover inferential statistics, which are used to draw conclusions and make predictions based on sample data. We will explore concepts such as hypothesis testing, confidence intervals, and regression analysis, which are crucial for making informed decisions in financial modeling. By understanding the different types of statistics and how they can be applied in financial analysis, you will be better equipped to analyze and interpret financial data accurately and efficiently. -
63Describing data GraphicallyVideo lesson
In Lecture 57 of Section 16 on the Basics of Statistics in the course "Financial Analysis and Financial Modeling using MS Excel," we will be diving into the topic of describing data graphically. We will explore various techniques and tools in Microsoft Excel that can be used to visually represent and analyze financial data. By the end of this lecture, students should have a firm understanding of how to use graphs, charts, and other graphical representations to communicate key insights and trends in financial data.
This lecture will cover different types of graphs and charts that are commonly used in financial analysis, such as bar graphs, line graphs, and pie charts. We will discuss when and how to use each type of graph effectively to represent different types of data. Additionally, we will walk through practical examples and case studies to demonstrate the importance of visualizing data in financial analysis. By the end of this lecture, students should feel confident in their ability to create compelling and informative visualizations of financial data using Microsoft Excel. -
64Measures of CentersVideo lesson
In this lecture, we will delve into the basics of statistics as they relate to financial analysis and financial modeling using MS Excel. We will begin by discussing the concept of measures of central tendency, which are statistical measures that indicate the center or average of a set of data. Understanding these measures is crucial for making informed financial decisions and conducting accurate financial analyses. We will cover key concepts such as mean, median, and mode, and demonstrate how to calculate these measures using Excel formulas.
Next, we will explore the practical applications of measures of centers in financial analysis and modeling. We will discuss how these measures can help investors and analysts interpret and summarize large sets of financial data, providing valuable insights into trends and patterns. By mastering these fundamental statistical concepts, students will be better equipped to analyze financial statements, assess investment opportunities, and make sound financial decisions. Additionally, we will showcase real-world examples of using measures of centers to interpret financial data and provide hands-on practice exercises to reinforce learning objectives. -
65Measures of DispersionVideo lesson
In Lecture 59 of Section 16 of the course "Financial Analysis and Financial Modeling using MS Excel," we will be diving into the topic of Measures of Dispersion. In this lecture, we will explore the different measures that are used to quantify the spread or variability of a data set. We will cover concepts such as range, variance, standard deviation, and coefficient of variation, and discuss how these measures can help us better understand and analyze financial data.
We will also learn how to calculate these measures using MS Excel, and how to interpret the results to make informed decisions in financial analysis and modeling. By the end of this lecture, students will have a solid understanding of how to assess the variability of data sets, which is essential for making accurate forecasts and projections in finance. -
66QuizQuiz
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67Introduction to Machine LearningVideo lesson
In Lecture 60 of the Financial Analysis and Financial Modeling course, we will delve into the world of Machine Learning. Machine Learning is a branch of artificial intelligence that focuses on the development of algorithms and models that allow computers to learn from and make predictions or decisions based on data. In this introductory lecture, we will discuss the basics of Machine Learning, its applications in finance, and how it can be used to enhance financial analysis and modeling.
We will cover topics such as supervised learning, unsupervised learning, and reinforcement learning, as well as popular Machine Learning algorithms such as linear regression, decision trees, and neural networks. Additionally, we will explore how to use MS Excel as a tool for implementing Machine Learning algorithms and creating predictive models. By the end of this lecture, students will have a solid understanding of the fundamentals of Machine Learning and be prepared to apply these concepts to real-world financial scenarios. -
68Building a Machine Learning ModelVideo lesson
In Lecture 61 of Section 17 of the course "Financial Analysis and Financial Modeling using MS Excel," we will be diving into the introduction of machine learning. We will cover the basics of machine learning, its applications in financial analysis, and how it can be used to build predictive models for making informed decisions in the finance industry. We will explore the different types of machine learning algorithms, such as supervised learning, unsupervised learning, and reinforcement learning, and discuss how they can be applied to analyze financial data.
Furthermore, we will delve into the process of building a machine learning model using MS Excel. We will discuss the steps involved in preparing the data, selecting the appropriate algorithm, training the model, and evaluating its performance. By the end of this lecture, students will have a solid understanding of how machine learning can be leveraged in financial analysis and how to implement it using MS Excel to make accurate predictions and informed decisions in the finance industry.

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