## Course curriculum

• 1

### Introduction

• Course introduction

• Learning objectives

• Download Excel files and course notes

• 2

### Excel Template Setup

• Template setup learning objectives

• Dynamic dates and time periods with IF statements

• Dynamic totals and averages with the OFFSET function

• IF statement and OFFSET function exercise

• Scenarios with the VLOOKUP and CHOOSE functions

• Dynamic outputs with IF statements

• Template formatting

• Interactive exercise 1

• 3

### Financial Statements

• Financial statements learning objectives

• Debt schedule with PMT, IPMT, and IF functions

• XNPV and XIRR with DATE and IF functions

• Adding OFFSET to XNPV and XIRR

• Formatting with sections and grouping

• PMT, IPMT, XNPV and XIRR exercise

• 4

### Financial Analysis

• Financial analysis learning objectives

• Summary data with VLOOKUP

• INDEX function

• MATCH function

• INDEX MATCH MATCH

• Goal seek (what-if analysis)

• Dynamic totals with INDIRECT and SUM functions

• Interactive exercise 2

• CELL function

• COUNT and COUNTA functions

• RIGHT, CELL, LEN, and FIND functions

• Combining RIGHT, CELL, LEN, and FIND

• Combining IF with AND, OR formulas

• Interactive exercise 3

• 5

### Tables

• Tables in Excel learning objectives

• Setting up a data table

• Linking and formatting the data table

• Setting up a pivot table

• Pivot table field settings

• Pivot table filters

• Pivot table calculated fields

• Pivot table slicer and timeline

• Interactive exercise 4

• 6

### Charts

• Charts in Excel learning objectives

• Combination column and line charts

• Stacked column chart

• IFERROR function

• Dynamic charts

• Dynamic charts continued

• Interactive exercise 5

• 7

### Macros

• Macros learning objectives

• Recording macros

• Form control

• Interactive exercise 6

• 8

### Final Product

• Review of the final product