CertiFiHub
Sign in
Menu
CoursesOpportunitiesFor partnersCartSign in

Courses / Short Learning Series

Excel & Data Analysis for Finance

SL-09 · Technology

Learn to structure finance data so it can be trusted, summarise it with lookups, SUMIFS and PivotTables, build simple models that other people can check, and present the results in charts and dashboards that make the message clear. Every technique is shown with a worked example in AED.

Who it's for

Accountants, finance staff, business owners and managers who use Excel to analyse and report financial information.

What you'll be able to do

  • Structure raw finance data into tidy, named Excel Tables and clean common data problems
  • Retrieve and summarise data with XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS and PivotTables
  • Build finance models with separate inputs, consistent formulas and built-in checks
  • Choose and design charts that state a clear, honest message
  • Lay out a one-page dashboard and keep it accurate when data is refreshed

Lessons

  1. 1Structuring data and tablesreading
  2. 2Lookups, pivots and summariesreading
  3. 3Building reliable finance modelsreading
  4. 4Charts and dashboards that communicatereading