Microsoft Excel for Financial Analysis

Microsoft Excel for Financial Analysis

By PivotViz

Discover how Excel can fast-track your reporting processes, improve productivity, and transform your financial analysis workflow.

Date and time

Location

Makati Diamond Residences

118 Legazpi Street Makati, NCR 1229 Philippines

Lineup

Agenda

9:00 AM - 10:30 AM

Session 1: Excel Fundamentals for Efficiency

Learn how to connect to data from various sources, consolidate information, and structure it into a clean, analysis-ready format. We’ll cover essential Excel productivity tips, dynamic formulas, and ...

10:30 AM - 10:40 AM

Morning Break

10:40 AM - 12:00 PM

Session 2: Mastering XLOOKUP

Learn how to avoid errors, retrieve values from other tables, and seamlessly link datasets for analysis. This session will equip you with techniques to build reliable, error-proof models that ensure ...

12:00 PM - 1:00 PM

Lunch Break

1:00 PM - 3:00 PM

Session 3: Faster Reporting with PivotTables

Turn raw data into summarize insights. Learn how to aggregate financial data with PivotTables, get creative in building analyses and automate recurring reports By the end of this session, you’ll kn...

3:00 PM - 3:15 PM

Afternoon Break

3:15 AM - 4:30 PM

Session 4: Mastering PivotTable Calculations for Finance

Go beyond the basics and unlock the full calculation power of PivotTables. In this session, you’ll explore different calculation types—percentages, variances, running totals, and custom formulas—appl...

4:30 PM - 5:00 PM

Session 5: Case Study & Wrap-Up

Apply what you’ve learned in a hands-on case study, where you’ll go from raw financial data → clean model → analysis → insights. We’ll wrap up with Q&A, addressing real-world Excel challenges, and pr...

Good to know

Highlights

  • 8 hours
  • In person

Refund Policy

Refunds up to 7 days before event

Highlights

  • 8 hours
  • In person

Refund Policy

Refunds up to 7 days before event

About this event

Business • Finance

Welcome to Microsoft Excel for Financial Analysis happening at Makati Diamond Residences. Dive into the world of spreadsheets and financial data crunching with expert in the field. Whether you're a beginner or a seasoned professional, this event is perfect for enhancing your skills. Join us for a day of learning, networking, and fun!


All Meals Included

Buffet Lunch

AM/PM Snacks

Free Flowing Coffee/Tea


Bonus:

Free Access to my Online training Xlookup (2.5 hours)

Free 30 minutes One-on-One session - Ask me anything



Frequently asked questions

Organized by

PivotViz

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5% off applied
₱7,978.24
Oct 24 · 9:00 AM GMT+8