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Avanced Excel for Data Analysis

Event Description

Course Goals & Overview: 

This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly. Apply commonly-used formulas in new and different ways; uncover often over-looked Excel formulas; streamline number crunching and analysis via functions and tools including pivot tables, sumif, sum+if, transpose, working with arrays, vlook-up, subtotals, and regression analysis; enhance your spreadsheets with drop-down boxes, data validation techniques, automation of alternate row shading; take Excel to the next level with emphasis on automation.

Learning Objectives:

  • Learn how to minimize as much manual labor as possible in data analysis 
  • Learn to use the most overlooked Excel formulas that will make your life easier 
  • Learn powerful functions built in Excel that streamline your analysis

Course Overview:

  • Master Excel shortcuts via formatting & analytical exercises encompassing efficiencies, shortcuts & sensitivity analysis
  • Data integrity techniques: understand how Excel implodes when you don’t maintain integrity of your raw data
  • Learn different “switches alternatives” (if, choose, offset and toggles ) to build more robust analyses
  • Understand why IF statements are the second root of all evil in Excel and why they should be avoided at all costs
  • Learn data validation techniques to dummy proof your model and provide additional error checking in your analysis
  • Add some spice to your Excel analysis and models using dropdowns and how to automate options and scenarios
  • Automate alternate row shading in a table of data using complex conditional formatting 
  • Fully automate vlookup to streamline tedious analysis while understanding the limitations of vlookup
  • Understand why OFFSET(MATCH) is vastly superior to vlookup and why we discourage use of INDEX function
  • Pivot Tables and Pivots on Steroids: summarize and dissect large amounts of data as well as calculated fields
  • Truly unlock the full power of Excel by utilizing ARRAYS simplify complex calculations
  • Learn how to use the transpose array function without static copy paste special transpose as values

Please Note: Participants will need to bring a laptop with them to the course.

Event Type


Education Topic


Start Time

3/6/2018 8:00 AM

End Time

3/6/2018 4:00 PM





Event Country


Event Region


Location Info

George Mason University - Arlington ​​Campus
Founders Hall
Room 120
3351 North Fairfax Drive
Arlington, VA 22201

​Click here for map​

​Metro: Virginia Square (​Orange and Silver lines)

​*Parking Garage is available at Founders Hall 



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Clic​k here to register.

If you are having trouble with the online registration, please register here with a manual form: Advance Excel Payment Form 03-06-2018.pdf

All Day Event











3/6/2018 8:00 AM


Content Type: MyCFA Calendar
Created at 11/2/2017 11:35 AM by[CASMSTS:username]
Last modified at 11/15/2017 8:35 AM by[CASMSTS:username]