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POSTPONED - Advanced Excel for Data Analysis

Event Description

​Advanced Excel for Data Analysis

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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.

Ted Michaels, CFA
Instructor, Wall Street Training

Ted Michaels has a broad background with the financing and operation of businesses, with a particular emphasis on education, real estate, and special situations investing. His professional experience covers a wide variety of investments, including private equity and healthcare/biotechnology venture capital. As a Vice President at Wall Street Training & Advisory, Ted has led and assisted instruction on a wide variety of topics ranging from corporate valuation to merger & acquisition deal structuring and leveraged buyouts. His credentials include Series 7, 66, and 79 licenses, and passing all sections of both the CPA and CFA examinations.

Event Type

Career; Educational

Education Topic


Start Time

3/18/2020 9:00 AM

End Time

3/18/2020 5:00 PM




DC - District of Columbia

Event Country

United States

Event Region


Location Info

​CFA Society Washington, DC
1401 New York Ave NW, 
Washington, DC 20006

Click here for map

Metro: McPherson Square (Blue, Orange, and Silver Lines) and Metro Center (Blue, Orange, Red and Silver Lines)

**When you enter into the building, please show a photo ID to security and take the elevator to B1.



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Due to recent concerns, this event will be rescheduled for a later date.

All Day Event











3/18/2020 9:00 AM


Content Type: MyCFA Calendar
Version: 6.0
Created at 1/14/2020 7:21 AM by[CASMSTS:username]
Last modified at 3/16/2020 9:49 AM by[CASMSTS:username]