E3: Excel Data Analysis In Finance

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E3: Excel Data Analysis In Finance 2017-08-10T12:50:34+00:00

 E3: Excel Data Analysis in Finance (1 day)

Features, functions and techniques for analysing & visualising large data sets using Excel.

Expert Facilitator | Customise and run this course In-House | Course Enquiry

 Book for Open Sessions of Excel Data Analysis in Finance

Book one or more staff to attend an open session of this course:

No open courses scheduled Alternatively, register your interest below and we will notify you when future sessions are scheduled in your area.

 What you get from this course

  • A sound working knowledge of a range of tools and techniques you can use to visualise and analyse data quickly and efficiently.
  • Enhanced skills and knowledge of presentation techniques using the latest Excel functions and features.



Analysing Data Held in Excel

  • Importing data files
  • Useful functions: splitting cells, combining cells, linking multiple tables of data together
  • Error checking and error handling
  • Autofilter
  • Advanced Filters
  • Sorting

Excel’s Analysis Tools

  • Group & Outline
  • Conditional Formatting
  • Charting Techniques
  • Pivot Tables
  • Pivot Charts

Analysing External Data

  • Database Fundamentals
  • Connecting to databases
  • Using Microsoft Query
  • OLAP Cube Fundamentals
  • Analysing OLAP Cube data


Who should attend?

  • All staff who analyse large data sets or databases
  • Business/Finance Analysts
  • Internal/External/IS Auditors
  • Systems Accountants
  • Finance/Accounting staff


Facilitator: Wyn Hopkins

Microsoft Excel MVP, Chartered Accountant | LinkedIn |

Wyn is a Director with Access Analytic, an Australian consulting company that develops AMAZING Power BI and Excel solutions that enable organisations to grow faster, reduce costs and control risk.

Wyn was awarded Microsoft Excel Most Valued Professional status in 2017, an award only held by a handful of

Australians. Wyn gained his Chartered Accountant qualification at PricewaterhouseCoopers in the UK in 2000.

He has extensive international Business Analyst experience, having worked with a variety of the UK’s FTSE 100 financial services companies including Halifax Bank of Scotland (HBOS) and Barclays Bank.

Wyn is a highly skilled developer and trainer completing many successful projects in the areas of:

  • Power BI
  • spreadsheet re-engineering
  • management reporting
  • budgeting and forecasting
  • financial modelling




Benefits & Inclusions

Practical: Highly experienced facilitators who actively and regularly consult to clients also.
Applicable: apply what you learn to your job to further your career.
Hands-on: the course is designed to provide maximum hands-on experience.
Passionate: Our facilitators love this subject!
Clear: we specialise in translating complex subjects into concepts that are easy to understand.
On-going help: you can always e-mail the facilitator.
CD: includes worked examples, suggested solutions, reference materials, and a large variety of templates that can be immediately applied to kick-start your projects.
Comprehensive course notes.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion.
… and much more!


Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.

We can bring all the equipment for up to 8 people so all you need is a room!


  • Flexibility: we can combine content from multiple courses to create a custom course just for you, add-on a workshop or some mentoring sessions then run everything at the times that suit you.
  • Timing options: if you’re in Perth, we can split courses into half or single days and schedule these at times to suit you
  • No hidden extras: our fixed fee includes all materials and equipment costs for up to 10 participants
  • Cost effective: no extra fees for extra participants (maximum of 8 per session)

In-House Details & Pricing

  • Structure: half-day or full-day sessions
  • Location: all courses are available in-house, many are also available in open sessions
  • Class size: strictly limited to 10 to allow maximum interaction with the facilitator
  • Provided: projector, laptops, manual, CD
  • In-house Fees: contact us today to discuss your requirements

In-house Course Fees

Call us on +61 8 6210 8500 to discuss your requirements.

– We are happy to customise our courses to suit your requirements
A 10% discount applies when booking 10+ full days of training in any 30 day period
– Many courses can also be split into half-days (please enquire)
– Fees for locations outside of Perth do not include equipment

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