Advanced Excel Statistical and Financial Analysis

This unit develops advanced Excel skills for statistical analysis, forecasting, and financial modeling, including regression, correlation, variance, frequency distributions, and loan amortization. Students will also master PivotTable consolidation, custom calculations, styling, and maintenance to prepare datasets for analysis and reporting.

Learning Objectives

• Analyze datasets using Excel statistical functions (mean, variance, covariance, correlation), ranking and percentiles, grouped and frequency distributions, and generate random samples for simulation
• Apply Excel forecasting and modeling techniques, including linear and exponential trendlines, regression analysis, and forecasted value functions to create and interpret predictive models
• Demonstrate financial analysis capabilities by calculating loan payments, splitting principal and interest, building cumulative amortization schedules, and solving for required interest rates
• Evaluate and manage PivotTables and multi-worksheet data by consolidating data, adding multiple fields, creating and editing custom calculated items and styles, refreshing data, and preserving formatting for accurate reporting