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Python in Excel for Financial Professionals

Python in Excel for Financial Professionals

49mIntermediate2024-04-09

Authors

Christian Martinez

Christian Martinez

Course details

Now that Microsoft announced the integration of Python within Excel, finance professionals need to learn how to leverage this integration for data analytics, automation, and ways to improve their work. In this course, finance analytics manager Christian Martinez guides you through ways to use data analytics to enhance your analytical and modeling abilities.

Learning objectives
Seamlessly integrate Python with Excel for data manipulation, analysis, and reporting.
Implement financial models and conduct complex analyses.
Automate repetitive tasks, enhancing efficiency.
Explore practical applications in portfolio optimization, risk management, and real-time reporting.
Gain insights into advanced topics like machine learning, options pricing, and compliance.

Skills covered

Data VisualizationSpreadsheetsMicrosoft ExcelPythonData AnalysisProgramming LanguagesData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOpen SourceMicrosoftSoftware DevelopmentOne-Off

Concepts

0. Introduction

  • 01 - Welcome to Python in Excel
  • 02 - What you should know
  • 03 - Introduction to Python in Excel

1. Getting Started with Python in Excel

  • 04 - Integration of Python in Excel
  • 05 - Installation
  • 06 - Introduction to basic Python functions
  • 07 - How to use your data with Python in Excel
  • 08 - Challenge - Load three financial statements
  • 09 - Solution - Load three financial statements

2. Financial Modeling

  • 10 - Discounted cash flow, part 1
  • 11 - Discounted cash flow, part 2
  • 12 - Forecasting
  • 13 - Budgeting
  • 14 - Other financial models
  • 15 - Challenge - Forecast sales for Company ABC
  • 16 - Solution - Forecast sales for Company ABC

3. Automation

  • 17 - Automate consolidation of data
  • 18 - Automate cleaning data
  • 19 - Challenge - Automation
  • 20 - Solution - Automation

4. Data Visualization

  • 21 - Basic charts and graphs for finance
  • 22 - Advanced charts and graphs for finance
  • 23 - Challenge - Create five graphs
  • 24 - Solution - Create five graphs

Conclusion

  • 25 - Next steps

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