Coursera

Financial Data Analysis with Excel 专项课程

Coursera

Financial Data Analysis with Excel 专项课程

Excel Financial Analysis And Reporting Skills. Build advanced Excel skills for financial modeling, analysis, and dynamic reporting.

LearningMate

位教师:LearningMate

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4 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度
深入学习学科知识
中级 等级

推荐体验

4 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度

您将学到什么

  • Build and validate dynamic financial models using advanced Excel techniques and automated data processes

  • Perform comprehensive financial analysis including variance analysis, forecasting, and capital structure evaluation

  • Create compelling visual reports and interactive dashboards that communicate financial insights effectively

要了解的详细信息

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授课语言:英语(English)
最近已更新!

February 2026

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  • 通过 Coursera 获得职业证书

专业化 - 10门课程系列

您将学到什么

  • Analyze a company's financial health by differentiating the 3 core financial statements and calculating key profitability and liquidity ratios.

您将获得的技能

类别:Case Studies
类别:Gross Profit
类别:Benchmarking
类别:Financial Data
类别:Business Metrics
类别:Income Statement
类别:Spreadsheet Software
类别:Key Performance Indicators (KPIs)
类别:Cash Flows
类别:Financial Statement Analysis
类别:Performance Analysis
类别:Financial Analysis
类别:Annual Reports
类别:Balance Sheet
类别:Financial Statements

您将学到什么

  • Use advanced Excel techniques to cleanse, analyze, and validate financial data, ensuring high-quality, reliable reporting.

您将获得的技能

类别:Dashboard
类别:Data Cleansing
类别:Data Validation
类别:Data Quality
类别:Data Integrity
类别:Microsoft Excel
类别:Financial Analysis
类别:Case Studies
类别:Automation
类别:Financial Data
类别:Pivot Tables And Charts
类别:Data Transformation
类别:Data Import/Export

您将学到什么

  • Analyze financial data, calculate variances, and use conditional formatting to highlight key budget deviations for faster, data-driven decisions.

您将获得的技能

类别:Business Reporting
类别:Financial Data
类别:Microsoft Excel
类别:Variance Analysis
类别:Business Metrics
类别:Financial Forecasting
类别:Data Visualization
类别:Data Presentation
类别:Budget Management
类别:Financial Reporting
类别:Financial Analysis
类别:Data-Driven Decision-Making
类别:Budgeting
类别:Data Storytelling
类别:Business Communication
类别:Dashboard

您将学到什么

  • Analyze historical sales data and create financial forecasts for different growth scenarios using key Excel functions.

您将获得的技能

类别:Predictive Modeling
类别:Business Planning
类别:Excel Formulas
类别:Trend Analysis
类别:Time Series Analysis and Forecasting
类别:Forecasting
类别:Performance Metric
类别:Microsoft Excel
类别:Data Analysis
类别:Statistical Analysis
类别:Financial Modeling
类别:Strategic Decision-Making
类别:Sales Management
类别:Technical Communication
类别:Financial Forecasting

您将学到什么

  • Create a zero-based budget by classifying fixed and variable expenses and justifying each allocation to align with strategic goals.

您将获得的技能

类别:Financial Analysis
类别:Cost Control
类别:Financial Planning
类别:Cost Accounting
类别:Budget Management
类别:Variance Analysis
类别:Financial Controls
类别:Accountability

您将学到什么

  • Learners will validate data integrity and create summary reports in Excel using data validation techniques and PivotTables for financial analysis.

您将获得的技能

类别:Strategic Decision-Making
类别:Statistical Reporting
类别:Financial Data
类别:Data-Driven Decision-Making
类别:Data Integrity
类别:Pivot Tables And Charts
类别:Descriptive Statistics
类别:Excel Formulas
类别:Exploratory Data Analysis
类别:Trend Analysis
类别:Data Synthesis
类别:Microsoft Excel
类别:Business Analytics
类别:Data Analysis
类别:Data Validation
类别:Data Quality
Audit & Evaluate Excel Models

Audit & Evaluate Excel Models

第 7 门课程 2小时

您将学到什么

  • Systematically audit Excel models, diagnose errors, and evaluate version changes to ensure financial accuracy and model reliability.

您将获得的技能

类别:Financial Modeling
类别:Case Studies
类别:Analysis
类别:Model Evaluation
类别:Microsoft Excel
类别:Risk Modeling
类别:Performance Metric
类别:Business Modeling
类别:Governance Risk Management and Compliance
类别:Peer Review
类别:Financial Auditing
类别:Version Control
类别:Excel Formulas
类别:Change Control
类别:Technical Documentation
类别:Performance Analysis
类别:Auditing
Financial Forecasts: Learn from Errors

Financial Forecasts: Learn from Errors

第 8 门课程 2小时

您将学到什么

  • Analyze financial models to diagnose forecast errors and synthesize best practices from past successes to create actionable improvement checklists.

您将获得的技能

类别:Quality Improvement
类别:Financial Modeling
类别:Project Documentation
类别:Forecasting
类别:Financial Forecasting
类别:Knowledge Transfer
类别:Analysis
类别:Data Integrity
类别:Model Evaluation
类别:Root Cause Analysis
类别:Procedure Development
类别:Data Validation
类别:Process Improvement and Optimization
类别:Continuous Improvement Process

您将学到什么

  • Learners will construct interactive Excel dashboards and optimize their design for clarity and impact using data visualization best practices.

您将获得的技能

类别:Data Storytelling
类别:Business Intelligence
类别:Data Visualization
类别:Design Reviews
类别:Data Modeling
类别:Spreadsheet Software
类别:Pivot Tables And Charts
类别:Data Presentation
类别:Dashboard

您将学到什么

  • Translate raw financial data into clear, high-impact visual reports and validate their effectiveness using rapid-interpretation tests.

您将获得的技能

类别:User Feedback
类别:Data Storytelling
类别:Performance Reporting
类别:Data Visualization
类别:Business Reporting
类别:Data Visualization Software
类别:Communication
类别:Financial Reporting
类别:Usability Testing
类别:Case Studies
类别:Performance Analysis
类别:Data Presentation

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位教师

LearningMate
166 门课程 9,449 名学生

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