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Excel Expert

Financial statements and models

Building an income statement
Balance sheet and cash flow
Linking three statements
Scenarios, Goal Seek and Data Tables
Budgeting and forecasting

Investment and loan analysis

NPV, IRR, XNPV and XIRR
PMT, IPMT and PPMT
Loan amortisation schedules
Depreciation functions
Solver for optimisation

Statistics and forecasting

Descriptive statistics
Regression and the Analysis ToolPak
FORECAST.ETS and trend lines
Correlation and its limits
Python in Excel: a first look

Project management

Building a Gantt chart
Task trackers and status
Resource allocation
Critical path basics
Project: a project status report

Sales and customer analysis

Tracking sales performance
Customer segmentation
Pricing and margin analysis
ABC analysis
Evaluating a marketing campaign

HR and payroll

Managing employee data
Payroll calculations and deductions
Leave and attendance tracking
HR metrics and reporting
Employee performance tracking

Inventory and operations

Tracking stock levels
Reorder points and safety stock
Stock valuation methods
Demand forecasting
Operations reporting

Copilot, AI and data protection

Copilot in Excel: prompts and limits
Agent Mode and checking AI work
The COPILOT function
Passwords, encryption and permissions
Privacy, POPIA and audit trails

E-2-2 · Investment and loan analysis

12 min

PMT, IPMT and PPMT

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