April 23-25, 2024 • Nashville, TN


Spring Schedule Session

Analyzing Financial Data in MS Excel

Apr 20 2023

12:30 PM - 2:00 PM CT

Grand Ballroom Salon I-II

MasterclassExpert lead 90-minute training with a reserved 30 minutes of group activity and interactive peer-to-peer problem-solving.

In this masterclass, we will perform vertical and horizontal analysis in Excel using an income statement and balance sheet. We will use Excel to perform period-over-period analysis and year-over-year analysis. Later in the session, we will use break-even analysis for a single product and then look at multiple products using a mixture of products in break-even analysis.

You will get the most out of this session if you:

  • Need to analyze data in Excel quickly
  • Want to understand how the Financial Statements are related to each other
  • Need to use PivotTables to show various date ranges – month, quarter, or year

You will walk away knowing how to:

  • Create a break-even analysis
  • Work with timelines in Excel
  • Analyze an income statement and balance sheet
  • Use Excel for forecasting



- Trainer

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