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Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

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Using Financial and Statistical Functions
in Microsoft Excel

Version 2010 • 2013 • 2016

3 Hours

This instructor-led course, through lecture and hands-on exploration, will introduce you to a variety of financial and statistical functions. You will also learn how to use the Scenario, Subtotal and Outline features. It is geared for users who have experience with Microsoft Excel and need to learn these more intermediate/advanced functions.

Course objectives:

  • Use a variety of financial functions: PV, FV, PMT, RATE, EFFECT and NOMINAL
  • Use a variety of statistical functions: COUNT, COUNTA, COUNTBLANK, COUNTIF, MODE, MEDIAN, STDEV and VAR
  • Perform a What-If Analysis using Scenarios on a range of data
  • Use the Subtotal and Outline features to quickly group and view details, subtotals, or grand totals

Using Financial Functions

  • Understandig Basic Financial Terms
  • Understanding Excel’s Financial Syntax Components
  • Using PV to Calculate Present Value
  • Using FV to Calculate Future Value
  • Using PMT to Calculate Payments
  • Using RATE to Calculate Interest Rate
  • Comparing EFFECT and
    NOMINAL Functions
  • Creating Named Ranges from Selections

Using Statistical Functions

  • Using the COUNT Function to Count a List of Numbers
  • Using the COUNTA Function to Count Non-Empty Cells
  • Using the COUNTBLANK Function to Count the Blank Cells
  • Using the COUNTIF Function to Count Based on a Criteria
  • Using the COUNTIFS Function to Count Based on Multiple Conditions


Using Statistical Functions (cont'd)

  • Understanding the AVERAGE and MEDIAN Functions
  • Using the MODE Function to Find the Most Common Cell
  • Using the STDEV Function in Excel
  • Using the VAR Function to Determine the Variance

Using Data Analysis Tools

  • Creating Scenarios to Perform What-if Analysis
  • Showing Scenarios
  • Editing Scenarios
  • Summarizing Scenarios
  • Using the SUBTOTAL Feature
  • Outlining Worksheets
  • Creating Manual Outlines
  • Showing or Hiding Details
  • Ungrouping Columns and Rows
  • Clearing Outlines
  • Creating Automatic Outlines


View Upcoming Schedule or Register for a Class

Is this the right course for you? Please contact our office at (202) 747-5000 if you have any questions.

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Public Class

This class is only offered for private groups.

Private Group Classes

Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9 to 12pm and 1 to 4pm).

Conducted at Your Office

$500 flat fee for up to 8 students
$550 flat fee for up to 12 students
$35 per additional student

Conducted at Softek’s Facility

$575 flat fee for up to 8 students
$625 flat fee for up to 12 students
$35 per additional student

Have more or less students? Or, need to schedule more than one training day? Click here for a price quote based on your training needs. 

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee