Excel For The Real World: Financial Impact Case Study
Learn how to analyze and interpret financial data using Excel in this comprehensive course. Solve a real-world case study and uncover the financial impact of errors. Perfect for finance, accounting, and business professionals looking to enhance their Excel skills and make data-driven decisions.
What you’ll learn
- Identify the problem causing Financial Loss in the Case Study
- Combine, Clean up & Format Data
- Rearranging the Data With Pivot Tables
- Utilizing multiple reports to help with solving the problem
- Simplifying Data Analysis with new data
Welcome to the Excel For The Real World Course where I will walk you through a Financial Impact Case Study!
This course designed to give you the knowledge and tools you need to confidently analyze and interpret financial data using Excel. The course solves the below real world scenario:
The employer pays a semi-monthly Remote Work Stipend to cover any expenses (i.e., internet). On December 23rd 2022 the Accounting Department submitted payments for everyone from January 1st, 2023, to December 31st, 2023. After a review by an auditor, it turns out that there was a 91-day waiting period from the hire date for the employee to begin receiving the semi-monthly stipend. The auditor also found that some of the employees that received the Remote Work stipend were not eligible because they had been terminated from the job.
Your task as an analyst is to analyze the data and figure out the financial impact of this error.
Reports needed:
1. Employer payment report showing each employee payments by month
2. Report showing termination dates
3. Start Date Report
While this course is tailored for beginner and intermediate users, the problem solving skills displayed in the this can help advanced users as well. Therefore, This course is perfect for professionals in finance, accounting, and business who want to take their Excel skills to the next level and make better, data-driven decisions.
Who this course is for:
- Any Analyst who works with Data
- Anyone wanting to improve their Excel problem solving skills
- Students looking for real world examples of how Excel is used
