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2.2 Statistical & Financial Functions (The Analyst's Toolkit)

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Module 2: Advanced Formulas & Functions – Expanded » 2.2 Statistical & Financial Functions (The Analyst's Toolkit)

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Making Numbers Tell Stories

1. SUMIFS/COUNTIFS/AVERAGEIFS (Multi-Criteria Analysis)

excel
=SUMIFS(Revenue, Region, "East", Product, "Premium", ">2024-01-01")

Consulting Case:

  • "Show me premium product sales in the East region since our price hike"

2. Financial Modeling Essentials

Function Formula Example Wall Street Use Case
NPV =NPV(DiscountRate, CashFlows) Valuing a startup investment
IRR =IRR(CashFlows, Guess%) Assessing project viability
PMT =PMT(Rate/12, Years*12, -LoanAmt) Loan amortization schedules

Pro Tip:

  • Always use XNPV & XIRR for irregular cash flows (private equity standard)

3. Forecasting with TREND & FORECAST.LINEAR

excel
=TREND(HistoricalSales, KnownX, FuturePeriods)

Supply Chain Application:

  • Predict inventory needs based on 3 years of seasonal data

Assignment:

  • Build a 5-year DCF valuation model for a mock IPO using XNPV and scenario tables

Added on July 08, 2025
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Course Overview Module 1: Foundations of Spreadsheet Mastery – Expanded Module 2: Advanced Formulas & Functions – Expanded Module 3: Data Visualization & Business Intelligence – Expanded Module 4: Automation & Efficiency – Expanded Module 5: Financial Modeling – Expanded Module 6: Collaboration & Enterprise – Expanded Capstone Module: Real-World Mastery Projects
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