Analysis and Visualization of P&L Data in Excel
Organize, Visualize, and Analyze Financial Information Downloaded from Bloomberg advanced
With Ned Krastev
Project type: Course
Duration: 3 Hours
Bloomberg terminals are a powerful tool in the hands of financial professionals. But the data downloaded from there requires significant polishing and formatting before it can be presented to decision-makers.
In this Analysis and Visualization of P&L Data in Excel project, you’re an analyst who downloaded Bloomberg data and is asked to prepare a concise report and visualizations.
To perform this task well, you must use advanced Excel lookup functions, apply professional formatting, and create appealing charts to help management understand financial performance at first glance, which is challenging to do with this data. But these are the type of tasks a well-prepared analyst needs to be able to perform on the job.
Finally, you’ll be asked to interpret the firm’s financials using trend and profitability margin analysis. Test your ability to synthesize complex financial P&L data into easy-to-understand insights that can be presented to a professional audience.
- 1 Project file
- Guided and unguided instructions
- Part 1: Create P&L Structure and Apply Formatting
- Part 2: Lookup Source Data, Calculate Margins and Growth Rates
- Part 3: Create a Visualization
- Part 4: Interpret the Data