After doing these courses, I feel confident creating professional visualizations and dashboards
Shoebur RahmanProcurement Specialist, Giz Bangladesh
课程介绍
贷款摊销计划表通常被认为只是银行家和金融交易员专用的工具。 不过，这门课程旨在通过介绍摊销计划在日常生活中的实际应用，来打破这一误解。 我们将探讨贷款摊销的基本概念，以及它不仅在银行业中的相关性，也在个人财务管理中的重要作用。
掌握 Google 表格中的财务公式
本课程深入探讨 Google Sheets 中的关键财务公式。 参与者将学习如何利用这些公式来分析和管理各种类型的个人贷款，例如学生贷款、汽车贷款和抵押贷款。 重点将放在帮助用户掌握相关技能，借助 Google 表格的强大功能，就贷款和财务健康做出明智决策。
创建动态贷款仪表板
本课程的一大亮点是使用 Google Sheets 开发一个全面的仪表板。 此仪表板将采用可视化和条件公式等高级技术。 参与者将获得创建适合演示的电子表格的实践经验，这些电子表格不仅功能完善，而且视觉上也很吸引人。 这些技能旨在给财务经理留下深刻印象，并将您对财务管理的理解提升到专业水平。
先修要求
课程大纲
课程大纲
1
Introduction to Financial Concepts in Google Sheets
In this first chapter, you will learn all the basic financial formulas in Google Sheets that are needed to build up your first loan amortization spreadsheet for a student loan. This chapter will introduce calculations for principal payment, interest and principal at a given point in time.
- Introduction to loan amortization50 经验值
- Your "friend," the loan shark100 经验值
- Paying off your student loan in 1 year100 经验值
- Guess the right payment100 经验值
- Calculation of monthly payments50 经验值
- Required fields for the PMT() function.50 经验值
- Inputs for an annual loan100 经验值
- Inputs for a monthly loan.100 经验值
- Entering the PMT() formula100 经验值
- Calculation of interest and principal payments50 经验值
- Using the IPMT() function 100 经验值
- Using the PPMT() function 100 经验值
- Amortization table with two periods100 经验值
2
Creating an Amortization Schedule
This chapter is focused on extending the payment formulas to the full length of a loan. By the end of the chapter, you will be able to create a fully functional schedule and will be able to verify the accuracy of the calculations on the schedule.
3
Making a Loan Amortization Dashboard
This chapter is about taking the amortization schedule that you created in Chapter 2 and converting it into a fully functional loan dashboard which can be used by end users. You will create line and bar graphs, as well as using input controls and cell protection to ensure that end users will only be able to change what you want them to change!
4
Non-standard amortization schedules
The final chapter introduces real-world adjustments which are made to amortization schedules. These sorts of adjustments include upfront fees and lump sum payments. The course finishes by talking about floating rate mortgages, the maximum interest rate on floating loans and negative amortization.
S
在 Google Sheets 中进行贷款摊销
课程完成
