1. Data Analytics in Excel
Albert J. Moore, ASA, MAAA
Ohio National Financial Services
Chairman, SOA Technology Section

2. Overview Review Important Features of Excel
Introduce Case Study #1 – Mortgage Clawback
Assignment #1 – determine profitability by adding investment return
Case Study #2 – Mortality Data
Assignment #2 – perform regression analysis
Case Study #3 – Data manipulation
Final Topics – Q & A

3. Important Features of Excel
Useful Functions
Countif, Sumif, etc.
Text handling
Data manipulation
Importing of Data
Text to Columns
Sorting
Filtering, Grouping, Subtotaling
What if analysis, Solves
Data Table
Goal Seek, Solver
Visualization
Conditional Formatting
Charts
Pivot Tables

4. Case Study #1 Presentation of Mortgage Clawback Creation of the model
Refining Assumptions
Summarizing Results
Application : Add Investment return to the model (20 minutes for participant assignment)

5. Case Study #2 Mortality Study Review Data
Employing the Analysis TookPak
Regression – Mortality Data
20 minutes for participant assignment

6. Case Study #3 Data Manipulation Assignment for participants
Useful Techniques for assignment
Feedback and Questions on Data Manipulation

7. Final Topics Macro Programming Best Practices for Excel Design
Resources Online
Professional Standards of Practice
Final Questions and answers