Excel Efficiency for Financial Modeling and Data Analysis
Learn the same Excel skills we teach at the top 4 global investment banks. Start navigating your worksheet efficiently, boost productivity with keyboard shortcuts, and learn to use the powerful built-in functions every finance professional should know.
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14
Hours to Complete
14
Topics
68
Practical exercises
Excel Efficiency for Financial Modeling and Data Analysis includes
- Intro to Excel and Interface
- The Ribbon
- Shortcut Basics – Accelerator Keys
- Setting Up – Excel Options
- Cell Navigation, Editing, Selecting and Copying
- Font
- Cell Borders and Fill Colours
- Alignment
- Numbers – Percent, Currency, Date, Etc
- Styles
- Cell size
- Standard Formatting Often Used
- Intro to Formulas
- Avoid Hardcodes in Formulas
- Intro to Functions and Syntax – SUM Function
- COUNT Function
- MIN Function
- MAX Function
- AVERAGE Function
-
IF Function
-
SUMPRODUCT Function
- Intro to Naming Cells
Creating Names Using the Mouse
Creating and Editing Names Using Name Manager - Formatting styles
- Conditional formatting
- Data validation
- Number formatting
- Formatting codes
- Date formatting and functions: =DATE, =DAY, = YEAR, =MONTH, =EDATE
- Ensuring commas and decimal places line up
- UPPER, =LOWER. And =PROPER functions
- Concatenation
- Text and date functions
- Text and date best practices
- Working with pdfs
- DATE, YEAR, MONTH, DAY and EDATE functions
- Date formatting
- Column Charts
- Pie Charts
- Stock Price
- XY Scatter Chart
- Logos in Charts
- Waterfall Charts
- Floating Bar Charts
- Benchmarking Charts
- F5 tips and tricks
- Camera tool
- Watch window
- Split windows
- Circularity issues
- Allow assumptions and methodologies to be changed quickly in financial models using a number of different functions:
- Choose, Offset, Index, adding the Match function
- Data validation and form controls
- Conditional formatting
- Using data tables
- Summary tables and lookups
- Vlookup, Hlookup, Vlookup and Match, Index and Match, Offset and Match
- Working with multiple sheets
- Indirect, Named ranges
- Transposing data
- Transpose function, Offset, Row & Column, Offset & Match, Index & Match
- Using data tables
- Data tables on different sheets to the assumptions
- Advanced and flexible tables
- Uses of Goal Seek and Solver
- Goal Seek functionality
- Solver functionality
- Sorting and filtering data
- Pivot tables
- D functions
- Sumif function
- Macro recording basics
- Macro security
- Running macros
- The VBA editor
Excel Efficiency for Financial Modeling and Data Analysis
| skills-certificate
Excel Efficiency for Financial Modeling and Data Analysis
14
Hours
68
Practical exercises
1
Exam
Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.
Menu and Shortcut Basics
21 video minutes
0 excel exercises
Video minutes 21
Excel Exercises 0
Basic Formatting
27 video minutes
1 excel exercises
Video minutes 27
Excel Exercises 1
Basic Formulas and Calculations
18 video minutes
3 excel exercises
Video minutes 18
Excel Exercises 3
Basic Functions
28 video minutes
4 excel exercises
Video minutes 28
Excel Exercises 4
Naming Cells and Referencing
9 video minutes
3 excel exercises
Video minutes 9
Excel Exercises 3
Advanced Formatting
23 video minutes
5 excel exercises
Video minutes 23
Excel Exercises 5
Text and Date Functions
18 video minutes
6 excel exercises
Video minutes 18
Excel Exercises 6
Excel Charts and Graphs
52 video minutes
14 excel exercises
Video minutes 52
Excel Exercises 14
Exploring a Model
15 video minutes
4 excel exercises
Video minutes 15
Excel Exercises 4
Scenarios
28 video minutes
7 excel exercises
Video minutes 28
Excel Exercises 7
Data Extraction
30 video minutes
7 excel exercises
Video minutes 30
Excel Exercises 7
Sensitivity Data Tables
37 video minutes
7 excel exercises
Video minutes 37
Excel Exercises 7
Goal Seek and Solver
6 video minutes
3 excel exercises
Video minutes 6
Excel Exercises 3
Database Analysis
69 video minutes
3 excel exercises
Video minutes 69
Excel Exercises 3
Excel VBA and Macros Introduction
50 video minutes
1 excel exercises
Video minutes 50
Excel Exercises 1
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Wall Street Recognized Certification
Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.
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