Excel Crash Course

Excel Crash Course

For finance professionals, proficiency in Excel is a fundamental part of the job description. Whether you describe yourself as a beginner or proficient in Excel, this course will take you to the next level and turn you into an advanced "power" user.

Course Objective

We’ll start with the basics before we quickly introduce you to lesser known time-saving keyboard shortcuts and powerful Excel functions and features that you can immediately put to use on the job. The only way to learn Excel is by doing, so you’ll be completing Excel exercises every step of the way.

What You Will Learn

  • Accelerate the internalization of the key time-saving shortcuts via exercise-based internalization drills and video-driven guidance.
  • Learn how to incorporate and take advantage of the most popular and helpful Excel functions and table features for financial analysis.
  • Learn to quickly create macro-based shortcuts.
  • Build data tables and perform sensitivity analysis.
  • Enhance the presentation of financial and valuation models by adding forms and toggles to your spreadsheets.

Course Samples

Combining INDIRECT with MATCH

Go To Special

Dynamic Headers, Custom Formatting & the TEXT Function

Wall Street Prep’s Excel Crash Course is used at top financial institutions and business schools.

Full Course Agenda

    • The Excel Ribbon & Settings
    • Formatting in Excel
    • Navigation Within Excel
    • Entering and Editing Data in Excel
    • Paste Special
    • Ctrl and Alt Shortcuts
    • Naming Cells and Ranges
    • Anchoring Cells
    • Naming Worksheets
    • Grouping & Hiding Columns & Rows
    • Grouping Workbooks
    • Formula Auditing
    • SUM & Average
    • #Ref, #Div/0! & Other Excel Errors
    • Simple & Nested IF Statements
    • IFERROR & Concatenation
    • Date Functions EOMONTH & EDATE
    • ISNUMBER, ISTEXT & Combining with IF to Create Overrides
    • More Date Functions  YEARFRAC, DAY, MONTH, YEAR & DATE
    • AND & OR Functions
    • Combining INDIRECT with &
    • HLOOKUP, VLOOKUP, CHOOSE, OFFSET & INDEX Functions
    • Common Errors with HLOOKUP, VLOOKUP, CHOOSE, OFFSET & INDEX
    • The MATCH Function
    • Combining H/VLOOKUP, OFFSET, INDEX, CHOOSE with MATCH
    • Creating Drop Down Menus with Data Validation
    • Combining INDIRECT with MATCH
    • Using COLUMN and ROW Functions as Counters in Complex Formulas
    • Data Tables
    • The SUMPRODUCT Function
    • Advanced SUMPRODUCT:  Adding Criteria & Booleans in Excel
    • SUMIF/S & AVERAGEIF/S
    • CEILING, FLOOR & ABS Functions
    • ROUND, ROUNDUP, ROUNDDOWN & COMBIN Function
    • The MIN & MAX Functions
    • COUNT/A & COUNTIF/S Functions
    • Present Value & Future Value Functions
    • NPV & XNPV Functions
    • IRR & XIRR Functions
    • Text Functions (LEN, LEFT, RIGHT, MID, REPLACE, etc.)
    • Using Text Functions to Solve Data Extraction Challenges
    • Flash Fill (Excel 2013 Only)
    • Cell Alignment & Center Across Selection
    • Sort & Subtotal
    • Autofilter
    • Pivot Tables
    • Recording Macros in Excel
    • Conditional Formatting
    • Go To Special
    • Creating Dynamic Headers, Custom Formatting & the TEXT Function

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