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.
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
- Basic Excel Shortcuts, Navigation & Editing
- 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
- Logical, Date & Concatenation Functions
- 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
- Lookup Functions & Data Tables
- 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
- Math functions
- 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
- 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
- Sorting, Filters, and Pivot Tables
- Sort & Subtotal
- Pivot Tables
- VBA, Recording Macros & Custom Formatting
- Recording Macros in Excel
- Conditional Formatting
- Go To Special
- Creating Dynamic Headers, Custom Formatting & the TEXT Function
I’m almost 7 years into my career and each position I’ve held hasn’t been Excel heavy until now, so I wanted to advance my Excel knowledge. The more I can do in Excel, the more beneficial I am to my team.
My manager brought this course to my attention as he knows I want to work on my technical skills, and one of my colleagues took the course and had all positive feedback.
The course was great. I’ve already started to put it into practice so I won’t forget anything that was taught. Technical skills are something I am working on so this helps in my development objectives and I can assist colleagues in some of their day to day functions.
I took this training due to my job role in the finance industry. I enjoyed as it starts with basic level and then proceeds into an advanced excel functioning and features. This is an excellent course and I highly recommend it for those who want to improve their Excel skills.
Excel crash course was great! Took me about a week to get the hang of it. Now I’m a Microsoft office weapon.
I liked the idea that the person who created this was an analyst like me, someone I could view as a peer and that I could trust the information provided to me. I was drawn to his course as a refresher but I definitely learned plenty of lesser known shortcuts and proficiency tips that have greatly helped me. This course was definitely excellent.
I was looking to refresh and enhance my high-level Excel skills and identify any tips/tricks I was missing. I am constantly using Excel, so getting faster and improving the quality of my worksheets/models helps me perform at a higher level. The course was definitely worthwhile.
I liked the hands-on, step-by-step approach that Matan uses in his tutorials. It was important to me that I could comprehend the material as I progressed through the course – the printable manuals are a real asset as well. This course literally shortcuts you to the core functionality of Excel. I was able to work more effectively and efficiently both in modeling and auditing the models.
I just graduated in Finance and I needed to hone my Excel skills in order to succeed in the finance world. The course was easy to follow and going forward in interviews I can confidently say that I am proficient in Excel.
My goal was to get hands on experience in Excel and achieve proficiency. I finished my Master’s in Economics but I didn’t have the work experience of using Excel. I chose WSP because they are actually training investment bank’s new employees, so it’s very relevant to the real world.
The course is very well designed – easy to follow, easy to learn with a lot of exercises. The functions are introduced in real scenarios that is related to work, making it very practical.
The course was easy to access and the ability to learn at my own speed was the most important part. I found it extremely easy to learn and thought it was very well taught. It will definitely advance my professional goals.
I wanted to become sufficient in Excel to the point of not needing to use a mouse to assist with my summer internship in Corporate Development. I found the course to be very useful and thought the pace was perfect, the explanations are easy to follow and I like the comments section. I am definitely much more proficient with Excel and anticipate being able to efficiently use my knowledge of Excel commands building out models.
My main goal in purchasing the course was to gain the Excel skills necessary for analytical positions in finance. What I wanted was a comprehensive approach on Excel’s foundations and not simply an ad hoc list of helpful tools for a specific type of task. The course is truly unbelievable. I would recommend it to anybody, including companies who want to train their workforce in Excel.
I loved the verbal instructions and explanation of key excel elements in particular the functions. The supplementary practice material was very helpful. I benefited from being able to pause the recording and work on the answers in my own time. This also allowed me to fast track the areas that I picked up quickly and spend more time on the areas I found a little more challenging or those which I know I will need to be very familiar with for my job. I feel confident that I will be much more efficient when using excel and as I move into more complex models I will understand how to use the various functions.
After spending weeks reading all I can on the various financial modeling courses in the market, I ultimately chose WSP after reading comments from previous students who claimed that WSP is more analytically rigorous versus other providers. In terms of structure, I appreciated the fact that the course progressed linearly from discussing the basic layout of Excel to the more advanced topics focused on working and making sense of data. I believe such a structure is a boon for students who may not had much exposure to Excel prior to signing up for the course.
I have applied WSP’s suggested best practices in my internship and the manager I am working with has complemented me on creating clean and easy to understand Excel files. That’s all thanks to you and the WSP team!
My main goal is to become an outstanding excel modeler and to clarify some things I’ve learned in practice. The deciding factors for this course was the reputation of WSP and the applicability of the topics. One of the best parts of the course is the fact that I can come back to the materials whenever needed. This course has made me more marketable within and outside my firm, and most importantly, more confident on my modeling skills.
My main goal was to refresh myself with Excel at a high level, learn new techniques and to be able to use a higher level functionality to increase my efficiency, improve technique and get the most out of Excel – for this the $39 price-tag as compared with other offerings and their corresponding presentation and content is a very good value.
The structure of the course was good, the order of presentation was logical enough to sufficiently built up to skill level.
In terms of my professional goals – it has increased my efficiency and my scope of ‘imagination’ in terms of thinking about how to approach new projects, existing projects and other ways I would like to use Excel. I can say that I definitely have a higher degree of confidence in terms of how I will execute.
I decided to enroll in the Excel Crash Course because I knew how crucial Excel was and that I needed to get advanced knowledge.
WSP taught me how to use Excel in a simple, direct and effective way, teaching me not only how to memorize commands, but also how to apply the “Excel mindset” for any situation.
It didn’t take many days to see the difference that the course had made. It takes me much less time to deliver the same results on tasks I do everyday.
I wanted to improve my knowledge of formulas/functions within Excel to increase application efficiency. The self-study, online format was effective. Material progressed from easiest content to more difficult. I had no formal training in excel/modeling, so this course has progressed my capabilities in a professional application.
I am a mid-career professional in commercial/corporate banking area and I bought the course to improve my Excel skills and to later learn more about financial modeling through the Premium Package. The deciding factor was the repute of WSP. The course provided excellent methodical explanation, with follow up exercises and tests. It has helped me to learn more about excel and modeling, an absolute requirement for any commercial/corporate banker.
I regularly review models built by others and often make decisions based on them. My goal in buying the course was to ensure that I felt confident in reviewing models built by other people. I chose WSP because I liked the content and the format of the online courses. I have found that my confidence in reviewing the work of others has improved. I also use many new shortcuts and now find myself rarely using the mouse.
My main goal was to develop a more in depth understanding of Excel to enhance my analytical ability. WSP was recommended to me by colleagues and as I had unsatisfactory experiences in other courses, I chose WSP on their recommendation without hesitation. The step by step videos made the material very easy to follow. I liked that it was offered with a manual that I can reference in the future and a cheat sheet of shortcuts. The course has helped advance my career goals by giving me the confidence and knowledge required to perform more complex Excel workflows.
The course is great for anyone that wants to become a power user in excel, it’s very thorough and very well explained. Its prepared me well for my role in IB
My main goal was to get some powerful knowledge, I was no novice about Excel but I definitely lacked better practices and powerful formulas and functions. Since completing the course, it has helped me to do my worksheets faster with a lot of shortcuts and to use formulas I didn’t even know existed.
The Wall Street Prep Quicklesson Series
7 Free Financial Modeling Lessons
Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.