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Intermediate Microsoft Excel for Financial Professionals
Welcome
What to expect in this course (0:46)
About the instructor
Before we Begin: DOWNLOAD Course Files
Useful Keyboard Shortcuts
Introduction to Keyboard Shortcuts (0:28)
Navigation (4:33)
Other Common Shortcuts (13:47)
Formatting Shortcuts (5:10)
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Best Practices for the Basics
Basics: Best Practices (0:17)
Data Entry and Formatting (13:36)
Copy/Cut/Paste (2:58)
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Completed Excel File up to this Point
Formulas: Best Practices
Formula Best Practices (0:13)
Inserting/Editing and Copying/Pasting Formulas (12:15)
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Completed Excel File up to this Point
Common Charts used in Finance
Charts in Finance (0:15)
Line Charts (10:50)
X Y Scatter Chart (7:40)
Pie Charts (3:34)
Stock Charts (3:43)
Valuation ("Football Field") Charts (10:03)
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Completed Excel file up to this Point
Cell Referencing, Custom Formatting, Conditional Formatting, and Data Validation
Cell Referencing, Custom Formatting, Conditional Formatting and Data Validation (0:21)
Absolute/Relative Cell References, Naming Cells and Ranges (19:57)
Custom Formatting Using TEXT (17:46)
Data Validation and Conditional Formatting (16:01)
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Completed Excel file up to this Point
Parsing Data and Cleaning up Text Dynamically, Using Wildcards
Parsing and Cleaning up Data (0:14)
Using Text to Columns to Parse Data in a Static Way (5:36)
Using LEFT/RIGHT to Dynamically Parse Data (10:08)
Wildcards (10:12)
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Completed Excel file up to this Point
Logical Functions (IF, AND, OR), Lookups
Logic in Excel (0:18)
Logical Functions (IF, AND, OR) (17:05)
VLOOKUPs and HLOOKUPs Exact Match (9:54)
VLOOKUPs and HLOOKUPs Approximate Match (9:19)
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Completed Excel file up to this Point
Goal Seek, Scenario Analysis, Customized Controls, CHOOSE/INDEX/OFFSET
Optimization and Scenarios (0:14)
Goal Seek (10:17)
Scenarios, CHOOSE/INDEX/OFFSET (18:14)
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Completed Excel file up to this Point
Pivot Tables and Pivot Charts
Introduction to PivotTables and PivotCharts (0:15)
Pivot Tables and Pivot Charts (16:58)
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Completed Excel File
Data Management Project
Realistic Data Management Project (0:19)
Begin Project: Download Files
Financial Data Management Project (68:19)
Completed Excel File
Wrapping Up
Thank you: Add-on Workshops
Custom Formatting Using TEXT
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