Why this Intro course?

  • No hiding from Excel

    Knowing how to use Excel is a basic skill in the world of Finance. Let's get started! Take the first step in becoming an expert financial modeler.

  • Build your foundation

    Excel can seem overwhelming at the beginning. Understanding the basics and useful functions will get you on the path to success.

  • Skill set boost

    Boost those skills! Add Excel to your repertoire and apply these new skills to your career, schooling, even personal use.

What is included?

  • Videos

    Go at your own pace! Over 30 lessons, 1+ hour of videos of guiding you through the Excel layout, useful functions, how to use shortcuts, and financial modeling basics with some advanced approaches introduced.

  • Downloads

    Download the starting and completed templates. Use to practice and learn at your convenience.

Video

Course curriculum

  • 1

    Welcome to the course!

    • Course Introduction
  • 2

    Excel Layout

    • Workbooks and Worksheets

    • The Ribbon - Home, Cells, and Formula bar

    • Insert

    • Insert - Graph and Sparkline Example

    • Page Layout

    • Formulas

    • Data - Data and Sort example

    • Data - What-if and Group example

    • Review

    • View

    • Developer

    • Quiz
  • 3

    Financial Modeling Basics

    • Downloads

    • Formatting numbers

    • Format - Custom numbers, Copy/Paste/Fill and Borders

    • Assumptions - Insert, Formatting % and Decimals

    • Forecasting

    • Quiz
  • 4

    Financial Modeling Advanced

    • Relative, Absolute, and Mixed cell references

    • Scenario - Data Validation

    • IF Function

    • Create Chart/Graph

    • Conditional Formatting

    • Freeze Panes, Gridlines, Page Break Preview

    • Grouping

    • Quiz
  • 5

    Useful Functions

    • HLookup

    • VLookup

    • XLookup

    • Index Match

    • Average, Median, Min, Max

    • Find/Replace and Multiple Worksheets

    • Trace Precedents and Dependents

    • Date Functions

    • Quiz
  • 6

    Settings

    • General and Formula

    • Data, Proofing, Save, Language, and Ease of Access

    • Advanced Settings

    • Customize Ribbon, Quick Access, and Add-ins

    • Congrats!

    • Quiz