Excel Crash Course: Master Excel for Financial Analysis

Review excel's layout by differentiating a workbook from a worksheet. Identify top-left cell name, explore the formula bar and ribbon, rename sheets, add sheets, and search formulas with F X.

Create a new workbook (book one) with a sheet, rename sheets, and use the formula bar; options exist: type in the cell, type in the formula bar, or insert function.

Master the Excel ribbon essentials, from home formatting and conditional formatting to insert charts, pivot tables, and hyperlinks. Learn data tools, formulas, auditing, and macro basics with the developer tab.

Master essential Excel settings for financial analysis by configuring options, formatting formulas, advanced settings, and worksheet protection to build robust, dynamic models.

Set Excel default for financial analysis by using Ariel Narrow font, starting with one workbook, branding as CFI, and enabling automatic calculations with error checking; consider add-ins and ribbon tweaks.

Set up a robust, basic financial analysis in Excel with clean formatting, a clear layout, and dynamic links that propagate changes for accurate, audit-ready results.

Format model with special numbers and background; adjust column width, set units in thousands, switch to landscape, and freeze panes to keep year headers visible while building an income statement.

Master paste special in Excel to paste values or formats, apply font color and number formatting, and build a dynamic income statement with gross profit and net income calculations.

Create a forecast from historical data using percentages like cost of goods sold and depreciation as percent of revenue; format with borders, font colors, and fill right; remove gridlines.

Master advanced financial analysis with best practices for handling larger data sets and making analyses dynamic. Deliver detailed, precise, professional-grade outputs through formatting and well-structured formulas and functions.

Learn to duplicate and rename worksheets, insert an extra data tab, and color-code tabs, then group the income statement and assumptions for a modular, collapsible Excel model.

Create a common size income statement by anchoring cells to produce a year-over-year, percentage-of-revenue view. Build a dynamic analysis section with grouped items, sensitivity scenarios, and formatting.

Learn to name cells and create named ranges, and reference them across sheets. Audit your formulas by tracing precedents and dependents to validate the model.

Master go to special to distinguish constants from formulas, then apply conditional formatting to highlight values below 10 percent or above thresholds such as net income and EBITA.

learn to create dynamic headers by converting text to formulas that join static text with cell values using ampersand, enabling currency updates like income statement in USD thousands.

Explore basic formulas and functions to create dynamic, accurate financial models that balance simplicity with detail, enabling world-class financial analysis and modeling.

Learn to manage dates in Excel for financial analysis: dynamic and static today dates, end-of-month and end-of-year calculations, and using year frac for partial-year periods.

Practice quick data analysis in Excel using sum, average, sumproduct, and median to compute costs, apply weighted averages, and format results for cost analysis.

Explore how to wield if statements in financial modeling to flag stub years, highlight expenses above thresholds, create dynamic headers, and perform error checks for balanced sheets.

Explore rounding with round and M round to set decimal places or nearest thousand, hundred, or dollar, and apply the absolute function for positives and sensitivity analysis.

Learn to use min, max, small, and large in Excel to analyze expenses, rank top and bottom values, and perform dynamic sensitivity analysis.

Learn to use if error to avoid errors and keep your financial model intact, and master find and replace to edit formulas efficiently.

Explore advanced formulas and functions to build scenarios, automate dynamic data queries and sorting in financial models, and apply what-if analysis to enhance finance-specific functions and financial modeling.

Build three scenarios in Excel using the choose function and data validation to switch between base, downside, and upside assumptions, updating revenue growth and interest expense in the income statement.

Learn to build dynamic data queries in Excel using vlookup, hlookup, index, and match to retrieve income statement values such as revenue, EBITA, and net income across years.

Build a dynamic data table to analyze 2020 net income across starting revenue and revenue growth scenarios, and use goal seek to find break-even revenue growth.

Master sumif, countif, and if and to build financial models by applying multiple criteria, such as starting revenue greater than or equal to 165,000, then sum or count the results.

Master X IRR and X NPV in financial valuation by attaching dates to cash flows for precise IRR and NPV calculations, revealing meaningful differences from regular methods.

Build charts from scratch in a dedicated worksheet area and tell a story with visuals for executives and investors. Choose the right graph to convey key financial model insights.

Create a stacked column chart of revenue and expenses with a net income line to visualize the income statement, including formatting, legend, and a chart title.

Create a waterfall chart in Excel 2016 to visualize revenue, expenses, and net income on the income statement. Format data series and total to clearly show net income.

Discover how to derive diverse charts from a stacked column and combined line chart, including column, line, and pie charts, to visualize revenue, net income, and costs.

Record a macro in Excel to speed up financial modeling by creating customized formatting shortcuts, harnessing macros to take financial analysis to the next level and work faster.

Record and reuse macros to speed up formatting and header styling in Excel. Create macros for number formatting, sub headers, and a top header to streamline financial modeling workflows.

Practice to master excel through financial modeling fundamentals, building a financial model in excel, and rolling cash flow forecast, then explore startup or commerce and mining modeling with sensitivity analysis.