Microsoft Excel for the Corporate Financial Analyst

Choose a keyboard with a dedicated number pad and a top row of F1–F12 keys to maximize Excel productivity and minimize keystrokes.

Master keyboard shortcuts in Excel to dramatically boost productivity, learning Alt key ribbon navigation to apply actions like yellow fill and outside borders without the mouse.

Learn how to use cell references to compute rent as a percentage of total revenue, and lock denominators with F4 to copy formulas across units.

Apply filters to a data set in Excel, using the Data Filter command or Alt shortcuts, to sort, filter by color, or select records, then paste filtered rows efficiently.

Learn where to begin a new Excel worksheet by starting in column B, reducing column A, removing gridlines, and adding a bordered title in B1 before entering data in B4.

Format numbers in Excel for corporate finance by applying currency and percentage formats, adjust decimals, and explore accounting and other number formats.

Use the format painter in Microsoft Excel to copy cell formatting, including fill color, font color, and bold, and apply it to multiple cells with a single or double-click.

Improve Excel model readability with color coding. Use blue for hard coded inputs, light yellow for inputs, black for formulas, green for links to sheets, and red for external files.

Master the essential Excel formulas for corporate finance, enabling you to tackle most tasks with these core functions and a little googling when needed.

Learn how index match, with exact matches and dynamic column lookup, enables flexible lookups in Excel across a table, as shown with unit two and rent.

Demonstrate how the if statement in Excel evaluates a logical test and returns yes or no based on true or false, using unit one bathroom count as an example.

Explore the or operator in Excel and how it pairs with an if statement to create flexible logic; determine standard vs premium units based on bedroom or bathroom counts.

Learn how to implement nested if statements in Excel to classify units as standard or premium based on bedroom type, bathroom count, and a rent threshold of at least $2,500.

Use the IFERROR formula for error handling in Excel, wrapping a faulty calculation to return a chosen value (such as zero or a text label) instead of an error.

Learn to use the sumifs formula to sum rent values by one-bedroom units, define the sum range and criteria ranges, and add multiple criteria like bathrooms for flexible Excel modeling.

Master the left and right functions in Excel to extract characters from text, demonstrated by splitting a full name like Rick Smith into separate columns.

Learn how the trim function cleans dirty data by removing leading and trailing spaces, fixing countifs results for accurate one-bedroom unit counts in Excel.

Explore CAGR, the compound annual growth rate, to smooth volatile year-over-year rent growth from 2021 to 2023 using the final value over starting value formula and a quick check.

Convert the csv to an excel workbook to preserve formatting, then add month-year columns and create a unique product identifier by combining product type fields with a hyphen.

Learn to build and format the presentation tab in a financial model, create inputs and drop-downs, link tabs, and build a quarterly actual vs budget sales chart with dynamic title.