Excel Best Practices for PC: Become an Excel Expert

Learning Outcomes:

• Basic Excel setup including iterations & calculations settings

• Excel best practices, including common “shortcut” keys and other efficiency tips

• Best practices for building formulas (auto sum, filling, anchoring)

• Customizing toolbars in Excel (including adding icons to your toolbar)

• Auditing formulas and cell references

By utilizing both basic and advanced Excel tools, this course is designed to dramatically improve a participant’s ability to use Excel efficiently.

Whether you’re an investment banker, consultant, accountant, or specialist in healthcare, technology or industrials, this class offers the broadest, most valuable Excel skill set of any of course we offer.

This course is ideal

• The financial services industry (investment banking, consulting, research, asset management, brokerage, sales & trading, insurance, private equity, venture capital, entrepreneurship and start-ups)

• Corporate/strategic development or finance group of a corporation

• Marketing, brand management or operations for a corporation or any position responsible for a product or divisional budget, projections and profit/loss statement

• Enhancing their learning in finance and financial statement analysis classes

• Non-finance roles, but interested in gaining a solid foundation in applied corporate finance

Topics Covered

Complete topics step by step or jump to any of the below at any time.

• Basic Excel setup – macro security, iterations, calculations settings

• Financial modeling essentials – appropriate color schemes, page setup, and customizing toolbars in Excel

• Common shortcut keys and other efficiency tips

• Understanding how to efficiently design historical inputs and forecast financial projections

Prerequisites

This course is open to all. To maximize the benefit of this course we recommend an understanding of financial statements and Microsoft Excel.

The Course is optimized for PC based Excel