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Excel Academy for Financial Professionals
Module 1 - Excel Basics
M1 Lecture 1 Introduction (1:13)
M1 Lecture 2 How is Excel used in Finance (2:24)
M1 Lecture 3 How much Excel should you know (2:14)
M1 Lecture 4 Mac vs. PC when it comes to Excel (2:59)
M1 Lecture 5 Use ready-templates to save time (2:36)
M1 Lecture 6 Navigation bar breakdown (2:47)
M1 Lecture 7 How to name your files and folders (3:08)
M1 Lecture 8 Amazing Shortcuts (4:58)
M1 Lecture 9 How to properly format an Excel Report (4:27)
M1 Lecture 10 Proper Formatting Continued (5:11)
M1 Lecture 11 Text to columns (3:05)
M1 Lecture 12 Create drop down menu (1:36)
M1 Lecture 13 Conditional formatting (3:51)
Module 2 - Data Cleaning & Mass Changes
M2 Introduction & Download Practice File (1:32)
M2 Lecture 1 Data Cleaning (6:06)
M2 Lecture 2 Mass Data Modification (5:48)
M2 Lecture 3 Statistical Functions (5:03)
M2 Lecture 4 Conditional Functions (7:02)
Module 3 - Data Lookups
M3 Lecture 1 Introduction to Lookups - HD 1080p (5:17)
M3 Lecture 2 Vlookup, why it is helpful and why it-s has issues - HD 1080p (9:44)
M3 Lecture 3 Xlookup and its many benefits - HD 1080p (8:24)
M3 Lecture 4 Xlookup - Bring the last match, and why - HD 1080p (3:53)
M3 Lecture 5 Horizontal Xlookup - HD 1080p (1:51)
M3 Lecture 6 Wildcard - a type of Fuzzy lookup - HD 1080p (3:00)
M3 Lecture 7 Filter - when there are multiple results - HD 1080p (3:14)
M3 Lecture 8 Index Match - Another way to lookup data - HD 1080p (7:18)
M3 Lecture 9 Xlookup with multiple criteria - HD 1080p (3:00)
Module 4 - Pivot Tables and VBA Macros
Download the practice files
M4 Lecture 1 Pivot Tables Fundamentals (11:09)
M4 Lecture 2 How to add -Month- to a Pivot Table (2:40)
M4 Lecture 3 Slicer vs. Filter in Pivot Tables (4:22)
M4 Lecture 4 Pivot Charts (1:14)
M4 Lecture 5 VBA Macros (8:02)
Module 5 - Using Excel as a Controller or Financial Analyst
Download Practice Files
M5 Lecture 1 Build A KPI Dashboard With Excel (28:12)
M5 Lecture 2 Automate Journal Entries With Excel (13:42)
M2 Lecture 4 Conditional Functions
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