Beginner to Pro in Excel: Financial Modeling and Valuation

Explore the seven main tabs of the Excel ribbon: home, insert, page layout, formulas, data, review, and view, and learn essential formatting and data management tools.

Learn to format Excel cells using the Home tab or Format Cells, adjusting font, size, borders, fill, alignment, and emphasize the title row.

Discover how to build Excel formulas by entering numbers or cell references, using = or +, and applying plus, minus, multiply, divide, and parentheses to create transparent calculations.

Master inserting Excel functions, focusing on the if function and its arguments. Learn to search by category or keyword and use the formula bar to verify results.

Explore Excel best practices to enhance your work with professional formatting, fast scrolling, fixed cell references, dynamic names, recording macros, data organization, and drop-down lists.

Format a new Excel sheet for a professional look with white background, Arial 9 font, 1.25 column width; create Arial 12 dark blue title in B1 named 'formatting a worksheet'.

Use Ctrl plus arrow keys in Excel to jump to the last non blank cell and quickly select large ranges with Shift.

Demonstrates how to insert a line break in a single cell using alt+enter to display text on two lines, saving space and organizing a sheet.

Learn how the wrap text button in Excel formats text in a cell by wrapping content to fit inside the cell, preventing overflow.

Learn to sort multiple columns in excel using a custom sort, prioritizing by volume from largest to smallest to highlight top-selling products in a table.

Learn to create a drop-down list for the product group range using data validation, enforce valid entries, and manage error alerts in Excel.

Learn to assign dynamic names to cells in a financial model by linking text inputs like the company name and P&L to an input page, so changes update automatically.

Create a professional index in financial models by inserting internal hyperlinks that jump between sheets. Learn to link to a place in this document using the insert tab.

Master custom formatting in Excel by applying 1000 separators and zero decimals, displaying negatives in brackets, converting zeros to dashes, and using four-position formats with hash tags or zeros.

Apply custom formatting to display numbers as multiples in a financial model, using format cells and custom codes like 0.0 x while keeping values numeric.

Learn to record and save macros that run across multiple workbooks by storing them in your personal macro workbook, then test them in new files.

Master Excel's search feature to quickly locate commands like freeze panes, access functionality from the search field, and save time when you can't find a tool.

Filter by color in Excel to quickly isolate highlighted rows, using the filter feature and color options, or filter by no fill to see uncolored cells.

Apply conditional formatting to highlight data by rules and thresholds, using data bars, color scales, and traffic lights formatting to improve readability in financial reports.

Master find and replace to manage references in formulas, applying to a specific area or the entire worksheet or workbook, with exact or partial matches and handling external references.

Use find and replace to apply formatting across an Excel workbook, such as changing totals from dark blue to white and adding borders by selecting format from cell and replacing.

Turn off background error checking to remove the automatic green flags in formula cells, by unchecking enable background error checking in file tab options formulas for a cleaner sheet.

Learn the professional beauty saving technique to save workbooks so every sheet opens at cell A1, ensuring clean, consistent files when sharing with superiors, colleagues, or partners.

Master the F2 shortcut to edit formulas directly in cells, reveal inputs in the formula bar, and trace references across sheets for efficient Excel financial modeling.

Learn how keyboard shortcuts save time in Excel, using Ctrl+C, Ctrl+V, and Ctrl+X for copy, paste, and cut. Use the Alt key to access the ribbon and Quick Access Toolbar.

Master Excel's key functions from basics to advanced, including sum, count, hlookup, sumifs, countifs, index and match, and choose, to support financial modeling and valuation.

Learn to use Excel's sum, sumif, and sumifs formulas to add values in a range by criteria, with examples like Italian teams' games and English teams' Champions League points.

Learn how to add text in formulas using quotation marks in Excel, control spaces, and join data like country names and capitals with ampersand operators to create clean outputs.

Use max and min formulas to find highest and lowest values in a range, such as F4 to F12; max shows 90 points for Bayern Munich, min 27 for Hamburger.

Master the index-match-match technique to retrieve exact data by row and column using two matches inside an index, illustrated with apartment buildings in Brazil for dynamic financial modeling.

Explore how XLOOKUP replaces VLOOKUP and INDEX&MATCH by handling left-right lookups, enabling exact or closest matches, and simplifying references for robust financial modeling.

Learn to use Excel's IFERROR function to trap formula errors when calculating percentages, displaying not available instead of errors and applying the approach across a range.

Use the choose function in Excel to build scenarios for financial modeling, selecting optimistic, base, or worst cases across multiple years by changing a single numerical index.

Apply sumifs to compute revenues across product groups, financial periods, and store types using a 15,000-row database. Master fixing references to copy formulas efficiently across exercise one and two tables.

Learn to compute a complete loan schedule in Excel using the PMT function, determine monthly payments, and disaggregate interest, principal, and residual debt for a ten-year mortgage.