OVERVIEW

Through practical examples and annotated Excel guides, the course will improve the participant’s ability to use Excel efficiently to parse a large data set and interpret the results. By utilizing both basic and advanced Excel tools, students can dramatically improve their efficiency in data organization, allowing them to spend more time interpreting and sensitizing the data.

The Applied Excel course will benefit a wide variety job roles including:

  • Consulting
  • Financial planning and analysis, operations, or the business/strategic development group of any corporation
  • Accounting
  • Financial services (investment banking, research, asset management, brokerage, sales & trading, insurance, private equity, venture capital)
  • Marketing and brand management
  • Entrepreneurs and start-ups

6 hours of video content.
Estimated 12 hours to complete.

SAMPLE VIDEO

WHAT YOU WILL LEARN

  • Excel Best Practices and Efficiencies
  • Working with Client Data
  • Analyzing Data in Excel
  • Scenario Analysis
  • Macros and User-Friendly Tools
  • Pivot Tables
  • Data Tables
  • Enhancing Model Integrity
  • Introduction to VBA & Macros
  • Array Formulas

PREREQUISITES

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

We recommend taking the Excel Best Practices course to become fast and efficient in Excel.

KEY FEATURES

  • Estimated time to complete is 10-15 hours
  • Over 6 hours of video based instruction
  • Course materials include videos and hands-on Excel exercises.
  • Optimized for PC based Excel
  • The Excel shortcuts in this course are not optimized for Mac versions of Excel, but this will not detract substantially from the course experience

TOPICS COVERED

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

  • Organization of data: (text to columns, RIGHT, LEFT, UPPER, LOWER, CONCATENATE, etc.)
  • Lookup functions (VLookup, HLookup, MATCH)
  • Pivot Tables
  • Scenario analysis (CHOOSE, OFFSET)
  • Introduction to macros and other format controls
  • Creations of basic print macros
  • Editing of basic VBA code
  • Drop-down menus (combo boxes)
  • Data validation and creation of dynamic text
  • Sensitivity analysis using data tables

Save money with this course by purchasing our bundle!

This course is available in the following bundles:

Essentials 10 Courses Bundle -
Valuation, Modeling and Origination
Save up to 57% on all courses with this bundle!

Applied Excel 2 Course Bundle

Save up to 22% on all courses with this bundle!


Group Orders

We offer discounts for group orders on our self-study products. Group orders are an attractive option for companies or teams looking to upskill together.

Contact us at selfstudy@trainingthestreet.com to learn more about how to save money on group orders.


Browse All Course Bundles Below:

Gain your recognition with our digital certificates

Training The Street has been teaching the biggest finance firms for over 20 years. To help unlock your career potential, we offer certificates to provide the recognition you deserve.

After you finish your course, you will receive a certificate which can be easily added to your LinkedIn profile.