To start on the course we’re making sure you’ve completely mastered some of the most essential Excel features – the ones we expect you’ll use most often.
Building your Excel modelling survival toolkit
In the first lesson we cover the importance of the insert formula dialog box and the If formula.
In the second course lesson we want to make sure that, in your Excel modelling survival toolkit, you’ve got what we would describe as a ‘data picking’ solution. Imagine you’ve got a table of data with headings across the top and categories down the side. Based on a particular column and row, you want to ‘pick out’ a particular single piece of data from the table. You need a preferred data picking solution.
Excel provides us with many data picking solutions with relative strengths and benefits. We’ll cover those in later lessons. In the meantime though, we want to make sure you’ve got a data picking solution that you’ve mastered. For many delegates on our financial training courses, that preferred solution would be Vlookup – so that’s the one we’ll be concentrating on in our second lesson.
Give yourself an Excel financial modelling tuneup
We’re happy to send you a brief email covering territory like this regularly each day over the next month. By flicking through each lesson we think you can give yourself a tiny little Excel work out probably in as little as 10 minutes a day – making sure you’re toned up and fighting fit for your modelling. As the month progresses you’ll start to see more advanced functions that are likely to prove helpful but that you’ll use less frequently. To start with, we want to make sure you’re totally on top of a few essential Excel formulas for financial modelling – and that you’re confident with at least one data picking solution like Vlookup.