Excel Fundamentals for the Finance Professional

Before you can crunch data and efficiently build models, you need to master the basics in Excel. Focus on the fundamental building blocks of Excel, which will prepare you to utilize more advanced techniques, leveraging Excel’s spectrum of features. Learn relevant financial formulas, proper navigation, formatting of files and worksheets, creating calculations in cells, and linking between tabs (worksheets). Review functions and tools including mathematical, financial, logic, date/time formulas; data manipulation; anchoring; data tables; and building a capstone model. Emphasis will be on using shortcut keys, simplifying steps, and manipulating data. Leave with techniques that you can use immediately, allowing you to work faster and with less effort and more accuracy. This workshop is perfect if you need to fill in self-taught knowledge gaps, learned Excel some time ago, need to update your skills, or work in a support capacity.

Prerequisite: Some proficiency in Excel is required.
Note: Bring your PC laptop with Microsoft Excel installed and a CD-ROM drive. Mac applications may not be as effective.

Also Recommended: Basic Financial Modeling on February 24, Advanced Excel Charting and Graphing on April 13. and Advanced Excel Data Analysis in, Summer 2010.