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Group in Excel

Guide on How to Group in Excel Grouping rows and columns in Excel is critical for building and maintaining a well-organized and well-structured financial model. Using the Excel group function is the best practice when it comes to staying organized, as you should never hide cells in Excel. This guide will show you how to…

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Dynamic Dates, Sum, Average and Scenarios

Dynamic Dates, Sum, Average and Scenarios For financial analysts in investment banking, equity research, FP&A, and corporate development, it is advantageous to learn advanced Excel skills because it makes you stand out from your competitors. In this article, we will go through some of the best industry practices that will help you dramatically speed up…

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Dashboard Creation in Excel

Creating a Dashboard in Excel A good financial analyst needs to be a master of dashboard creation in Excel.  It’s not always a skill that comes naturally to people, and practice, combined with good training, is the key to success.  In this free guide, we’ve outlined the most important tips and tricks for creating a…

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Excel for Beginners

A “Dummies” Guide to Excel for Beginners Welcome to our free Excel for Beginners guide! In this guide, we will give you everything a beginner needs to know – what is Excel, why we use it, and what are the most important keyboard shortcuts, functions, and formulas.  If you’re new to MS Excel, then you’ve…

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Formula vs Function

What is a Formula vs Function in Excel? A Formula is an equation designed by a user in Excel, while a Function is a predefined calculation in the spreadsheet application. This guide will walk you through Formula vs Function in Excel so you know exactly what the similarities and differences are. Excel enables users to…

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Add Months to Date

How to Make Excel Add Months to Date In Excel, you can add a number of months to a date using the EDATE function.  This can be very useful when performing financial modeling and you are adjusting time periods.  This is a step by step guide on how to have Excel Add Months to Date. For…

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VBA Do Loop

What is Do Loop in VBA? A VBA Do Loop is a subsection within a macro that will “loop” or repeat until some specific criteria are met. The coder can set the loop to repeat a specified number of times until a certain variable exceeds a threshold value or until a specific cell is activated….

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VBA For Loop

What is a VBA For Loop? A VBA Loop is a portion of the process that will repeat until the specified criteria are met. The criteria depend on the type of loop used. Loops generally begin with a specific statement describing what type of loop it is. It will end with an ending statement that is…

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Find and Replace in Excel

How to Search in Excel Find and Replace in Excel allows you to quickly search all cells and formulas in a spreadsheet for all instances that match your search criteria. This guide will cover how to search in Excel and use find and replace in Excel. Examples of what you might use the Excel Find function to search…

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Excel Current Date and Time

How to Insert the Current Date and Time in Excel For anyone working as a financial analyst, it can be useful to insert the current time and date into an Excel spreadsheet. This guide will break down how the Excel current date and time function works and outline situations where it will be helpful in…

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