Excel Book

Excel Book – beginner, intermediate, advanced Excel

CFI’s Excel Book is free and available for anyone to download as a pdf. Learn about the most important Excel shortcuts and functions to succeed in your career!

Welcome to the official Excel Book from the Corporate Finance Institute. In this 206-page summary, we walk through all the most important and useful Excel functionalities that will advance your career in financial services. From logical functions such as IFERROR to calculating the yield of a bond, CFI’s Excel eBook will provide you examples and shortcuts to these and many more! We hope you find this book useful in reaching your future goals.

CFI’s book on Excel is divided into four chapters. Below is a detailed breakdown of what’s included in each chapter.

Excel Shortcuts for PC and Mac (Chapter 1)

• Editing Shortcuts
• Formatting Shortcuts
• Navigation Shortcuts
• File Shortcuts
• Ribbon Shortcuts
• Paste Special Shortcuts
• Clear Shortcuts
• Selection Shortcuts
• Data Editing Shortcuts
• Data editing (inside cell) Shortcuts
• Other Shortcuts
• Reasons to use Excel Shortcuts
• Free Excel Course

Basic Excel Formulas (Chapter 2)

• Basic Terms in Excel
• Five Time-saving Ways to Insert Data in Excel
• Seven Basic Excel Formulas For Your Workflow

Advanced Excel Formulas (Chapter 3)

• INDEX MATCH
• IF combined with AND / OR
• OFFSET combined with SUM or AVERAGE
• CHOOSE 92 XNPV and XIRR
• SUMIF and COUNTIF
• PMT and IPMT
• LEN and TRIM
• CONCATENATE
• CELL, LEFT, MID and RIGHT functions

Most Useful Excel function For Financial Modeling (Chapter 4)

• Date and Time
  • DATE
  • EOMONTH
  • TODAY
  • YEAR
  • YEARFRAC
• Financial
  • DURATION
  • NPV
  • PMT
  • PPMT
  • XIRR
  • XNPV
  • YIELD
• Information
  • TYPE
  • ISBLANK
• Logical
  • AND
  • IF
  • IFERROR
  • IFS
  • OR
  • CHOOSE
  • HLOOKUP
  • INDEX
  • MATCH
  • OFFSET
  • VLOOKUP
• Math
  • ABS
  • SUMIF
• Statistical
  • AVERAGE
  • CORREL
  • COUNT
  • COUNTA
  • COUNTIF
  • RANK
  • SMALL

Book review

Below is one of many reviews CFI received from satisfied readers of the Principle of Excel Book:

“This Excel book gave me all the shortcuts, formulas and functions I needed to become a power user! Thanks CFI.”  – Colis

Additional resources

This Excel book is a great way to jumpstart your spreadsheet knowledge.  Whether you are a beginner or intermediate student, this book is a great way to get a lot of information in one highly organized format.  And the best part is…it’s 100% free!

To learn more and advance your career, check out these additional resources:

• All CFI eBooks
• Free Excel Crash Course
• Finance interview questionsFinance Interview QuestionsFinance interview questions and answers. This list includes the most common and frequent interview questions and answers for finance jobs and careers. There are two main categories of finance interview questions you will face: behavioral and technical. Work through this list & practice with someone to be well prepared
• Career mapMapCFI's Excel Book is free and available for anyone to download as a PDF. Read about the most important shortcuts, formulas, functions, and tips you need to become an Excel power user. This book covers beginner, intermediate, and advanced topics to master the use of spreadsheets for financial analysts