The most important Excel functions, formulas and best practices.

Excel Shortcuts PC Mac

List of Excel shortcuts To be more productive, faster, and more efficient when building financial models or performing financial analysis it’s important to know the main keyboard shortcuts in Excel.  These are critical for careers in investment banking, equity research, FP&A, finance, accounting, and more. The first thing you’ll do if you’re hired as an...

Excel Formulas Cheat Sheet

Excel formulas cheat sheet If you want to become a master of Excel financial analysis and building financial models then you’ve come to the right place.  We’ve built a cheat sheet of the most important Excel formulas and functions required to become a spreadsheet power user. Below is a written overview of the main formulas for your...

Advanced Excel Formulas Must Know

10 Advanced Excel Formulas You Must Know Every financial analyst spends more time in Excel than they may care to admit.  Based on years and years of experience, we have compiled the most important and advanced Excel formulas that every world class financial analyst must know.   1. INDEX MATCH Formula: =INDEX(C3:E9,MATCH(B13,C3:C9,0),MATCH(B14,C3:E3,0)) This is an...

Excel for Dummies

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

Go To Special (Excel)

What is the Go To Special function in Excel? The Go To Special function in Excel allows you to quickly select all cells that meet a certain criteria, such as containing: Formulas (numbers, text, logicals, errors) Constants (numbers, text, logicals, errors) Blank cells Objects Precedents and dependents. There are three ways to access Go To: Press...

Index Match Formula (Excel)

What is INDEX MATCH? The INDEX MATCH MATCH function is the combination of two formulas in Excel: INDEX and MATCH. =INDEX() returns the value of a cell in a table based on the column and row number. =MATCH() returns the position of a cell in a row or column. Combined the two formulas can look...

Excel Definition Overview

What is the definition of Excel? Excel definition: a software program by Microsoft that uses spreadsheets to organize numbers and data with formulas and functions. Excel analysis is ubiquitous around the world and used by businesses of all sizes to perform financial analysis. Check out our free Excel Crash Course here! What is Excel used...

Free XL Tutorial

Free xl tutorial If you’re looking for a free crash course to learn all about Excel, then our free xl tutorial course is the best option for you.  We’ve condensed a lot of information and lessons into a concise, easy-to-follow course with all the most important xl functions and formulas. Please enroll in our free...

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 dashboard in...