Automate Your Work with VBA: You’ll super-charge your productivity by learning how to record and edit macros and write VBA code to automate many of the tasks taught in the earlier parts of the course, such as formatting financial models and preparing them for printing.And you’ll learn how to create dynamic charts with checkboxes and scroll bars for additional control. Insert and Format Finance-Specific Graphs and Charts: You’ll learn how to insert and format everything from line/column/pie charts to graphs for valuation multiples, price-volume graphs for company stock prices, waterfall bridge charts, and the “football field” valuation graph.These features make it easier to highlight trends and draw quick conclusions. So, you’ll learn how to slice and dice data to get quick results, including data tables, Power Query, SUMIFS and SUMPRODUCT, database functions, pivot tables, Excel’s internal data model, and Power Pivot. Slice and Dice Data Like a Pro: When you need to complete “due diligence” for an acquisition or potential investment, analysis of customer and employee data is critical.These formulas are critical for financial models as well as data analysis – and you’ll know them like the back of your hand. Then, you’ll learn about lookup functions (HLOOKUP, VLOOKUP, and XLOOKUP), INDEX and MATCH, INDIRECT, array functions, CHOOSE and OFFSET, circular references, auditing formulas, sensitivity tables, goal seek, solver, and more. Become a Formula Guru: You’ll start with the fundamentals, such as the equals sign, single and double quotes, and ampersands, and then move into logical, arithmetic, and financial functions.Then, you’ll learn how to select the right fills, fonts, borders, and alignments, and how to clean up data, set up custom number formats, how to color code and use conditional formatting, and how to prepare your files for printing. Master Navigation and Formatting: These are the key building blocks you’ll need for any spreadsheet – so you’ll learn the fundamentals of the ribbon menu, editing and deleting cells/rows/columns, relative and absolute references, naming and jumping to cells, entering formulas and copying and pasting them efficiently, and manipulating worksheets.Then, you can save even more time by installing our custom macros package, with support for color formatting, number format cycling, print formatting, flash fill, error wraps, anchor toggling, table of contents insertion, graph/chart automation, and more.

This process alone will save you hours, but most people don’t do it, or they set it up incorrectly.

Optimize Your Excel Setup: The first and most important step is to customize your Excel setup and add the most common commands to the Quick Access Toolbar (QAT).

Excel for mac vba module