Excel For Models

This video introduces a video series that covers Excel for financial models with the objective of getting a beginner up to speed as expeditiously as possible.

This video provides a brief overview of the Excel screen, and then jumps right into formatting cells for financial models. It is a bit of a leap from vocabulary to formatting, but the videos that follow will tie it together.

This video walks through the process of building a very simple template with a focus on the relationship between formulas and inputs. To highlight formatting techniques and short cuts there is no mention of financial vocabulary.

A brief overview of the keyboard shortcuts that make moving around an Excel workbook much more efficient.

A short video summarizing the basic prerequisites to get started building simple models. In this video two additional functions are introduced.

Pasting shortcuts (in particular “Paste Special”) will save you a lot of time building financial models. This video and the associated notes will expose you to more than 20 related shortcuts.

An early introduction to prevent the development of poor model-building habits.

Excel has many date functions. In this video we will focus only on what is essential for financial models. While other functions exist, most financial models will require nothing more than what is presented here.

This video demonstrates how to use the VLOOKUP() and HLOOKUP() functions, and provides examples of how these functions can be incredibly useful in building financial models. The instruction also covers common errors to avoid when using these two functions.

This video expands upon the previous video with a more flexible "lookup" formula. 

Learn how to use =XLOOKUP() to transpose data from one column to multiple rows by line item and time period.

A short video demonstrating how Ctrl + F can save a tremendous amount of time and effort building financial models.