Professional Documents
Culture Documents
0
Course Highlights and Recommended
Completion Order
http://breakingintowallstreet.com
They mostly care about formulas and how well you can use them to make calculations
and manipulate data. Many case studies and modeling tests in interviews are either:
1. Heres a 3-statement model. Fix the formulas and link it properly.; OR
2. Heres a set of data across many spreadsheets. Pull it in properly using lookup
(and related) functions.
Heres what we recommend skipping and what we recommend focusing on if youre
preparing for a case study or modeling test and you have very little time to prepare:
http://breakingintowallstreet.com
Module 7 (VBA and Macros) Skip this because it simply wont come up in
modeling tests.
http://breakingintowallstreet.com
Module 6 (Graphs and Charts) Focus on (the other tutorials are also useful, but
are less common in banking and finance roles):
o Lesson 3: Combination Charts: Revenue and Margins
o Lesson 5: How to Create Graphs for Valuation Metrics and Multiples
o Lesson 6: Creating the Football Field Valuation Graph
o Lesson 7: How to Create Price-Volume Graphs
Module 7 (VBA and Macros) Only complete this module if you have the time
and inclination. VBA and macros can be useful, but you dont use them
extensively in most IB/PE/HF roles.
http://breakingintowallstreet.com
o Lesson 1: How to Record and Edit a Macro If you only have the time for
one lesson, make it this one. Its the most relevant and immediately useful
one in this module.
http://breakingintowallstreet.com
Everything is now based on 2 case studies (Wal-Mart and Customer Due Diligence) and
you work with more complex models, so its a very, very different treatment of Excel.
But since you asked, here are ONLY the lessons that cover brand new material:
Module 3 (Formatting) Many changes here because the Alt + H menu is now
covered extensively.
o Lesson 2: Fills, Fonts, Borders, and Alignment Alt + H coverage
o Lesson 4: How to Color Code Financial Models Black, Blue, and Green
o Lesson 5: Date and Time Formatting and Functions
o Lesson 6: Custom Number Formats Yes, it was in the old course but this
lesson has so much new material that its effectively new
o Lesson 7: Importing and Exporting Data
o Lesson 8: Text Manipulation Functions
o Lesson 12: Data Tables NOT sensitivity tables, something different (a
new feature in Excel versions 2007 and later)
http://breakingintowallstreet.com
Module 7 (VBA and Macros) Brand new module (for the most part).
o Lesson 2: Introduction to VBA, Conditions, and Loops
o Lesson 3: Using VBA to Create User-Defined Functions
o Lesson 4: Fixing Messy Formatting with VBA
o Lesson 5: How to Create Dynamic, Interactive Charts with Form Controls
If youre in a real time crunch and only have hours or days left before your modeling
test or interview, OK, then maybe you can skip over this part and watch each lesson
instead.
But you will get far more out of the course if you take the time to complete your own
version of the files and check it against the After version in each lesson.
Any Questions?
Thats about it for this quick start guide. Please contact us if you have any other
questions or if anything here is unclear.
-Brian
Brian DeChesare
Breaking Into Wall Street
Mergers & Inquisitions
http://breakingintowallstreet.com