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Excel Prep for Financial Modeling
Fundamental Excel Skills for Financial Modeling
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com Visit us online for workbooks on financial accounting. Technical support Call + 44 1295 267 634 (UK) or email directtesting@thematchettgroup. you can repeat any lesson by reopening the file. working through the tabs from left to right. from the use or application of any of the contents of this product. please see the FAQ at the end of this document. When you finish working through all the files.co m . close that file and open the next lesson file. 1. that is incurred as a consequence. 2. Caution! Your lessons expire 90 days from download This product expires 90 days after you download it. After you finish a lesson.com UK: 44 1295 256 161 colin. you’ll be ready to start financial modeling! If you have questions. then follow the instructions on the screen. Until the expiration date. As a reminder. directly or indirectly. © 2004 Kathleen Adkins Microsoft Excel and Microsoft Windows are registered trademarks of Microsoft Corporation. Enter your User ID and Password to log in. loss or risk. math and modeling. and start with the first tab on the lower left of your screen. Right-click a file. US: 1-914-944-0999 info@amttraining. How to use this product The filenames are keyed to each lesson number. However. Contact your learning manager to request new Download & Go! lessons after your expiration date.amttr aini n g. which you must download and save before using them. your personal expiration date appears on the first tab of each lesson file. Save your learning files Do not attempt to use Download & Go! directly from your browser. except for the personal use of authorized users.Welcome to Download & Go! Excel Prep for Financial Modeling System requirements This learning product is built on Excel files. materials and corporate learning services. and the author and publisher specifically disclaim any liability. Open each lesson file in Excel. you must have Microsoft Excel® 97 or higher installed on your Microsoft Windows® computer. allowing you to work through 12 lessons at your own pace. may not be reproduced in any manner whatsoever without written permission. Save the file to a target folder on your computer. follow the instructions for each lesson. Learning and development managers are invited to contact us about classroom training. From there. along with other financial learning tools. The text of this product. The product consists of 12 Excel learning files. Repeat these steps for all 12 Excel files. program design. financial or otherwise.dooling@thematchettgroup. the author and publisher accept no responsibility for inaccuracies or omissions.com Online access Access Download & Go! as directed by your learning manager. To use it. 3. More financial learning resources Copyright Download & Go! Excel Prep for Financial Modeling is published by Adkins Matchett & Toy Ltd. All rights reserved. This product is intended to provide accurate information regarding the subject matter covered. labeled Course Cover. w ww . or any part thereof. whether personal.
multiplication. and rows UNDO AVERAGE MAX and MIN Common business formulas and how to apply them Growth formulas and ratios • • • • • • • • • • • • Repeater key to repeat commands UNDO with keyboard commands Keyboard menu commands Paste with Enter and CTRL v Cut (move) 3 03BasicFormat Copy and paste while editing cells Insert/delete rows and columns Shortcuts for formatting commands Adjust column size Freeze panes and split screen Single-cell formulas Order of operations • • • • • • • Mixed addresses 6 06PowerMoves Use the Edit Paste Special command to selectively copy formats. values Manipulate numbers with operation commands IF 8 08Business Formulas Percentage formulas and ratios Margins. division SUM function Relative vs. markups and discounts Word problems Formulas that use cells from other sheets Special use of SUM across sheets Common Excel errors and how to fix them Column-width errors Formatting errors Integrity checking guidelines Identifying bad formulas Introduction to basic charts Create charts using the ChartWizard • • • • • • #VALUE! messages #NAME? messages #REF! messages 10 Tracing cross-sheet formulas 12 12Charts Create simple line charts Editing a chart . columns. subtraction. absolute cell reference F4 shortcut Powerful ways to delete and paste Clear formats Delete and insert cells.Fundamental Excel Skills for Financial Modeling Lesson Filename 1 01Shortcuts • • • 2 02Copy • • • • • • 4 04Formulas • • • 5 05AbsRef • • • • • • 7 07Functions • • • • 9 09CrossSheet Formulas 10Errors • • • • • 11 11Integrity • • • • Download & Go! Lesson Contents Lesson Contents Fundamental keyboard navigation shortcuts How to select with the keyboard SUM shortcut Copying formulas and SUM function Select cells using the keyboard Copy using keyboard commands Control cell contents and appearance with simple formatting commands Autofill (series fill) Edit a cell’s contents Basic formulas using cell references Addition. formulas.
Try these actions: • Be sure you are opening the files in Excel 97 or higher. not in your browser window. you will be ready to start financial modeling. save all 12 Excel learning files to your computer or storage media (diskette. If you already know the material in a lesson. First. because each lesson builds on skills from earlier lessons. I get a message telling me the file will expire within 90 days of opening the file. From there. As a result.com. working through the tabs from left to right. move from sheet to sheet and move the cursor to a particular cell. Can I repeat a lesson? My files have not expired. Do I need to know modeling in Excel before I use this product? Where do I use the Download & Go! learning files? You use them in Excel—not from your browser. When you finish working through all the files. Contact your learning manager to request new Download & Go! files after the expiry date. Then open the files in Excel. No. labeled Course Cover. w ww . I get a Security Warning when I open a file. Click the Enable Macros button. Print the sheets for those tabs and refer to them later. What will I learn? Download & Go! Excel Prep for Financial Modeling targets the Excel skills that are critical to master before you build financial models. To avoid receiving the Security Warning when you open each lesson file. depending on your experience using Excel. Do I need to do all the lessons in order? Yes. check the box “Always trust macros from this source. The files are labeled according to lesson number and topic. you will move through it quickly. from 1 through 12. CD.” How do I use the files? The filenames are keyed to each lesson number.Download & Go! FAQ How do I access my Download & Go! learning files? Your learning manager will give you instructions. but they still don’t work.amttr aini n g. Where can I get further help? Call Technical Support: + 44 1295 267 634 (UK) or email directtesting@thematchettgroup. However. Simply open each file in Excel. Each lesson includes a Reference Tab. close that file and open the next lesson file. You should work through all the lessons in order. Download & Go! teaches you to use keyboard shortcuts instead of relying on the mouse. See the Lesson Contents for details on lesson topics. Is there a reference for future use? Yes. After you finish a lesson. You can reuse any lesson file until the expiration date. Yes. including how to open and close Excel files. What if I need it again later? You can repeat any lesson by reopening the file until the expiry date. etc. you do need a few basic Excel skills. you will work faster and build Excel models that are free of errors. follow the instructions for the lesson.co m . How long will it take to complete the lessons? It will take approximately 8 to 12 hours to work through all 12 lessons. • Check that you enabled Excel to accept macros on the file. and start with the first tab on the lower left of your screen.).
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