Course curriculum

  • 1

    Introduction

    • Course introduction

    • Instructor biography

    • Key learning objectives

    • Keyboard over the mouse

  • 2

    Excel Layout

    • Download files - Excel template and course notes

    • Layout overview

    • Workbooks, worksheets, cells, & formula bar

    • The ribbon - home

    • The ribbon- insert page, layout, formulas, data review, view, help

    • Keyboard shortcuts to navigate the ribbon

    • Interactive exercise 1

  • 3

    Excel Settings

    • Excel settings overview

    • Excel general settings

    • Excel formulas settings

    • Excel data proofing, save language, ease of access settings

    • Excel advanced settings, customize ribbon, quick access toolbar

    • Excel add-ins

    • Interactive exercise 2

  • 4

    Basic Financial Analysis Setup

    • Objectives

    • Format background, special numbers, column width

    • Page break preview, orientation, freeze panes

    • Paste special, format numbers, subtotals

    • Font colors with paste special

    • Assumptions, percentages, decimal places

    • Fill right, borders, view gridlines

    • Interactive exercise 3

  • 5

    Advanced Financial Analysis Setup

    • Objectives

    • Structure, organization, duplicate sheets, grouping

    • Anchoring, formatting, and grouping cells

    • Editing multiple sheets, naming cells

    • Interactive exercise 4

    • Tracing precedents and dependents

    • Go to special, conditional formatting

    • Dynamic titles and headers

    • Interactive exercise 5

  • 6

    Functions & Formulas

    • Objectives

    • Date functions and time periods

    • Yearfrac function

    • Sum, average, sumproduct, median

    • Interactive exercise 6

    • IF statements

    • Rounding, and absolute functions

    • Min, max, small, large functions

    • Interactive exercise 7

    • IFERROR function

    • Find and replace

    • Formula quiz

  • 7

    Wrap Up

    • Download completed Excel files from the course

    • Summary

  • 8

    Qualified Assessment

    • Qualified assessment

    • Excel Crash Course course evaluation