Excel

The Corporate Finance Institute

Excel

Excel



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The Corporate Finance Institute

Excel

About Corporate Finance Institute?

CFI is a world-leading provider of online financial analyst training programs. CFI's courses, programs, and certifications have been delivered to tens of thousands of individuals around the world to help them become world-class financial analysts.

The analyst certification program begins where business school ends to teach you job-based skills for corporate finance, investment banking, corporate development, treasury, financial planning and analysis (FP&A), and accounting.

CFI courses have been designed to make the complex simple by distilling large amounts of information into an easy to follow format. Our training will give you the practical skills, templates, and tools necessary to advance your career and stand out from the competition.

Our financial analyst training program is suitable for students of various professional backgrounds and is designed to teach you everything from the bottom up. By moving through the three levels of mastery, you can expect to be performing industry-leading corporate finance analysis upon successful completion of the courses.



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The Corporate Finance Institute

Excel

Copyright ? 2018 CFI Education Inc.

All rights reserved. No part of this work may be reproduced or used in any form whatsoever, including photocopying, without prior written permission of the publisher.

This book is intended to provide accurate information with regard to the subject matter covered at the time of publication. However, the author and publisher accept no legal responsibility for errors or omissions in the subject matter contained in this book, or the consequences thereof.

Corporate Finance Institute learning@ 1-800-817-7539

At various points in the manual a number of financial analysis issues are examined. The financial analysis implications for these issues, although relatively standard in treatment, remain an opinion of the authors of this manual. No responsibility is assumed for any action taken or inaction as a result of the financial analysis included in the manual.



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The Corporate Finance Institute

Excel

Table of contents

6

Excel Shortcuts for PC and Mac

7

Editing Shortcuts

8

Formatting Shortcuts

9

Navigation Shortcuts

10

File Shortcuts

10

Ribbon Shortcuts

10

Paste Special Shortcuts

11

Clear Shortcuts

11

Selection Shortcuts

11

Data Editing Shortcuts

12

Data editing (inside cell) Shortcuts

12

Other Shortcuts

13

Reasons to use Excel Shortcuts

13

Free Excel Course

14

Basic Excel Formulas

15

Basic Terms in Excel

16

Five Time-saving Ways to Insert Data in Excel

21

Seven Basic Excel Formulas For Your Workflow

28

Advanced Excel Formulas

29

INDEX MATCH

30

IF combined with AND / OR

31

OFFSET combined with SUM or AVERAGE

32

CHOOSE

33

XNPV and XIRR

34

SUMIF and COUNTIF

35

PMT and IPMT

36

LEN and TRIM

37

CONCATENATE

38

CELL, LEFT, MID and RIGHT functions



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The Corporate Finance Institute

Excel

39

Most Useful Excel function For Financial Modeling

40

Date and Time

40

DATE

44

EOMONTH

49

TODAY

52

YEAR

56

YEARFRAC

60

Financial

60

DURATION

64

NPV

68

PMT

71

PPMT

75

XIRR

78

XNPV

84

YIELD

88

Information

88

ERROR.TYPE

90

ISBLANK

94

Logical

94

AND

99

IF

106

IFERROR

112

IFS

118

OR

124

CHOOSE

128

HLOOKUP

136

INDEX

141

MATCH

145

OFFSET

150

VLOOKUP

157

Math

157

ABS

162

SUMIF

166

Statistical

166

AVERAGE

171

CORREL

176

COUNT

184

COUNTA

191

COUNTIF

198

RANK

202

SMALL



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PART 01

The Corporate Finance Institute

Excel

Excel Shortcuts for PC and Mac



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The Corporate Finance Institute

Excel

List of Excel Shortcuts

To learn more, please check out our online courses

PC shortcuts & Mac shortcuts

Editing shortcuts



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The Corporate Finance Institute

Formatting shortcuts

Excel



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