Core Excel Skills Part 2: Customization - Excel skills for finance professionals | CFA Institute
The video is a practical Excel tutorial aimed at finance professionals, focused on working faster and making fewer errors in models and analysis. It may be useful for wealth professionals who build or review spreadsheet-based work.
Summary
By our deskThis is the second video in an eight-part CFA Institute series on Excel skills for finance professionals. It covers customization and efficiency features, including key Excel settings, the Quick Access Toolbar, keyboard shortcuts for navigation and selection, row and column editing, named ranges, data validation and Excel Tables.
- The video covers Excel settings to check first, including calculation mode and iterative calculation when a workbook is not updating as expected.
- It shows how to build a Quick Access Toolbar and use it with Alt key shortcuts.
- It covers shortcut pairs including F2 and F4 for absolute referencing, and Ctrl+[ with F5 to trace and return.
- It explains named ranges, data validation and Excel Tables for more robust models and Excel problem solving.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction | 1 min | |
| Welcome to Video 2 and what’s covered | 1 min | |
| Workbook 2 and the story so far | 1 min | |
| Key Excel settings | 1 min | |
| Workbook calculation and iterative calculation | 2 min | |
| The Quick Access Toolbar | 3 min | |
| Keyboard shortcuts and navigation | 2 min | |
| Shortcut pair: F2 and F4 | 1 min | |
| Shortcut pair: Ctrl+[ and F5 | 1 min | |
| Adding and deleting rows and columns | 2 min | |
| Key Excel features with Fay | 1 min | |
| Named ranges | 2 min | |
| Data validation | 2 min | |
| Excel Tables | 3 min | |
| Recap and what’s next: Power Query | 1 min |
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