Core Excel Skills Part 2: Customization - Excel skills for finance professionals | CFA Institute
Spreadsheet work underpins modelling, reporting and analysis in advisory firms, and the episode is pitched at reducing errors and speeding up routine tasks. It is a skills tutorial rather than a discussion of advisory business, markets or products.
Summary
By our deskThe second instalment in an eight-part CFA Institute series on Excel skills for finance professionals, presented by Microsoft MVPs Giles Male and Fay Bordbar. The episode covers workbook settings such as calculation mode and iterative calculation, building a Quick Access Toolbar, keyboard navigation and selection shortcuts, and features including named ranges, data validation and Excel Tables. It closes with a recap and a preview of the next lesson on Power Query.
- Covers the settings to check first, including calculation mode and iterative calculation, when a workbook is not updating as expected.
- Shows how to build a Quick Access Toolbar and use it with Alt key shortcuts.
- Covers shortcut pairs: F2 and F4 for absolute referencing, and Ctrl+[ with F5 to trace and return.
- Explains named ranges, data validation and Excel Tables for more robust models, and previews Power Query as the next lesson.
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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