Excel for Finance and Accounting Intermediate Tutorial

Excel for Finance and Accounting Intermediate Tutorial

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Exercise Files: https://tinyurl.com/rxvb4utb

Who it's for: Professionals using Excel to tackle practical tasks around financial data.

What it is: Microsoft’s spreadsheet application used to clean, organize, and present data.

What you'll learn: This course begins with a brief Excel refresher before moving on to a series of Finance and Accounting tips to improve your day-to-day workflow. First, we’ll explore common functions like NPV, IRR, and IPMT. Then, you’ll learn how to create a variety of charts to visually represent your data like stock charts, area charts, and even football field charts. Next, you’ll refamiliarize yourself with some key Excel tools like Pivot Tables to maximize your time in the application. Finally, we’ll show you how all of this works in the real world with comprehensive exercises around income statements, balance sheets, cash flow statements, and much more.

Start 0:00
Introduction 0:09
Date and Time Functions 1:51
Data Validation 5:26
VLOOKUP 9:43
INDEX and MATCH 14:33
XLOOKUP 20:55
Goal Seek and Scenario Manager 24:50
PV and FV 30:24
NPV 35:18
XNOV 36:52
IRR 39:03
Loan Schedule with PMT 41:52
PPMT 44:18
IPMT 47:13
CUMIPMT 50:24
Loan Schedule Templates 54:08
Conclusion 57:48

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