Category Archives: Manual document

Video Lesson: Advanced Pivot Tables – Round 2

Advanced Pivot Tables Round 2 This lesson picks up right where the last Pivot Table lesson left off. In this tutorial, you will learn: How to use multiple levels of data within row or column labels. Expand / collapse all functionality through right-click (Expand / collapse entire field) Advanced filtering options including: right-click, row label, column label, […]

Video Lesson: Advanced Pivot Tables – Round 1

Pivot Tables are extremely useful in Excel.  This Advanced Excel video lesson is a follow-up to the Introduction to Pivot Tables and covers the first round of advanced topics. The lesson goes over some additional Pivot Table options and features including: – Drill-down functionality which creates a summary sheet of any Pivot Table amount selected. – Pivot […]

Video Lesson: Introduction to Pivot Tables

Pivot Tables are an extremely useful way of analyzing large sets of data quickly and easily in Excel. This video lesson provides a beginner’s introduction to Pivot Tables. Download the most recent Master Excel Workbook to follow along. Now that you know the basics, it’s time to get your hands dirty with Advanced Pivot Tables – Round 1

Video Lesson: Advanced Filtering in Excel

Using auto-filters in Excel provides a useful way to drill down and extract data from spreadsheets. This video lesson explains multiple ways you can use filters in Excel. Make sure to download the most recent Master Workbook so that you can follow along. Next in the Lesson Guide is Creating and Designing Charts (including Sparklines)

Excel Video Lesson: Naming Ranges and Cells

Named Ranges in Excel This video tutorial explains how you can name ranges or cells for use within functions & formulas.  It is a great follow-up to the last video lesson on Absolute & Relative cell referencing. I’ve found it incredibly useful throughout Excel.  It helps to alleviate the concern that you’re pulling information from the […]

Video Lesson: Conditional Formatting in Excel

Conditional Formatting can be very useful when presenting data in a spreadsheet, or for allowing information to jump out to you easily. In the following video lesson I go over the following uses of it: – Formatting based on numerical values (greater than, less than, between, etc). – Formatting based on text contained in cells. […]

Video Lesson: Basic Excel Formatting Techniques

Today’s video lesson goes through some of the basic formatting techniques in Excel 2010: – How to Use the Auto-Fill Drag Handle / Fill Series Options – How to Use the Format Painter – Freeze / Unfreeze Panes – Sheet Formatting (Coloring Tabs / Renaming) – Print Area Setup / Print Options Download the latest Master […]

Intro to Financial Modeling Part 3 – The Calculations

Now we have our template set up we need to start on our forecast financials. Remember that when writing a formula you should first link the cell first to the assumption that you have used and only then link to the driving financial number. This makes it easy to trace the assumption driving the forecast […]

Intro to Financial Modeling – Part 2

ABC 123 Financials Before we start to produce our financial model we need a fictional company to work with. For the purposes of these lessons, you can follow along using the Introduction to Financial Modeling Example Workbook to follow along.  There is no need to open/download immediately as we will be walking through some of the setup […]