Module 1: Intro, Setup, and Navigation (Separate PC and Mac Versions)

In this module, you’ll learn how to set up and optimize your system and Excel settings, as well as how to navigate, use the ribbon menu, the format dialog box, and the key shortcuts for working with cells, rows, and columns.

You’ll also learn how to enter formulas, text, and numbers, use absolute and relative references, name and jump to cells, and manipulate worksheets.

Number of Lessons: 11

Module 2: Formatting and Printing (Separate PC and Mac Versions)

In this module, you’ll learn the key shortcuts for formatting, how to use built-in number formats, and how to use date, time, and text manipulation functions.

You’ll also learn how to clean up data, set up custom number formats, format financial models, and use conditional formatting that changes entire rows based on the contents of individual cells.

The final lessons teach you how to group and hide rows and columns, how to set up freeze panes and split panes, and how to format spreadsheets for printing.

Number of Lessons: 11

Module 3: Financial Formulas and Lookup Functions (Combined PC/Mac)

In this module, you’ll learn about the key functions and formulas required for financial modeling in Excel, including logical, arithmetic, and financial functions, as well as lookup functions, INDEX, MATCH, and INDIRECT.

You will practice these functions across several exercises, and you’ll learn how to use array functions, CHOOSE and OFFSET, sensitivity tables, and Goal Seek and Solver for more advanced features.

You’ll also learn how to handle circular references in models, how to audit formulas and find problems, and how to leave comments.

Number of Lessons: 18

Module 4: Data Manipulation and Analysis (Combined PC/Mac)

In this module, you’ll learn how to manipulate and analyze data in Excel, including data tables, sorting and filtering, Power Query for importing data from the internet, SUMIFS, SUMPRODUCT, and database functions.

You’ll also learn how to use pivot tables and Power Pivot to slice, dice, and aggregate data according to different criteria, and you’ll practice customizing the tables, creating visualizations, and using Calculated Columns and Measures to build KPIs.

The last few lessons here only work in the PC versions of Excel as of the time of this course because Microsoft had not yet implemented Power Pivot in Mac Excel; however, you can replicate many of these features by creating extra columns in normal data tables.

Number of Lessons: 9

Module 5: Charts and Graphs (Combined PC/Mac)

In this module, you’ll learn how to set up charts and graphs in Excel, ranging from the basic line and column charts up through dynamic charts with checkboxes and scroll bars.

You’ll learn how to create charts that are specific to investment banking and finance roles, such as valuation multiple graphs, football field valuation charts, price-volume graphs, and waterfall bridge charts for analysis of companies’ financial results.

You’ll conclude by learning how to create dynamic pie charts and combo charts using INDEX/MATCH and form controls in the Developer Toolbar.

Number of Lessons: 9

Module 6: VBA and Macros (Combined PC/Mac)

In this module, you’ll learn VBA and macros by writing your own package of useful Excel macros using concepts such as loops, range and cell manipulation, variables and constants, arrays and dictionaries, and string manipulation.

You’ll create macros for “Input Box” cell creation and the color-coding and printing of financial models, and then you’ll expand on those by writing macros to cycle number formatting, change the decimal places for numbers with different formats, flip the signs, and flash fill right and down.

You’ll also write macros to toggle the error-wrapping of formulas, toggle absolute vs. relative vs. mixed references, go to the min and max of a range, create Tables of Contents, and create Price-Volume Graphs.

Number of Lessons: 16

Let’s Quickly Recap Everything You Get in the BIWS Excel & VBA Course

Introductory Lessons on Excel Setup and Navigation: These lessons get you up to speed on Excel, the user interface, the Quick Access toolbar, and how to move around and edit cells, worksheets, and files efficiently.
Core Lessons on Formatting and Printing: You’ll learn how to format financial models and data analyses with the right borders, backgrounds, and font colors, and how to prepare your spreadsheets for printing.
Core Lessons on Functions and Formulas: These lessons cover formula entry, logical/arithmetic/financial functions, data lookup functions (HLOOKUP, VLOOKUP, XLOOKUP, and INDEX/MATCH), sensitivity tables, and more.
Core Lessons on Data Analysis: You’ll learn how to use data tables, Power Query, SUMIFS and SUMPRODUCT, database functions, pivot tables, the internal data model, Power Pivot, and more, so you can find trends in data and highlight the key points.
Core Lessons on Graphs and Charts: You’ll learn the techniques to create valuation multiple graphs, price/volume charts for company stocks, waterfall bridge charts, and “football field” valuation graphs – plus, dynamic charts with checkboxes and scroll bars.
Core Lessons on VBA, Macros, and User-Defined Functions: You’ll learn everything you need to automate many tasks taught in the earlier parts of the course, such as formatting financial models and preparing them for printing, cleaning up data, and creating graphs and Tables of Contents.
Time-Saving Excel Shortcuts: These will work in ANY modern version of Excel (both PC and Mac), and they will save you hours as you use the keyboard for as much as humanly possible.
Sample 3-Statement Projection Model and Valuation for Walmart You’ll get an entire 3-statement model and valuation, including segment-by-segment projections, so you can put your Excel skills into practice and use it as a template for future projects.
Custom BIWS Macros Package: You can import these macros into any Excel file and instantly format your models, change number formats and decimals across large ranges of different types of data, flip the signs of numbers, and modify formulas far more efficiently.
Separate Coverage of PC and Mac Excel Shortcuts: The first two modules of the course have separate PC and Mac lessons so that you learn the key shortcuts on your preferred system – without wasting time learning commands you’ll never use.
8 Detailed Written Guides: These summarize all the lessons in the course, the most important keyboard shortcuts, formatting best practices, the top formulas, and techniques for graphs and charts, data analysis, and VBA and macros.
70 Practice Quiz Questions: Test your knowledge via dozens of in-video and end-of-module quiz questions in the course, covering everything from Excel setup and shortcuts to advanced formulas and VBA. You also get the full answers and explanations.
Certification Quiz: Pass the challenging end-of-course Certification Quiz (60 questions total) with a score of 90%, and you’ll receive a Certificate of Achievement that you can add to your resume/CV and present in interviews.
Instant Access when you sign up because everything is delivered online – no shipping charges or trips to the post office.
Free Updates and Expert Support. And much, much more…