Excel Skills You NEED For FP&A and Data Analysis
Do you want to master the Excel skills that are essential for success in Data Analysis and FP&A (Financial Planning & Analysis)? In this crash course, I’ll guide you through the most impactful Excel formulas, functions, and shortcuts that every finance professional should know. 🚀
#excel #fp&a #course #free
Download practice file:
https://learnaccountingfinance.com/20...
Course Alert:
If you would like to learn in detail, how to calculate sales and profit variances and the impact they have on sales $, profit $ and profit margin %, and how to explain performance vs budget and prior periods, click on the link for a detailed video course (at a special price). You will also learn how to analyse and present the results of the variances to management and will be able to download solved variance calculation Excel templates. https://ebitda.thinkific.com/courses/...
Must watch Playlists:
How to analyze financials: • How to analyze Financial Statements
Pivot Tables: • Pivot Tables in Excel
FP&A playlist: • FP&A - Financial Planning & Analysis
Accounting crash course: • Learn Accounting from scratch (Crash Course)
MS Excel Tips & Hacks: • Microsoft Excel How to
Excel and Finance Shorts: • Excel, Accounting and Finance Shorts
XLookup for FP&A: • XLookup for Accountants and FP&A! Wow!
Email questions to: [email protected]
Interested in 1 on 1 coaching/training: https://calendly.com/learnaf/discover...
Whether you’re a beginner or looking to sharpen your Excel skills, this video covers everything from foundational formulas to advanced analysis techniques. You’ll learn:
Data Manipulation and Cleaning: Use functions like FILTER, SORT, and IFERROR to organize and clean your data efficiently.
Core Formulas for Financial Calculations: Master SUM, AVERAGE, IF, COUNT, and more for quick and accurate calculations.
Lookup Functions: Use VLOOKUP and XLOOKUP to retrieve data across multiple tables with ease.
Pivot Tables and Data Visualization: Quickly summarize data and make your reports visually impactful with pivot tables and conditional formatting.
Forecasting and Scenario Analysis: Learn to forecast trends and analyze scenarios using Excel’s forecasting functions and tools.
00:00 Intro
01:08 Bonus Excel tip 1
02:01 Basic Math in Excel
09:46 Dealing with data
13:48 Text and Date functions in Excel
21:39 Bonus excel tip 2
23:45 Using Lookup in Excel
31:24 Bonus Excel Tip 3
34:06 Working with sums and sumifs in Excel
37:32 Conditional Formatting in Excel
40:12 Pivot Tables in Excel
48:13 Bonus Excel Tip 4
48:58 IF and Nested IF functions
52:38 Finance functions in Excel (NPV, IRR and Extended NPV IRR)
56:29 Forecasting in Excel
1:00:30 Bonus Excel Tip 5
📂 Download the Practice File and follow along as we work through real-life examples tailored for FP&A and accounting tasks. By the end of this video, you’ll feel more confident, efficient, and ready to tackle any Excel challenge that comes your way.
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Note: At no extra cost to you, I may receive some commission if you purchase using the links above.
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