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Excel Prep for Financial Modeling

Fundamental Excel Skills for Financial Modeling

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Welcome to Download & Go!

Excel Prep for Financial Modeling
System requirements
This learning product is built on Excel files. To use it, you must have Microsoft Excel 97 or higher installed on your Microsoft Windows computer.

Save your learning files

Do not attempt to use Download & Go! directly from your browser. The product consists of 12 Excel learning files, which you must download and save before using them. 1. Right-click a file. 2. Save the file to a target folder on your computer. 3. Repeat these steps for all 12 Excel files.

Technical support
Call + 44 1295 267 634 (UK) or email directtesting@thematchettgroup.com

Online access
Access Download & Go! as directed by your learning manager. Enter your User ID and Password to log in; then follow the instructions on the screen.

How to use this product

The filenames are keyed to each lesson number, allowing you to work through 12 lessons at your own pace. Open each lesson file in Excel, and start with the first tab on the lower left of your screen, labeled Course Cover. From there, follow the instructions for each lesson, working through the tabs from left to right. After you finish a lesson, close that file and open the next lesson file. Until the expiration date, you can repeat any lesson by reopening the file. When you finish working through all the files, youll be ready to start financial modeling! If you have questions, please see the FAQ at the end of this document.

Caution! Your lessons expire 90 days from download

This product expires 90 days after you download it. As a reminder, your personal expiration date appears on the first tab of each lesson file. Contact your learning manager to request new Download & Go! lessons after your expiration date.

More financial learning resources Copyright

Download & Go! Excel Prep for Financial Modeling is published by Adkins Matchett & Toy Ltd. All rights reserved. The text of this product, or any part thereof, may not be reproduced in any manner whatsoever without written permission, except for the personal use of authorized users. This product is intended to provide accurate information regarding the subject matter covered. However, the author and publisher accept no responsibility for inaccuracies or omissions, and the author and publisher specifically disclaim any liability, loss or risk, whether personal, financial or otherwise, that is incurred as a consequence, directly or indirectly, from the use or application of any of the contents of this product. 2004 Kathleen Adkins
Microsoft Excel and Microsoft Windows are registered trademarks of Microsoft Corporation.

Learning and development managers are invited to contact us about classroom training, program design, materials and corporate learning services. US: 1-914-944-0999 info@amttraining.com UK: 44 1295 256 161 colin.dooling@thematchettgroup.com Visit us online for workbooks on financial accounting, math and modeling, along with other financial learning tools.

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Fundamental Excel Skills for Financial Modeling

Lesson Filename
1 01Shortcuts 2 02Copy 4 04Formulas 5 05AbsRef 7 07Functions 9 09CrossSheet Formulas 10Errors 11 11Integrity

Download & Go! Lesson Contents

Lesson Contents
Fundamental keyboard navigation shortcuts How to select with the keyboard SUM shortcut Copying formulas and SUM function Select cells using the keyboard Copy using keyboard commands Control cell contents and appearance with simple formatting commands Autofill (series fill) Edit a cells contents Basic formulas using cell references Addition, subtraction, multiplication, division SUM function Relative vs. absolute cell reference F4 shortcut Powerful ways to delete and paste Clear formats Delete and insert cells, columns, and rows UNDO AVERAGE MAX and MIN Common business formulas and how to apply them Growth formulas and ratios

Repeater key to repeat commands UNDO with keyboard commands Keyboard menu commands

Paste with Enter and CTRL v Cut (move)

03BasicFormat

Copy and paste while editing cells Insert/delete rows and columns Shortcuts for formatting commands Adjust column size Freeze panes and split screen Single-cell formulas Order of operations

Mixed addresses

06PowerMoves

Use the Edit Paste Special command to selectively copy formats, formulas, values Manipulate numbers with operation commands IF

08Business Formulas

Percentage formulas and ratios Margins, markups and discounts Word problems

Formulas that use cells from other sheets Special use of SUM across sheets Common Excel errors and how to fix them Column-width errors Formatting errors Integrity checking guidelines Identifying bad formulas Introduction to basic charts Create charts using the ChartWizard #VALUE! messages #NAME? messages #REF! messages

10

Tracing cross-sheet formulas

12

12Charts

Create simple line charts Editing a chart

Download & Go! FAQ

How do I access my Download & Go! learning files? Your learning manager will give you instructions. No. However, you do need a few basic Excel skills, including how to open and close Excel files, move from sheet to sheet and move the cursor to a particular cell. Do I need to know modeling in Excel before I use this product?

Where do I use the Download & Go! learning files? You use them in Excelnot from your browser. First, save all 12 Excel learning files to your computer or storage media (diskette, CD, etc.). The files are labeled according to lesson number and topic. Then open the files in Excel.

Do I need to do all the lessons in order? Yes. You should work through all the lessons in order, from 1 through 12, because each lesson builds on skills from earlier lessons. If you already know the material in a lesson, you will move through it quickly.

I get a Security Warning when I open a file. Click the Enable Macros button. To avoid receiving the Security Warning when you open each lesson file, check the box Always trust macros from this source. How do I use the files? The filenames are keyed to each lesson number. Simply open each file in Excel, and start with the first tab on the lower left of your screen, labeled Course Cover. From there, follow the instructions for the lesson, working through the tabs from left to right. After you finish a lesson, close that file and open the next lesson file. When you finish working through all the files, you will be ready to start financial modeling.

I get a message telling me the file will expire within 90 days of opening the file. What if I need it again later? You can repeat any lesson by reopening the file until the expiry date. Contact your learning manager to request new Download & Go! files after the expiry date.

Can I repeat a lesson? My files have not expired, but they still dont work. Try these actions: Be sure you are opening the files in Excel 97 or higher, not in your browser window. Check that you enabled Excel to accept macros on the file. What will I learn? Download & Go! Excel Prep for Financial Modeling targets the Excel skills that are critical to master before you build financial models. See the Lesson Contents for details on lesson topics. Download & Go! teaches you to use keyboard shortcuts instead of relying on the mouse. As a result, you will work faster and build Excel models that are free of errors. How long will it take to complete the lessons? It will take approximately 8 to 12 hours to work through all 12 lessons, depending on your experience using Excel. Yes. You can reuse any lesson file until the expiration date.

Is there a reference for future use? Yes. Each lesson includes a Reference Tab. Print the sheets for those tabs and refer to them later.

Where can I get further help? Call Technical Support: + 44 1295 267 634 (UK) or email directtesting@thematchettgroup.com.

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