Advanced Excel for Financial Planning and Analysis (FP&A)

Contents

• Introduction Introduction

  • Advanced Excel for Financial Planning & Analysis (FP&A)

    48s
• 1. Introduction to Advanced Excel for FP&A 1. Introduction to Advanced Excel for FP&A

  • (Locked)
    Excel functions for FP&A

    3m 13s
• 2. Advanced Excel Lookups for FP&A 2. Advanced Excel Lookups for FP&A

  • (Locked)
    INDEX and XMATCH for referencing information and extracting data

    6m 44s
  • INDEX and XMATCH for locating recent financial results

    9m 13s
  • (Locked)
    SWITCH for toggling between formulas and across data sets

    6m 19s
  • (Locked)
    Multidimensional INDEX function lookups across data sets

    4m 23s
  • (Locked)
    CHOOSE for toggling between formulas and across data sets

    6m 52s
• 3. Analyzing and Working with FP&A Models in Excel 3. Analyzing and Working with FP&A Models in Excel

  • (Locked)
    Helper rows and helper columns with accounting underlines

    7m 43s
  • OFFSET, TAKE, and DROP for rolling forecasts and trends

    11m 1s
  • (Locked)
    Dynamic ranges for financial analysis and presentations

    6m 59s
• 4. Dynamic Date Functions in Excel 4. Dynamic Date Functions in Excel

  • (Locked)
    SEQUENCE and dynamic DATE arrays

    7m 1s
• 5. Advanced Excel for FP&A with User-Defined Custom Functions 5. Advanced Excel for FP&A with User-Defined Custom Functions

  • (Locked)
    Introduction to LAMBDA and LET functions

    7m 46s
  • (Locked)
    LAMBDA functions applied to FP&A

    7m 32s
  • LET functions applied to FP&A

    8m 10s
  • (Locked)
    Combining user-defined functions for use in FP&A

    6m 1s
  • (Locked)
    BYCOL and BYROW for dynamic FP&A calculations

    6m 55s
• 6. Consolidating FP&A Data in Excel 6. Consolidating FP&A Data in Excel

  • (Locked)
    VSTACK and HSTACK for consolidated reporting

    7m 23s
  • (Locked)
    EXPAND for automated calculations on expanding data

    6m 54s
  • (Locked)
    CHOOSECOLS and CHOOSEROWS for reporting and analysis

    7m 41s
  • (Locked)
    TOCOL and TOROW for reporting and analysis

    4m 47s
  • (Locked)
    Summing across worksheets: FP&A modeling techniques

    5m 36s
• 7. Segmenting FP&A Data in Excel 7. Segmenting FP&A Data in Excel

  • (Locked)
    FILTER, ISNUMBER, and double unary for reporting analysis

    3m 42s
  • (Locked)
    SUMIFS and SUMPRODUCT for financial analysis

    5m 28s
  • (Locked)
    UNIQUE for monitoring data updates

    6m 28s
• 8. Enhancing the User Interface and Experience in Excel for FP&A 8. Enhancing the User Interface and Experience in Excel for FP&A

  • (Locked)
    Enhancing the user interface with check boxes

    4m 54s
  • (Locked)
    Enhancing the user experience with form controls

    6m 22s
  • (Locked)
    Camera view, dynamic visuals, and linked objects

    6m 45s
• Conclusion Conclusion

  • (Locked)
    Next steps for applying advanced Excel in FP&A

    1m 49s