Formatting & Style in Excel

Simplifying Excel for formatting and style: learn to use Excel like the pros in a few easy steps

Led by CFA charterholder Daniel Jassy View Instructor Bio

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Course Description

This online course is for beginners to get started using Excel to format and style data with professional best-practices. You’ll

  • Benefit from expert advice, in simple language, from an accomplished financial analyst
  • Learn formatting best practices to share quality, easy-to-follow work with colleagues
  • Discover which Excel functions financial experts use daily (and which ones they don’t)

Course Curriculum

Welcome!
  • Mac Shortcuts
  • Goal Setting
Formatting & Style
  • Formatting and Style Workbook
  • Introduction to Formatting and Style
  • Formatting Walkthrough
  • The Five Rules for Financial Modeling
  • Cell Dimensions
  • Styling Fundamentals 
  • Styling Practice
  • Special Paste Review
  • Applying Special Paste to the Model
  • Best Practices for Number Formatting
  • Forward Multiples
  • Negative Numbers & Percentages
  • Go To Special
  • Group Data
  • Conclusion to Formatting & Style
  • Formatting and Styling Workbook (Answers)

About the Instructor

Daniel Jassy

Daniel Jassy

CFA

Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.