Formulas & Conditionals in Excel

A point and click path to formulas and conditionals in Excel for Finance

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 write financial formulas like the pros. You’ll

  • Benefit from expert advice, in simple language, from an accomplished financial analyst
  • Write formulas that finance experts use on the job for calculations, counting, and location
  • Discover which Excel functions financial experts use daily (and which ones they don’t)

Course Curriculum

Welcome!
  • Mac Shortcuts
  • Goal Setting
Formulas & Conditionals
  • Formulas and Conditionals Workbook
  • Introduction to Formulas & Conditionals
  • Best Practices for Formulas and Conditionals 
  • Relative and Absolute Values Part 1
  • Relative and Absolute Values Part 2
  • Sum, Max, Min, Average
  • Median, Rank, Percentile, Bonus
  • Concatenation Part 1
  • Concatenation Part 2
  • IF
  • Asking IF Twice
  • Formula Error
  • AND
  • OR
  • SMALL
  • SUMIF
  • SUMPRODUCT
  • COUNT, COUNTA, COUNTIF
  • COUNTIFS
  • INDIRECT
  • INDEX
  • MATCH
  • INDEX and MATCH
  • Cell Color
  • Custom Formulas 
  • Hidden Values
  • Test
  • Formulas and Conditionals Exercises
  • Conclusion to Formulas & Conditionals
  • Formulas and Conditionals (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.