Navigation & Data in Excel

Simplifying Excel for navigation and data: 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 navigate large data sets with speed and ease. You’ll

  • Benefit from expert advice, in simple language, from an accomplished financial analyst
  • Save hours every week by mastering keyboard shortcuts for formatting and navigation
  • Discover which Excel functions financial experts use daily (and which ones they don’t)

Course Curriculum

  • Mac Shortcuts
  • Introduction
  • Welcome
Navigation & Data
  • Navigation and Data Workbook Part 1
  • Navigation and Data Workbook Part 2
  • Introduction to Navigation & Data
  • A Glimpse into Your Life as an Excel Pro
  • Navigation, Arrow Keys, SHIFT & CTRL
  • Inserting & Editing Cells, Rows and Columns
  • Deleting Cells & Commenting
  • Freezing Rows & Splitting the Screen
  • Special Paste: Your New Best Friend
  • Sorting 
  • Filtering
  • Conclusion to Navigation & Data

About the Instructor

Daniel Jassy

Daniel Jassy


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.