Excel Skills You NEED For FP&A and Data Analysis
Download practice file: https://learnaccountingfinance.com/20... Course Alert: If you would like to learn in detail, how to calculate sales and profit variances and the impact they have on sales $, profit $ and profit margin %, and how to explain performance vs budget and prior periods, click on the link for a detailed video course (at a special price). You will also learn how to analyse and present the results of the variances to management and will be able to download solved variance calculation Excel templates. https://payhip.com/b/uTXNO Download Solved Excel file (only) with variance calculations and waterfall charts at: https://payhip.com/b/o5SAK Do you want to master the Excel skills that are essential for success in Data Analysis and FP&A (Financial Planning & Analysis)? In this crash course, I’ll guide you through the most impactful Excel formulas, functions, and shortcuts that every finance professional should know. 🚀 #excel #fp&a #course #free Must watch Playlists: How to analyze financials: • How to analyze Financial Statements Pivot Tables: • Pivot Tables in Excel FP&A playlist: • FP&A - Financial Planning & Analysis Accounting crash course: • Learn Accounting from scratch (Crash Course) MS Excel Tips & Hacks: • Microsoft Excel How to Excel and Finance Shorts: • Excel, Accounting and Finance Shorts XLookup for FP&A: • XLookup for Accountants and FP&A! Wow! Email questions to: [email protected] Interested in 1 on 1 coaching/training: https://calendly.com/learnaf/discover... Whether you’re a beginner or looking to sharpen your Excel skills, this video covers everything from foundational formulas to advanced analysis techniques. You’ll learn: Data Manipulation and Cleaning: Use functions like FILTER, SORT, and IFERROR to organize and clean your data efficiently. Core Formulas for Financial Calculations: Master SUM, AVERAGE, IF, COUNT, and more for quick and accurate calculations. Lookup Functions: Use VLOOKUP and XLOOKUP to retrieve data across multiple tables with ease. Pivot Tables and Data Visualization: Quickly summarize data and make your reports visually impactful with pivot tables and conditional formatting. Forecasting and Scenario Analysis: Learn to forecast trends and analyze scenarios using Excel’s forecasting functions and tools. 00:00 Intro 01:08 Bonus Excel tip 1 02:01 Basic Math in Excel 09:46 Dealing with data 13:48 Text and Date functions in Excel 21:39 Bonus excel tip 2 23:45 Using Lookup in Excel 31:24 Bonus Excel Tip 3 34:06 Working with sums and sumifs in Excel 37:32 Conditional Formatting in Excel 40:12 Pivot Tables in Excel 48:13 Bonus Excel Tip 4 48:58 IF and Nested IF functions 52:38 Finance functions in Excel (NPV, IRR and Extended NPV IRR) 56:29 Forecasting in Excel 1:00:30 Bonus Excel Tip 5 📂 Download the Practice File and follow along as we work through real-life examples tailored for FP&A and accounting tasks. By the end of this video, you’ll feel more confident, efficient, and ready to tackle any Excel challenge that comes your way. Connect: / learnaccountingfinance https://www.learnaccountingfinance.com https://www.tiktok.com/@learnaccounti... Subscribe: http://www.youtube.com/c/LearnAccount... Videos you may like: Learn sales and profitability analysis in detail here: • The Complete Sales and Profit Variance Ana... Gross profit and gross profit margin explained: • Gross Profit Margin explained (Why its imp... How calculate selling price and profits on Etsy: • Etsy fees explained, how to calculate sell... Standard Margin and Actual Margin - the Difference: • Standard Margin vs Actual / Manufacturing ... How calculate selling price and profits on Etsy: • Etsy fees explained, how to calculate sell... Some Recommendations: Are you a First Time or New Manager? Check this out: https://amzn.to/35qWzLc Learn pivot table data crunching business skills here: https://amzn.to/3lgYB5E Learn all about Excel in one place: https://amzn.to/3laCXQx Learn what financial numbers really mean here: https://amzn.to/2HPYDUI Accounting explained in 100 pages or Less: https://amzn.to/3rCProc Note: At no extra cost to you, I may receive some commission if you purchase using the links above. Hope you find the information in the video helpful. If you like to watch more videos in accounting, financial analysis and controller ship, videos that help you directly in doing your job, subscribe to my channel. If you liked the video, I would love if you could LIKE it and leave a comment. If you have any questions or feedback, again leave a comment. Lets stay connected at #learnaccountingfinance.
