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Excel Tips PDF
Introduction and Context Efficiently using excel preparation for modeling Excel Summarization Using Pivot Tables
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Key Authorization
CFA Institute (2010-11) Authorized Training provider CFA Pristine is now the authorized training provider for CFA Exam trainings . Pristine is largest training provider for CFA in India with presence across seven major cities.
GARP (2007-11) Authorized Training provider -FRM Largest player in India in the area of risk management training. Trained 1000+ students in risk management
FPSB India (2010-11) Authorized Training provider -CFP An authorized Education Provider for Chartered Financial Planner Charter.
PRMIA (2009-11) Authorized Training provider PRM/ APRM Sole authorized training for PRM Training in India. Largest player in India in the area of risk management training. Trained 1000+ students in risk management
Pristine
(Confidential)
Key Authorization
CFA Institute (2010-11) Authorized Training provider CFA Pristine is now the authorized training provider for CFA Exam trainings . Pristine is largest training provider for CFA in India with presence across seven major cities.
GARP (2007-10) Authorized Training provider -FRM Largest player in India in the area of risk management training. Trained 1000+ students in risk management
FPSB India (2010-11) Authorized Training provider -CFP An authorized Education Provider for Chartered Financial Planner Charter.
PRMIA (2009-10) Authorized Training provider PRM/ APRM Sole authorized training for PRM Training in India. Largest player in India in the area of risk management training. Trained 1000+ students in risk management
Pristine
(Confidential)
Key Associations*
Ernst & Young (2010) Real Estate Modeling Senior Associates were trained on building valuation models for real estate
Bank Of America Continuum Solutions (2010) Finance for Finance Associates were trained on valuation and mergers and acquisitions
J. P. Morgan (2010) Financial Modeling in Excel The Real Assets Group were trained in Excel for infrastructure and realestate modeling
Mizuho (2010) Financial Modeling in Excel Bankers were using excel models that they could not understand. Conducted financial modeling in Excel trainings to bridge the gap
ING Vyasa (2010) Infrastructure & Project Finance Bankers were trained on making integrated models for project finance and infrastructure.
Franklin Templeton CFA (2010) Students were facing a gap in the overall understanding of finance topics like corporate finance, FSA and valuation. Provided training for over 100 hours to bridge the gap
Credit-Suisse India (2009) Risk Management and Quant. Analysis IT Professionals of CreditSuisse India were trained on risk management.
HSBC (2008) Risk Management and Quant. Analysis New joinees in HSBC had a gap in knowledge of Risk Management and quantitative skills. Conducted trainings (On campus) to bridge the gap *Indicative List
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Key Associations
NUS Business School (2011) Financial Modeling in Excel Second year MBA students were given a full 2-day workshop on creating financial models. They learnt how to create integrated models of valuation.
IIM Calcutta (2010-11) Financial Modeling in Excel Students about to go for internships and join jobs found a gap in their grasp of knowledge of excel for financial modeling. Conducted training for 75+ students with an average rating of 4.5+
FMS Delhi (2010-11) Financial Modeling in Excel Final Year MBA students of Faculty of Management Studies, Delhi University were trained in financial modeling so as to prepare them better for a job in finance.
NISM (2008-11) Derivatives in Hedging (2008) Financial Modeling (2011) Corporate in Ludhiana incurred huge losses because of derivative trades (for hedging). Conducted trainings for directors and CFOs for better understanding of derivative products
IIT Delhi (2009) Corporate finance Students get placed in finance companies (UBS, GS, MS, etc) with no understanding of the subject/ Job Profile. Conducted workshop to bridge the gap
BITS Pilani (2009) Workshops on Basics of Finance Most of the students desire a career in finance. Conducted training for 350+ students with an average rating of 4.5+
IEMR Delhi (2010-11) Financial Modeling in Excel Final Year MBA students of IEMR went through extensive financial modeling workshop to acquire skills of financial modeling.
SIMSREE (2010) Final Year MBA students of Sydenham MBA, Mumbai were trained in financial modeling so as to prepare them better for a job in finance.
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Excel as a data-store
Easy to store and retrieve information Flexibility to put many data-types in the same sheet
Modeling Context
Understand the industry models being used Create your own models Rather than just using them Improve & enhance productivity in work Extend these models for your use Debug Problems
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Agenda
Introduction and Context Efficiently using excel preparation for modeling Excel Summarization Using Pivot Tables
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Worksheet
Excel 2007 Interface Excel 2003 and 2007 are being widely used in the industry. Most of features of 2007 are backward compatible.
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Excel 2003 and 2007 are being widely used in the industry. Most of features of 2007 are backward compatible. Pristine (Confidential) 10
CTRL + S CTRL + C CTRL + V CTRL + X CTRL + Z CTRL + A CTRL + B ALT + TAB ALT + F4 CTRL + TAB
Basic Editing and Saving Excel Save Workbook Copy Paste Cut Undo Select All Bold Switch Program Close Program Switch workbooks
CTRL + 1 ALT + H + 0 ALT + H + 9 SHIFT + CTRL + ~ SHIFT + CTRL + ! SHIFT + CTRL + # SHIFT + CTRL + $ SHIFT + CTRL + % CTRL + ; = (equals sign) ALT + = CTRL + ' CTRL + ~ F9 SHIFT + CTRL + Enter ALT + M + P ALT + M + D ALT + M + A + A CTRL + [ CTRL + ] F5 + Enter SHIFT + CTRL + { SHIFT + CTRL + } ALT + ENTER SHIFT + Arrow SHIFT + CTRL + Arrow F4 ESC
Formatting Format Box Increase decimal Decrease decimal General format Number format Date format Currency format Percentage format Enter the date Formulas Start a formula Insert AutoSum formula Copy formula from above cell Show formulas/values Recalculate all workbooks Enter array formula Auditing Formulas Trace immediate precedents Trace immediate dependents Remove tracing arrows Go to precedent cells Go to dependent cells Go back to original cell Trace all precedents (indirect) Trace all dependents (indirect) Inside the cell Editing Start new line in same cell Highlight within cells Highlight contiguous items Toggle $ Cancel a cell entry
Some Special Shortcuts CTRL + ALT + V Paste Special CTRL + 9 Hide Row SHIFT + CTRL + 9 Unhide Row CTRL + 0 Hide Column SHIFT + CTRL + 0 Unhide Column ALT + H + O + I Fit column width SHIFT + F11 New worksheet SHIFT + Spacebar Highlight row CTRL + Spacebar Highlight column SHIFT + ALT + Group rows/columns SHIFT + ALT Ungroup rows/columns CTRL + Minus sign Delete selected cells F2 Edit cells Navigating/Editing
Arrow keys CTRL + Pg Up/Down CTRL + Arrow keys SHIFT + Arrow keys SHIFT + CTRL + Arrow Home CTRL + Home SHIFT + ENTER TAB SHIFT + TAB ALT +
Move to new cells Switch worksheets Go to end of continuous range Select a cell Select range Select continuous range Move to beginning of line Move to cell A1 Move to cell above Move to cell to the right Move to cell to the left Display a drop-down list
Change all Inputs to Blue: Press F5 then Select "Special" then "Constants", "OK then Manually change selection to blue font color Change all Formulas to Black: Select "Formulas" instead of "Constants then change selection to black color
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Cell Referencing - $
Use $ for Absolute Reference
A1 vs $A1 vs A$1 vs $A$1
Refer Worksheet A
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Email ids of 100 people are given to you. They all need to be migrated to a new domain of edupristine.com. Write a function to migrate all email ids to new domain
Use worksheet C Hint
Use FIND to find the common character Use LEFT function Use CONCATENATE function
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Arrays in Excel
Array (Can be loosely thought of as a list) is a group of cells or values that Excel treats as a unit
No longer treats the cells individually, but list of cells as an individual entity Since individual cells are not independent entities, so they cannot be changed individually Enables apply a formula to every cell in the range using just a single operation
Use Worksheet D
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Question (Use WorkSheet E) The ID of defaulters and their amount and phone number has been provided by the Credit Bureau in Columns A to D. Column F contains the IDs of your clients. Use Vlookup function to find out the default amount of your clients.
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Question: Use Worksheet F Various expenses of Pristine are given in a table. Write a function to calculate the total expenses for any desired month (user should be able to change this value, and automatically the expenses should be updated)
Both Vlookup and Hlookup have a limitation of using the first Column/ Row as reference
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MATCH() function
looks through a row or column of cells for a value If it finds a match, it returns the relative position of the match in the row or column Use the usual wildcard characters within the lookup_value argument (provided that match_type is 0 and lookup_value is text) Use the question mark (?) for single characters and the asterisk (*) for multiple characters See Worksheet G
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Use Worksheet H Various expenses of Pristine are given in a table. Write a function to calculate the desired expense head for any desired month (user should be able to change both the values, and automatically the expenses should be updated)
Easily Extendible approach to get any generalized kind of search (where both row and column can be variable)
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Agenda
Introduction and Context Efficiently using excel preparation for modeling Excel Summarization Using Pivot Tables
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Pivot Tables
Summarize data in one field
called a data field
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Row field: A field with a limited set of distinct text, numeric, or date values to use as row labels in the PivotTable Column field: A field with a limited set of distinct text, numeric, or date values to use as column labels for the PivotTable Report filter: A field with a limited set of distinct text, numeric, or date values that you use to filter the PivotTable view PivotTable items: The items from the source list used as row, column, and page labels
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Use Example I
Calculate Region Wise, Year wise sales Give Product wise Data for 2008 Only
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Use Example I
Calculate Region Wise, Year wise sales Give Product wise Data for 2008 Only
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Use Example I
Calculate Region Wise, Year wise sales Give Product wise Data for 2008 Only Get Data only for Delhi
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Use Example I
Excel displays the Insert Calculated Field dialog box Use the Name text box to enter a name for the calculated item Use the Formula text box to enter the formula you want to use for the calculated item Calculate Region Wise, Year wise sales Give Product wise Data for 2008 Only Get Data only for Delhi Instead of Total, give the average sales Calculate the forecast for sales in 2009
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Errors in Functions
Error # DIV/ 0! # NAME? # N/A # REF! # VALUE! # NUM! Meaning Divide by Zero Error Generally seen when trying to divide by empty cell Function name not found error Generally seen in misspelling of function Data Not available Quite often seen Vlookup cannot find data Invalid Cell reference Typically when a cell is referenced, which has been deleted Argument/ Operand of the wrong type Problem in value Typically when a +ve number is expected, and ve number is given as argument
Important to understand what kind of error can occur and handle it properly
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Excel 2007 also has an IFERROR() function to handle errors Use Worksheet E to handle the errors and display Not Defaulted
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