Joshua Kahr – Advanced Excel for Financial Modeling

Use advanced Excel tools and functions to create flexible, robust, and stable models. Consolidate data across worksheets, pull data from tables, and improve calculation speed. Stop breaking your model.

This course is perfect for the person who already builds financial models but wants them to be more flexible, faster, less prone to breaking, and generally just more awesome. 🙂

After 20+ years of building financial models and teaching modeling classes for leading institutions and graduate programs, I have collected my most commonly used advanced tools and functions into a single course.

• Learn how to pull and manipulate data from anywhere in the model based on a series of a parameters. Comprehensive coverage of LOOKUPs, INDEX(MATCH()), INDIRECT, and the often misunderstood XLOOKUP.
• Learn what a dynamic array function is and how it’ll change how you build models. You’ll make your models faster, most flexible, and harder to break.
• Learn the three most effective techniques to consolidating worksheets to a portfolio level.
• Working Excel examples are provided for every concept that is covered in the videos. The files are all unlocked and are yours to keep, modify, or otherwise use in your own projects.

What You’ll Learn In Advanced Excel for Financial Modeling

• Welcome to the course!
• LOOKUPs: VLOOKUP() and HLOOKUP()
• XLOOKUP()
• INDEX(MATCH())
• XLOOKUP(), Part 2
• INDIRECT()
• Tables and Dynamic Arrays
• SUMIF, SUMIFS
• OFFSETs
• Three Methods to Rolling Up Worksheets
• Next Steps…