Speed up your Excel usage by 10x (yes, really).
Learn tips and tricks from seasoned Wall Street professionals.
Learn tips and tricks from seasoned Wall Street professionals.
Inspired by real use-cases, we review extremely common spreadsheet scenarios.
Finish our training without touching the mouse a single time - it only slows you down.
Rely on time-tested fundamentals, not just the latest bells and whistles.
Students and professionals in spreadsheet-heavy roles:
Finance Data Analysis Business Intelligence Consulting Accounting Recordkeeping Sales Research Education… or anyone who spends too much time in Excel.
Focus on the building blocks of Excel functions: mathematical, financial, logical, date/time, and formatting.
Go from an unformatted template to a fully finished capstone model with proper anchoring and data tables.
Despite the increasing size of data in modern usage, Excel is still in many cases the right tool for analyzing data sets.
Crunch numbers in record time using pivot tables, SUMIF, SUM+IF, VLOOKUP, subtotals, and more!
A picture is worth a thousand words. Excel charts and graphs are infamous for being difficult to wrangle, which is why this course exists.
This isn’t a standard bar chart tutorial. We review waterfall charts, football fields, dynamic ranges, how to properly embed charts into PowerPoint (hint: don’t use a link), and a few handy macros.
Once you know Excel like the back of your hand, it’s time to save even more time with WST’s very own Excel add-in, which gives you even more keyboard shortcuts, convenient features, and auditing tools.
A valid license is required. See our WST Macros page for details.
Our approach is to teach you how to fish, rather than give you a fish.
We don't give a one-way lecture where you memorize every cell and formula.
We nudge you toward uncovering answers on your own by leading with the right questions.
The end result? Longer-term knowledge retention that will last an entire career.
I believe three things set WST apart: the instructors who are at the top of their fields, the emphasis on advanced Excel techniques, and the quality of the templates …
Our Self-Study platform lets you learn at your own pace via instructor-led videos.
Jump start your Excel learning today!
All prices are in USD and denote six (6) months of access. Terms apply.
When Excel and Office 2007 first debuted, Excel power-users around the world collectively groaned with a massive headache. While there are certainly key enhancements to Excel 2007 that we like, navigating the new “ribbon” caused some grief as users were forced to re-learn how to use Excel. Thankfully, most of the shortcut accelerator keys are still in place. But change is never easy, so we created this short tutorial on getting you up to speed real quick - the one stop source on mastering Excel 2007. Embrace it, Excel 2007 is here to stay.
0.5 hour / 1 hour
This course focuses on how learning the fundamental building blocks of Excel so you can begin to take advantage and leverage all of Excel’s true capabilities. In order to efficiently build models and crunch large data dumps in Excel, one must master the basics before the advanced content. Learn relevant financial formulas, proper navigation, formatting of files and worksheets, creating calculations in cells, and linking between worksheets/tabs. Functions and tools covered in this course include: mathematical, financial, logic, date/time formulas; data manipulation; anchoring; data tables; and building a capstone model. Emphasis will be on using shortcut keys, simplifying steps, and manipulating data. You will leave with techniques you can use immediately, allowing you to work faster and with less effort.
3 hours / 5 hours
This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly. Apply commonly-used formulas in new and different ways; uncover often over-looked Excel formulas; streamline number crunching and analysis via functions and tools including pivot tables, sumif, sum+if, transpose, working with arrays, vlook-up, subtotals, and regression analysis; enhance your spreadsheets with drop-down boxes, data validation techniques, automation of alternate row shading; take Excel to the next level with an introduction to building and automating simple macros and more!
3.5 hours / 5 hours
“A Picture is Worth a Thousand Words” - but what happens when you have the perfect image in your head but you can’t get Excel to graph it the way you want? Ever get annoyed at constantly having to go back into “Source Data” whenever you add an item to your data series? Or how about getting the perfect sized bar or line without resorting to using a ruler to literally draw it on! This course builds upon our Advanced Excel for Data Analysis course and focuses advanced charting & graphing techniques and how to properly integrate with PowerPoint. A critical, must-take course especially for professionals that have to create graphs in their presentations, reports and slides. As usual, we emphasize and teach all the best practices and focuses on our core Excel learning goal: automation, automation, automation! Leave nothing to chance, there is always a way to simplify and automate your charting & graphing approach. This jam-packed session includes: waterfall charts, football fields, dymamic ranges, and much much more! Learn the best practices of integrating into PowerPoint, when to embed, link (never) and copy as picture, as well as add to our Excel macros with a couple handy PowerPoint macros.
3.5 hours / 5 hours