· Interactive course
Excel foundations and formula fluency
Build and check financial worksheets through nine lessons and 27 formula exercises. Start with six free exercises. Native Excel tables, pivots and charts use separate self-reviewed desktop labs.
- 27 exercises
- 56 graded cells
- 204 minutes of practice
- 2 free lessons
What you’ll learn to do
- Worksheet and formula foundations
- Summaries, lookups and source types
- Native Excel and the sales case
Course syllabus
Worksheet and formula foundations
Find your way around a worksheetFree
Enter linked calculations and distinguish stored values from number formats.
Copy formulas without moving the wrong inputFree
Use relative, absolute and mixed references and test copied formulas.
Calculate, make a decision and expose errorsFull access
Apply arithmetic, SUM, logic, rounding and deliberate error handling.
Summaries, lookups and source types
Summarize the rows that answer your questionFull access
Build and reconcile summaries using SUMIFS and COUNTIFS.
Look up a value without trusting an ambiguous keyFull access
Use exact lookups and diagnose missing, duplicate and invalid mappings.
Turn text and dates into dependable inputsFull access
Normalize known text formats and assign valid dates to explicit periods.
Native Excel and the sales case
Build an expandable, readable reportFull access
Use tables and supported dynamic arrays in a self-reviewed desktop lab.
Sort, pivot and chart in native ExcelFull access
Create and refresh a checked PivotTable and chart in a self-reviewed desktop lab.
Case: turn an unfamiliar sales file into a checked reportFull access
Clean, summarize and reconcile sales while preserving lookup exceptions.
Guides for this course
Review a concept before your next exercise.
Keep practicing
Check your skills with the free financial modeling test, or explore a related course.
Included in full access
This course and every other on FinX, plus every course added later.
$99.99 USD · paid once
One-time payment. No recurring subscription. 30-day money-back guarantee. Review the final total at checkout.
Secure checkout by Paddle. Tax is added where it applies; you see the total before you pay.
Read the refund policyBefore you start
Be comfortable working with formulas and reading financial statements. Review a foundation course if you need a refresher.
Use a laptop or desktop browser for the workbook. No Excel installation is needed.