BASICS

The following are the most fundamental terms every FP&A professional that uses Excel should know. From Excel ribbons to the most basic keyboard shortcuts, all of the mentioned skills should be known by heart if you want to succeed in maximizing your use of excel skills for accounting and finance.

For each of these terms and concepts, there is a more elaborate explanation on different pages of the basics tab.

Ribbon: Excel selects the ribbon's Home tab when you open it. Learn how to collapse and customize the ribbon.

Workbook: A workbook is another word for your Excel file. When you start Excel, click Blank workbook to create an Excel workbook from scratch.

Worksheets: A worksheet is a collection of cells where you keep and manipulate the data. Each Excel workbook can contain multiple worksheets.

Format Cells: When we format cells in Excel, we change the appearance of a number without changing the number itself.

Find & Select: Learn how to use Excel's Find, Replace and Go To Special feature.

Templates: Instead of creating an Excel workbook from scratch, you can create a workbook based on a template. There are many free templates available, waiting to be used.

Data Validation: Use data validation in Excel to make sure that users enter certain values into a cell.

Keyboard Shortcuts: Keyboard shortcuts allow you to do things with your keyboard instead of your mouse to increase your speed.

Print: This chapter teaches you how to print a worksheet and how to change some important print settings in Excel.