Learn Excel

All Excel resources you need to become a power user

Learn Excel Online

Leverage WSO's Excel resources to help you learn all of the tips and tricks that can help you become a power user in this program.  This includes mastering all of the quick keys and shortcuts, basic and advanced functions as well as understanding how this powerful spreadsheet tool is used in the context of a career in finance. 

Excel Training and Tutorials

WSO's articles, tutorials, and guides are the fastest way to improve your skills in Microsoft Excel.  The WSO community and expert finance professionals including actual investment associates, financial analysts, and investment bankers have helped us compile this comprehensive resource for your benefit.  You can't be a master user if you don't take very specific steps to get there.  If you work in a career in high finance, you will undoubtedly spend thousands of hours in Excel, so your time training in Excel before you start your job is time well spent!

Best Way to Learn Excel: 6 Key Steps

We've compiled 6 key steps that outline the best way to learn excel.  If you follow these steps, we are very confident as you move on to developing more complex financial modeling skills, you'll be building on a strong foundation.

  1. Master the Shortcuts.  This doesn't mean simply downloading our cheat sheet of Excel quick keys, this means actually spending a minimum of 5 hours using Excel without your mouse and drilling on the most common shortcuts with only your keyboard 
  2. Master Excel Navigation.  It's one thing to know how to paste-special, it's another thing entirely to be able to move between your tabs in your spreadsheet efficiently.
  3. Master Excel Formatting.  There are well-known financial modeling formatting conventions in Excel.  Make sure you learn and follow these rules so that you look 
  4. Master Math and Data Functions.  These are some of the most critical tools you will use in your corporate finance career, so it makes sense to drill them and memorize them by heart. 
  5. Download templates.  This will help you learn at your own pace and give you a feel for various types of Excel spreadsheet types
  6. Take an Excel Course.  After you feel like you have your feet wet, consider taking an Excel course that can re-solidify these basic concepts and then help you take on more advanced concepts like data tables, scenario analysis, pivot tables, data sorting and more

Below is a video from our Excel Modeling Course:

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