Master Excel/Sheets for Financial Analysis
6 weeks · 0 milestones
Demonstrate advanced Excel or Google Sheets skills by building a complex financial model, dashboard, or data tool.
Milestone map
Milestone map
3 milestones
Assess your current Excel or Google Sheets proficiency against a target skill list and identify the highest-leverage gaps. Then build competency in the five functions that underpin financial analysis: INDEX MATCH (replacing VLOOKUP), dynamic array formulas (FILTER, UNIQUE, SEQUENCE), NPV/IRR/XIRR for investment returns, pivot tables with calculated fields, and named ranges with structured references. Practice each on a real small dataset before moving to integration.
Proof required
A practice workbook demonstrating each of the five functions with real data and a brief annotation explaining what each formula does and why — not just screenshots of formula outputs.
What gets checked
- All five function areas demonstrated with working formulas in a real workbook
- Each formula annotated explaining why it is used rather than a simpler alternative
- Formulas applied to real data, not illustrative toy examples