Modeling with Excel

Don’t be intimidated by Excel. Boost your productivity with the core functionality you’ll use more than 90% of the time.

Freecontent below!

Learn More

Choose Your Course

Course 01

Get off the Mouse!

Seriously, Get off the Mouse! This course will show you how to save hours of unnecessary work – time you can reinvest in yourself. Stop underutilizing Excel. Come learn the shortcuts to move among sheets, cells, dialog boxes, and task panes. We extend these basics to formulas, paste special, and shapes.

  • 2.0 hours of high-quality video

  • Before/After files

  • PDF slides and reference sheets

  • Hands-on exercises

Get off the Mouse! Course Preview

Course Outline

Introduction

  • How to interact with the course
  • General setup
Watch Preview
Navigation and Selection

Navigation and Selection

Exercise 1

Watch Preview
Keyboard Shortcuts

Keyboard Shortcuts

  • 40 highly useful shortcuts
Watch Preview
Formula Basics

Formula Basics

Watch Preview
Paste Special

Paste Special

Exercise 2

Watch Preview
Working with Objects

Working with Objects

  • Select, move and align, and resize
  • Snap to grid and snap to shape

Wrap Up

Matthew Herbert

Lead Instructor

Matthew’s 15 years of experience spans Investment Banking, Corporate Finance, and Programming across Banking, Retail, Consumer Products, and eCommerce.

Join others in skyrocketing your skills.

What others are saying about this course!

“It’s the small tips that make the most impact because they add up over time. Retraining my hand eye coordination was hard at first, but so worth it. Thanks!” -Brandon

This Course

Get Off the Mouse!

$99

  • Access for 1 year
  • 2.0+ hours of video
  • 2 exercises with accompanying step-by-step videos
  • Excel: Files
  • PDF: Shortcut key reference sheet
  • PDF: Reference slides
Recommended

The Bundle

Get Off the Mouse!
+
Functions

$168 $198 Save $30

  • Access for 2 years
  • 5.0+ hours of video
  • 4 exercises with accompanying step-by-step videos
  • Excel: Files
  • PDF: Shortcut key reference sheet
  • PDF: Reference slides
Course 02

Functions

~30 “Tier 1” functions will service more than 95% of your needs. Learning these removes complexity and equips you to apply any of Excel’s functions with ease. This course also covers a handful of “Tier 2” functions that address common issues that plague many users. Learning the right functions improves your ability to solve your problem efficiently and correctly. The shortcuts from Course 1, Get off the Mouse, are used throughout this course.

  • 2.5 hours of high-quality video

  • Before/After files

  • PDF slides and reference sheets

  • Hands-on exercises

Functions Course Preview

Course Outline

Introduction

  • How to interact with the course
  • General setup
Watch Preview
Data Types and Formulas

Data Types and Formulas

Watch Preview
Lookup and Positioning Functions

Lookup and Positioning Functions

  • Lookups, matches, and index positioning
  • Offsets and row/column positioning
Watch Preview
String Extraction and Manipulation Functions

String Extraction and Manipulation Functions

Exercise 1

Watch Preview
Logic Functions

Logic Functions

  • If/then, nested if statements, and other if-functions
  • Error handling
Watch Preview
Summation Functions

Summation Functions

Watch Preview
Date and Time Functions

Date and Time Functions

  • Manage date, date text, and time correctly
  • Use dates to help summarize data
Watch Preview
Statistics and Math Functions

Statistics and Math Functions

  • Counting and rounding
  • Other statistics including cell/system information

Exercise 2

Watch Preview
Spill Functionality

Spill Functionality

  • Showcase Spill with TRANSPOSE
Watch Preview
Tier 2 Functions

Tier 2 Functions

  • Extended string functions
  • Comparisons and underutilized functions

Bonus

  • Application of INDIRECT
  • Showcase some of Microsoft 365's functionality

Wrap Up

Matthew Herbert

Lead Instructor

Matthew’s 15 years of experience spans Investment Banking, Corporate Finance, and Programming across Banking, Retail, Consumer Products, and eCommerce.

Join others in skyrocketing your skills.

What others are saying about this course!

“I learned some really useful functions in this lesson that simplify many of those other functions I was using. I see now that blindly searching the Internet for functions often resulted in complex formulas which I don't fully understand.” -Kate

This Course

Functions

$99

  • Access for 1 year
  • 2.5+ hours of video
  • 2 exercises with accompanying step-by-step videos
  • Excel: Files
  • PDF: Reference slides
Recommended

The Bundle

Get Off the Mouse!
+
Functions

$168 $198 Save $30

  • Access for 2 years
  • 5.0+ hours of video
  • 4 exercises with accompanying step-by-step videos
  • Excel: Files
  • PDF: Shortcut key reference sheet
  • PDF: Reference slides
Course 03

Organize for Efficiency

Organize for Efficiency teaches frameworks for data and formula setup. This will eliminate downstream mistakes and make future updates plug and play. Spend the time doing it right once rather than having to redo it time and time again. You'll also learn effective auditing tools and how to format your files so that data, formulas, and references are easy to identify in a split second.

  • 6.0+ hours of high-quality video

  • Before/After files

  • PDF slides and reference sheets

  • Hands-on exercises

Course Outline

Introduction

  • How to interact with the course
  • General setup
Watch Preview
Data Types and Operators

Data Types and Operators

  • Understanding how data types behave can unlock Excel's functions
  • Use Excel's operators to your advantage

Exercise 1

Watch Preview
Dynamic Arrays and LAMBDA

Dynamic Arrays and LAMBDA

  • Learn how to use the spill behavior to return arrays and cascade formulas
  • Write your own custom functions directly in the spreadsheet with LAMBDA

Exercise 2

Watch Preview
Data and Tables

Data and Tables

  • How to structure data to unlock downstream capabilities
  • Data hierarchy, duplicates, and importing data

Exercise 3

Watch Preview
Dynamic Patterns

Dynamic Patterns

  • Learn how to go from static, hard-to-update methods to dynamic patterns
  • Understand how to use binary patterns to simplify formulas

Exercise 4

Watch Preview
Formula Auditing

Formula Auditing

  • Apply auditing tools to how you construct data and formulas
  • Audit with speed

Exercise 5

Watch Preview
Formatting

Formatting

  • Why good, proper formatting and organization matters
  • Learn how to apply a highly effective style guide to your files

Exercise 6

Watch Preview
Excel Options

Excel Options

  • Boost productivity and customize Excel to work for you
  • Easily change keyboard behaviors and Excel features

Wrap Up

Matthew Herbert

Lead Instructor

Matthew’s 15 years of experience spans Investment Banking, Corporate Finance, and Programming across Banking, Retail, Consumer Products, and eCommerce.

Join others in skyrocketing your skills.

What others are saying about this course!

"Once I saw dynamic patterns, it was like a light bulb going off. Why didn't I do this sooner with my models? And the spacer concept? Spot on. I'll always implement these."-Mark

This Course

Organize for Efficiency

$269

  • Access for 1 year
  • 6.0+ hours of video
  • 6 exercises
  • Excel: Files
  • PDF: Reference slides
Recommended

The Bundle

Get Off the Mouse! + Functions
+
Organize for Efficiency

$299 $476 Save $168

  • Access for 2 years
  • 11.0+ hours of video
  • 10 exercises with accompanying step-by-step videos
  • Excel: Files
  • PDF: Shortcut key reference sheet
  • PDF: Reference slides
Course 04

Formatting (FREE COURSE!)

Do you struggle to organize and format your Excel files? This free course is the Formatting chapter within Course 3. Come learn how to better organize and format your data with techniques that will improve both your modeling and branding frameworks.

  • 1.0 hour of high-quality video

  • Before/After files

  • PDF slides and reference sheets

  • Hands-on exercises

Course Outline

Introduction

  • How to interact with the course
  • General setup
Watch Preview
Format codes and colors

Format codes and colors

  • Format cells with custom format codes and colors

Presentation ready tables

  • Turn a static table into an output ready for a Board of Directors meeting

Format tools

  • Use simple features (e.g. borders, center across selection, and grouping) to add extra pop to your aesthetic

Worksheet settings

  • Organize your worksheet with section headers and make it easier to find information with elevator columns and more

Customize formats for built-in features

  • Learn how to modify the appearance of dynamic tables, pivot tables, and slicers

Apply custom color palettes

  • Create a custom color palette to apply your most commonly used colors or to deploy your organization's colors

Wrap Up

Matthew Herbert

Lead Instructor

Matthew’s 15 years of experience spans Investment Banking, Corporate Finance, and Programming across Banking, Retail, Consumer Products, and eCommerce.

Join others in skyrocketing your skills.

What others are saying about this course!

“I wish I had this course when I came out of college. I always knew my struggle to organize and format my data on Excel’s white canvas was a drag on productivity, but I didn’t know what else to do. This course offered lots of inspiration and direction.”-Sam

This Course

Formatting

$49 FREE!

  • Access for 1 year
  • 1.0 hour of video
Recommended

The Bundle

Formatting
+
Files & Slides

$10 $59 Save $49

  • Access for 1 year
  • 1.0 hour of video
  • 1 exercise
  • Excel: Files
  • PDF: Reference slides

What Others Are Saying About This Training

Modeling With Excel.

“I’ve seen Matt live. Watching him work in Excel is mesmerizing. He literally was making changes on the fly, real time while I was speaking the changes to him. I’ve never seen that before. After seeing that, I had to learn how to do it myself.” -Sofia

“I was skeptical about the simpleness of the topic, but Matt opened my eyes to see a side of Excel I didn’t know exists.” -Jason

“I wish I would have learned these tools sooner. I don’t want to think of all the time I wasted in Excel. Regardless, onward and upward.” -Molly

Matthew Herbert

Lead Instructor

Matthew’s 15 years of experience spans Investment Banking, Corporate Finance, and Programming across Banking, Retail, Consumer Products, and eCommerce.

Keep Learning! There is More...

Team Training

Looking to train your team?

BizTrix offers the ability to mix and match course content to address team needs, including on-site trainings.

Learn More

FAQs

Why should I take this course?

We believe in building from the ground up, regardless of level. We’ve worked with Excel users across all levels and even those who classify themselves as “expert” have benefited from our courses. Elite proficiency saves hours of time and builds a strong foundation for subsequent concepts, especially if you want to learn Excel VBA. We teach the functionality that unlocks these success-yielding efficiencies, which are applicable in any Excel-based role.

Who should take this course?

These courses aren’t just for Investment Bankers or Corporate Finance professionals. We have trained professionals in Finance, Sales, Marketing, Operations, and Analytics. If you use Excel in any capacity, these courses are for you.

What if I don’t like the course?

If you are unsatisfied with the course, let us know. We’ll refund your purchase provided you contact us within 30 days of purchase and refrain from watching more than 25% of course content.

Should I take the course if I am using Excel for Mac?

Microsoft built its software for PC platforms, so full functionality is designed for PCs. Thus, courses are designed and taught with a PC. Shortcut keys may be different across PC and Mac, but functionality is nearly identical, and the techniques are agnostic. For example, Ctrl+S (PC) = Command+S (Mac).

How do I know my payment is secure?

We accept payment via Stripe. All payments are processed securely using 128-bit SSL encryption. Furthermore, we encrypt all the data passing between our site and your device using HTTPS.

Stay up to date

Don't miss out on any updates and new courses that are coming soon!

We respect your privacy.