Get Better at Excel (Formatting Tutorial w/ Download)

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  • Опубліковано 7 лип 2024
  • ✅ Download the workbook: mailchi.mp/peakframeworks/exc...
    💡 Get the #1 Private Equity recruiting course, which comes with 3-statement LBO model tests, mega fund case studies, and headhunter coverage: bit.ly/PF-PrivateEquity
    📚 Free recruiting resources: peakframeworks.com
    The very first thing you need to do when learning Excel is to set up your Quick Access Toolbar and customize your shortcuts. In this video, we're going to set up the most useful Excel shortcuts and walk through a formatting exercise. This is heavily inspired by the training we had in investment banking.
    ** Full Blog Post: www.peakframeworks.com/post/e...
    0:00 - Set Up Your Quick Access Toolbar
    3:27 - Formatting Exercise
    Peak Frameworks is a business career prep service started by Matt Ting and Patrick Fong, who have each spent several years working in investment banking and private equity in New York and Silicon Valley. Matt and Patrick met at Evercore, a top tier investment bank, and over the years have tutored and coached dozens of candidates to land their dream business job.
    Matt Ting: / matthewting
    Patrick Fong (HBS 2021): / patrick-fong-0b773041
    #Excel #InvestmentBanking #MicrosoftExcel

КОМЕНТАРІ • 47

  • @joshwang6160
    @joshwang6160 2 роки тому +15

    As someone in equity investing, this is the best material, period…

  • @alxanderharris5564
    @alxanderharris5564 2 роки тому +28

    More excel content! Maybe a video on doing sensitivity analysis??? That’d be very helpful.
    I also think you should make videos on running thru 4 valuation methodologies.

  • @mathewv5692
    @mathewv5692 2 роки тому +6

    Matt these excels videos are fantastic and, unlike others, are presented in a way that makes it extremely easy to learn. The effort to break down and explain the hot keys was greatly appreciated.

  • @tmac4752
    @tmac4752 2 роки тому +10

    Really love the excel content. Great stuff

  • @shaktisehra6672
    @shaktisehra6672 2 роки тому +2

    This was great. Every trick helps over the long run!

  • @masonk1063
    @masonk1063 2 роки тому +2

    That was really helpful! Would definitely appreciate more excel tutorials. I like how you specifically called out the keybindings / shortcuts you were using

  • @alexmeffe4171
    @alexmeffe4171 2 роки тому

    Genuinely appreciate the excel content. Thank you for these tutorials

  • @KY-mz8xl
    @KY-mz8xl 2 роки тому +2

    Best excel content ever! Videos on valuation modeling with excel would also be very helpful

  • @donnie7695
    @donnie7695 2 роки тому +1

    I love it. Your videos have been very helpful. They are helping become more confident in my journey to become a finance professional. Yes, I would love to see more excel tips. Thank You for all that you do.

  • @lyhjiba
    @lyhjiba 2 роки тому

    Thanks Matt, great video as always

  • @omartsouli9764
    @omartsouli9764 Рік тому

    Great video man!

  • @mmcatamm6668
    @mmcatamm6668 Рік тому

    the Excel content is awesome! thx for preparing it

  • @BS-ww6fj
    @BS-ww6fj 2 роки тому

    Awesome content!

  • @marvinschatzschneider3098
    @marvinschatzschneider3098 2 роки тому

    Great material man, just shared the link with all my friends.

  • @HowToAnalyst
    @HowToAnalyst 2 роки тому

    Good stuff - loved the QAT and format sheet.

  • @raymondchin4243
    @raymondchin4243 Рік тому

    Yes more excel and excel graph tutorial please!

  • @user-pe1oo1xe9u
    @user-pe1oo1xe9u Рік тому +1

    MORE EXCEL VIDEOS MATT

  • @samsolar6423
    @samsolar6423 2 роки тому

    very helpful, thank you!

  • @akashk3012
    @akashk3012 2 роки тому

    Loved it! Thanks. Would really be helpful to have a similar video for powerpoint.

  • @keithleyjarvis5663
    @keithleyjarvis5663 2 роки тому

    More excel content please

  • @crystalzhang9024
    @crystalzhang9024 2 роки тому

    Super helpful! Request for a deck formatting tutorial!

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому +1

      Great suggestion, I can do that later this summer!

  • @jameswang7675
    @jameswang7675 2 роки тому

    🔥🔥🔥

  • @JoaoPedro-iq2ng
    @JoaoPedro-iq2ng 2 роки тому

    Not related to the video but, are the bonuses in investment banking and consulting taxed as supplementary income?

  • @christiankolasny8901
    @christiankolasny8901 2 роки тому +1

    When using only the keyboard only. Do you use the arrow keys for moving around? Therefore, constantly switching right hand from letterpad to arrow pad? I'd love if you could do a video on proper Excel keyboard technique.

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому

      Yup, I normally do left hand on letters and right hand on arrows. I use the numbers above the letters (i.e., I don't use the numpad). A lot of shortcuts you can do with just your left hand, so you can keep your right hand on arrows.

  • @JordaanFPS
    @JordaanFPS 2 роки тому

    If you made an IB course for excel & PowerPoint I would definitely buy. Who’s course should I get? I’m a new IB Analyst

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому

      We do have a valuation / finance intro course on our website! And we have a pure IB one coming out later this year

  • @keithleyjarvis5663
    @keithleyjarvis5663 2 роки тому

    Paste special :alt E+S

  • @Woodshadow
    @Woodshadow 2 роки тому

    I think this is great content. I think it is difficult for UA-cam though. I think a slower pace would be much more beneficial for people but then you end up with an hour long video that no one is going to watch.

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому

      Yes, it's a tough balance for UA-cam! Our courses are a slower pace with more detail, so this is more like a preview.

  • @rubenp928
    @rubenp928 2 роки тому

    What percentage of the job for an analyst / associate at IB is doing these kind of tasks?

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому

      Maybe like 50% of the analyst job and 20-30% of associate? Rough numbers though

  • @keithleyjarvis5663
    @keithleyjarvis5663 2 роки тому

    Aren't boarders hard to do with out the use of thr mouse?

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому

      I don't personally think so, I think it takes more time to switch between mouse and keyboard vs. just moving around on the keys.

  • @yloo8970
    @yloo8970 2 роки тому

    What is the alt key for Excels in Mac? Can’t find it🤦

    • @PeakFrameworks
      @PeakFrameworks  2 роки тому

      I don't think there are alt keys on Mac, it's one of the biggest drawbacks of it. I just got a Mac, but my solution is to use Parallels and run Windows and then Excel within Windows... Not perfect, but better than nothing.

  • @clarkforce6065
    @clarkforce6065 Рік тому

    Whenever I try and do the alt +1+12 I just get a Microsoft computer noise. And it’s that way with all the number codes. How do I fix this?

    • @PeakFrameworks
      @PeakFrameworks  Рік тому

      No idea, sounds like a tech support thing I'd google for. Alt keys should work in all Office products

  • @THEchrisse95
    @THEchrisse95 2 роки тому

    Why don't you use Edate function for your date?
    That way you can work with quarterly/monthly data.

  • @aryaankhan2365
    @aryaankhan2365 2 роки тому +2

    You don't seem too enthused formatting this spreadsheet 💀😭