What are the Excel tips for financial managers?

The excel skills of the financial manager are specially available in the financial manager network, go there to learn, ** teaching, easy to learn, the cost is also low, it can be said that the cost performance is very good, remember to call the **e lecture hall, find them customer service to ask, the service is very good.

As a financial manager or financial analyst, Excel is a must-have tool. Among the various functions of Excel, functions are the most widely used one.

According to the long-term experience of using Excel and the ** vote of the financial manager network, we found that among all the functions, the most frequently used function is the vlookup function, which once became an important indicator to judge the level of Excel.

The reason why the vlookup function is so popular is that it can quickly establish a connection between two financial **, according to the key fields, in one report, quickly enter the data information of another report, making it much easier and more efficient for financial personnel to bury their heads in the vast information of different reports.

In this course, I will give you a detailed introduction to the vlookup function, how to use it, what it means, and various useful applications of vlookup.

Second, the main content:

1. Introduction to the vlookup function.

2. Vlookup is the app for precise finding.

3. Vlookup fuzzy search application.

Financial managers don't need superb Excel skills, but overall financial planning skills.

Question addendum: What other software do you need? For example, excel, etc., what do you mean by finance? Finance is a noun, just like the "workshop" of a company The workshop has no skills, and likewise finance has no skills. Roughly speaking.

Learning is still necessary.

1. Excel's quick access toolbar.

2. Custom phrase settings for Sogou input method.

3. F key function keyboard area:

f4: The function is to repeat the last operation. For example, if you want to change multiple cells that are not connected to each other to be filled with yellow, you can select the first cell, set the fill yellow, and then select the rest of the cells in turn, pressing F4 each time.

Shift + F11: Insert a blank worksheet. Note that compared with CTRL+N, the former creates a new worksheet and is sheet1, and the latter creates a new workbook, which is book1.

4. Numeric key area: Ctrl + 1: Format cells, Ctrl + 2: Bold (same as Ctrl +B), Ctrl + 3: Skew, Ctrl + 4: Underline.

5. Symbol key area: alt + plus: sum, you can select the content that needs to be summed and press the shortcut key to get the result, or you can press the shortcut key first, and then select the content that needs to be summed.

Alt + Semicolon: Locate visible cells, equivalent to pressing CTRL+G, and select "Visible Cells" in "Targeting". When modifying ** in the filtered state, select the content first, press alt + " and then operate, which ensures that only the visible cells are operated and do not affect the parts that are not filtered.

Specifically, if you need to delete the salary of men in the salary table, filter the gender to "male", and delete the row of the filtered content, the direct operation may cause the part of the middle gender to be "female" also be deleted, you need to select the filtered content with the mouse, and then press alt + "" to delete the row.

Ctrl + minus: Delete, select a row or column, press the shortcut key to delete the row or column directly. If you press the shortcut key after selecting a cell, it prompts "Move left in the right cell" or "Move up in the lower cell".

Ctrl + double quotes: Clear cell contents (faster with delete).

Ctrl + Semicolon: Change the current cell content to the current day's date, the format is 2014-xx-xx.

Ctrl + "cursor moves to the cell on the top, bottom, left, and right, if the cell has data, it will move to the edge of the data; If the cell has no data, it moves to the edge of the whole worksheet or encounters other data stops.

Ctrl + Shift + "High Dig" Same as above, but the cells on the cursor movement path are selected.

Excel in Financial Management Application Step by Step Pro! Hello, I am glad to answer for you the steps of the application of excel in financial management <> are as follows:1

The data processing function of excel applied in financial management The operations of data processing in excel generally include the establishment and use of data lists, data sorting, data filtering, data classification and summarization, data pivot tables and data pivot charts, and data consolidation. They can be processed directly using Excel's menu tools without the need for formulas and calculations. 2.

Application of data analysis tools in Excel Excel provides many very useful data analysis tools, with the use of which many complex problems in financial management can be solved. In Excel, you can test the effect of replacing the variables in the formula with a set of substitute values by simulating the operation on the formula operation results, and you can also use the univariate solution tool to solve the problem of solving only one variable involved in many financial management. (2) Application in investment decision-making Investment decision-making is an important part of enterprise financial management, in order to achieve its expected investment objectives, investors use certain scientific theories, methods and means, through certain procedures for investment objectives, investment scale, investment costs and returns and other major issues in economic activities for analysis, judgment and program selection.

We can use the chart function of excel to display the data in the form of charts, so that financial managers can get intuitive and clear data results. (3) The application of financial analysis Financial analysis refers to the use of special methods to analyze and evaluate the operating results, financial status and changes of the enterprise based on the financial statements and other accounting information of the enterprise, with the purpose of understanding the past, evaluating the present and the future, and helping the interest group to improve decision-making. It plays a role in the cycle of enterprise management.

In Excel, we can use the data model to analyze the financial situation using the ratio analysis method, trend analysis method and comprehensive analysis method. (4) Application in Financing Decision-making Financing decision-making is an important part of the financial management of enterprises, which is the premise for enterprises to carry out operations, and to a large extent affects the investment activities of enterprises and industries. Using Excel for financing decision analysis can quickly build analysis models and make problems easy to solve.

Excel provides a variety of functions and tools that we can use for quantitative analysis to help managers make the right decisions. Hope mine can help you <>

Do you have any other questions?

Excel Skills Essential for Finance Jobs 1. Number Processing.

1. Take the absolute value.

abs (numeric).

2. Rounding. int (number).

3. Rounding.

round (number, number of decimal places).

2. Judgment formula.

1. Show the error value generated by the formula as empty.

Formula: c2iferror(a2 b2,"")

Note: If it is an error value, it will be displayed as empty, otherwise it will be displayed normally.

2. If multi-condition judgment of the return value.

Formula: c2if(and(a2<500,b2="Not expired"),"Retroactive","")

Note: If two conditions are valid at the same time, use the AND function, and if any one is true, use the OR function.

3. Statistical formulas.

1. Count the duplicate content of two **.

Formula: b2countif(sheet15!a:a,a2)

Note: If the return value is greater than 0, it exists in another table, and 0 does not exist.

2. Count the total number of non-duplicated people.

Formula: c2sumproduct(1 countif(a2:a8,a2:a8)).

Note: Use countif to count the number of occurrences of each person, divide by 1 to turn the number of occurrences into the denominator, and then add them up.

Fourth, the summation formula.

1. Sum in separate columns.

Formula: h3sumif($a$2:$g$2,h$2,a3:g3).

or =sumProduct((mod(column(B3:G3),2)=0)*B3:G3).

Explanation: If the header line does not have a rule use the 2nd formula.

2. Single-condition summation.

Formula: f2sumif(a:a,e2,c:c).

Description: Basic usage of the sumif function.

3. Single-condition fuzzy summation.

Formula: See the figure below for details.

Note: If you want to fuzzy summation, you need to master the use of wildcards, where an asterisk is used to represent any number of characters, such as"*a*"It means that there are any number of characters before and after a, that is, it contains a.

4. Multi-condition fuzzy summation.

Formula: c11

sumifs(c2:c7,a2:a7,a11&"*",b2:b7,b11)

Explanation: The wildcard character * can be used in sumifs

5. Sum multiple tables in the same position.

Formula: b2sum(sheet1:sheet19!b2)

Note: After you delete or add a table in the middle of a table, the formula result is automatically updated.

6. Sum by date and product.

Formula: f2sumproduct((month($a$2:$a$25)=f$1)*(b$2:$b$25=$e 2)*$c$2:$c$25)

Note: sumproduct can be used to sum multiple conditions.

Use the if function to judge:

1. Open Excel, open your data file, click "Insert" on the toolbar in the cell you want to output data - Function - Logic - IF, and then click OK.

2. After clicking OK, a box will pop up, the first one represents the condition, and the last two are the results of the judgment condition. Click on the marked place to select the data, generally we don't need to select all the data, just select one of them.

Choosing A2, we use IF to judge math scores and failures. If the condition < 60 points, it means that it is not true, and it will be shown as a failing grade, otherwise the rest will be a passing score.

3. After clicking OK, we can see the result of the judgment, put the mouse behind the first result, when the mouse becomes [+], we can get all the results by double-clicking it.

4. Let's set the display pass score of 60-70 points, and then in the same way, in the third row, click if again to nest.

5. The same method, set up good and excellent, if you want to continue to score later, you can also continue to nest, then don't write excellent in the third line.

6. Similarly, we put the mouse on the lower right corner of the first result [+] and double-click to display all the results.

Precautions. The above methods are limited to novices, if you are proficient, you can directly write your judgment formula in the formula column.