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I interviewed the WORLDS BEST in Excel ?? My goal was to find out one thing: How do you become an Excel pro? This was the first time I ever interviewed this many people on camera, and here’s what I found: 1?? EXCEL ISN'T TAUGHT IN SCHOOL You can't get a degree in Excel or become an Excel PhD. Most pros started by being thrown into real-world situations. Some learned from content creators, others from forums and online resources. But the most impressive path? Those who developed critical thinking skills by researching solutions to their own problems. 2?? YOUR FIRST STEP IS TO LEARN EVERYTHING EXCEL HAS TO OFFER Start by understanding the full scope of Excel's capabilities. The ribbon contains everything you need - each tab serves a specific purpose. From the Home tab for basics to the Developer tab for advanced features. Master each section: Insert for visuals, Page Layout for presentation, Formulas for calculations, Data for organization, and Review for collaboration. 3?? FUNCTIONS POWER EXCEL The masters agree - functions are Excel's engine. Start with the essentials: IF, SUMIFS, COUNTIFS, EOMONTH, and XLOOKUP (forget VLOOKUP!). Then graduate to dynamic arrays and SPILL functions. The game-changer? LAMBDA functions - they're functions that write functions. Mind-blowing, right? 4?? UNDERSTAND DATA STRUCTURES The pros emphasized that data structure knowledge is crucial. Know the difference between structured and unstructured data. Tables, Power Query, and Pivot Tables become powerful tools once you grasp data structures. As one expert put it, "structured data is one of the easiest ways to manipulate data." 5?? DON'T JUST TELL, SHOW Data visualization is where Excel masters shine. They shared eight creative ways to present budget vs. actuals: from custom KPI boxes to donut charts, speedometers to waterfall charts. Remember - working with data is one thing, presenting it effectively is another skill entirely. 6?? GET EFFICIENT The final piece? Keyboard shortcuts. The experts swear by them: CTRL + arrows to jump between cells ALT + = to AutoSum CTRL + Space to select columns CTRL + SHIFT + L for filtering ALT + W + FF to freeze panes This conference was one of the best experiences in my career, and I’m so grateful to Financial Modeling World Cup and Microsoft Excel Collegiate Challenge for hosting it, along with everyone who I met and had a chance to interview: ? Paul Barnhurst → Excel MVP, the FP&A guy and podcasting legend ? Diarmuid Early → 2x Financial Modeling World Champion ? Celia Alves → Excel MVP and incredible content creator ? David Fortin, CPA → Excel MVP, the one and only MC from the conference, Piggy Bank Accountant ? David Brown → Excel MVP, Associate professor of Finance, MECC founder ? Oz du Soleil → Excel MVP, world-class commentator, Excel on Fire ?? ? Danielle Stein Fairhurst → Excel MVP, Dynamic Arrays Pro, Plum solutions PS: Want to watch the FULL video right here https://lnkd.in/d56PxJHf

Shala Rodriguez

Experienced Operations Manager | Expertise in Business Operations, Finance, Legal, and HR | Driving Efficiency and Innovation in Business Processes

2 个月

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