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The Private Equity Associate Certification
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Learn a superior Excel workflow for creating dynamic reports that automatically update without breaking when new data is added. Discover why traditional VLOOKUP and XLOOKUP formulas create maintenance headaches in recurring reports and master a more efficient approach using Excel's Data Model and Pivot Tables. Convert your data into proper tables, establish relationships between multiple data sources, and build a single Pivot Table that refreshes with one click instead of copying formulas and rebuilding reports monthly. Explore practical techniques for maintaining data integrity, creating table relationships, implementing revenue calculations, and streamlining your reporting process to save time and reduce errors in your Excel workflows.
Syllabus
- Why reports break
- A better workflow
- Convert data to tables
- Add tables to a data model
- Create table relationships
- Build the pivot table
- Refresh the report
- Add a revenue calculation
- Wrap up
Taught by
Kevin Stratvert