Complimentary Digital Course
Excel Essentials for FDD Analytics
Delivery:~ 2 Hour
CPE Credits:2.5
Experience Level:Emerging M&A Pros | Mid Career M&A Pros | M&A Leaders
What I will learn?
- Understand how to structure raw transactional data to support scalable financial and operational analysis.
- Compare and apply different Excel-based analysis approaches, such as SUMIFS, PivotTables, and dynamic formulas, to balance speed, flexibility, and customizability in your workflows.
About Course
Course Curriculum
- Text to columns
- Tables & filters
- Importance of QC data provided
- Freeze panes
- Custom formatting
- Importance of reconciliations
- YEAR, SUMIFS, and Anchoring
- Customer mapping
- Organizing databases with mapped columns
- Non-destructive updates
- XLOOKUP
- PivotTables vs. SUMIFS
- Building in CHECKS
- Customer Concentration
- Break rows
- Monthly analysis using EOMONTH
- Utilizing visualizations tools
- Seasonality analysis
- MONTH function
- Drill-down analysis
M&A Professions
- Financial Due Diligence
- Investment Banking
- Leveraged Lending
- Private Equity
- Universities
CPE Credits
Details
- Last Updated April 2025
- CPE Credit 2
- Field of Study Computer Software & Applications
- Instructional Delivery Method QAS Self-Study
- Knowledge Level Basic
- Prerequisites None
- Advanced Preparation None
Refund Policy
For more information regarding refunds, concerns, and program cancellation policies, please contact the Private Equity Primer Support Team via email at help@pe-primer.com.
Compliant Resolution
For any complaints or issues with course materials or delivery, please email the Private Equity Primer Support Team at help@pe-primer.com.
NASBA Sponsor Statement
Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Benefits Obtained :
- Apply Real-World Techniques
- CPE Credit
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.