Excel like a finance pro.

The functions, VBA, and shortcuts a finance operator actually uses — curated, with CFO examples. Prefer them pre-built? Grab a ready-made model.

Excel concept

Choosing a lookup function

VLOOKUP looks right only and breaks when columns move; INDEX/MATCH looks anywhere; XLOOKUP does both with exact match by default.

Daily driverDifficulty 1250 · Proficient

In practice: Default to XLOOKUP where available; INDEX/MATCH for older files; always exact match unless the table is sorted on purpose.

Learn the moves here — or let Wauvel run them on your numbers.

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