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The functions, VBA, and shortcuts a finance operator actually uses — curated, with CFO examples. Prefer them pre-built? Grab a ready-made model.
Named ranges
Editing & referencesName a cell or range so formulas read like English.
Difficulty
1What it does
Give a cell or range a name and you can reference it by that name anywhere. =SUMIFS(Amount, Account, "Revenue") beats =SUMIFS(C2:C500, A2:A500, "Revenue") — easier to read, and it can't drift to the wrong column when the sheet changes.
2The shortcut
- 1Select the range you want to name.
- 2Click the Name Box (left of the formula bar) and type a name — no spaces.
- 3Press
Enter; now use that name in any formula. (Manage them all withCtrl + F3.)
3Before → after
Press the shortcut to play it on a sample sheet.
Before — raw cell ranges
Works, but you have to decode which column is which — and it breaks if a column moves.
4When you use it
- Make long formulas readable at a glance.
- Reference an assumption cell by name across a whole model.
- Avoid hard-coded ranges that break when columns move.
5Related functions
- SUMIFS — see its own page, with a live demo.
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