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.

VBA snippets

Each macro has its own page — what it does, the code, a before/after simulation, pitfalls, and a no-code alternative.

New to macros? Set up in 5 minutes▾

1
Don't see the Developer tab in the ribbon?
You don't strictly need it — Alt + F11 opens the editor directly — but it makes running macros easier.
- Windows: File → Options → Customize Ribbon → tick Developer in the right-hand list → OK.
- Mac:Excel → Preferences → Ribbon & Toolbar → tick Developer → Save.
2
Paste in the code
Press Alt + F11 to open the Visual Basic editor, then Insert → Moduleand paste the snippet's code into the blank window. Close it with Alt + Q.
3
Run it
Press Alt + F8, pick the macro's name, and click Run — that's it. (Pasted a custom function instead? Just type it into a cell like any built-in: =GrossMargin(B2, B3).)
4
Keep the macro — save as .xlsm
File → Save As → Excel Macro-Enabled Workbook (.xlsm). A plain .xlsx silently drops the code when you save.
5
Macros blocked?
Click Enable Content on the yellow bar. If you downloaded the file, you may first need to right-click it → Properties → tick Unblock → OK, then reopen.

Heads up: macros can't be undone with Ctrl + Z — save a copy before running one that changes your workbook.

Adds a branded 'Contents' sheet with a clickable hyperlink to every other tab — handy for big workbooks.

Saves every worksheet as a separate PDF next to the workbook — board packs in one click.

Refreshes all data connections and PivotTables and blocks until background queries finish.

Loops bottom-up (so deletions don't shift the loop) and removes fully empty rows.

Define your own worksheet function. Paste into a Module, then use =GrossMargin(B2, B3) in any cell.

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