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See-Through Modelling: A technical blueprint for financial modelling using lessons learned from PFI by Dominic Robertson

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Chapter 4. Excel theory

This chapter on Excel theory is split into six areas:

  1. Setup
  2. Formulae
  3. Keyboard shortcuts
  4. Navigation
  5. Automation
  6. Known Excel issues.

1. Setup

Basic Excel setup

Run ‘All of Excel from computer’, including all VBA options. This will give you all the functionality you may ever require.

This is achieved when loading Excel and Microsoft Office on to the computer and choosing ‘Run all of Excel from computer’ at the start of the setup process.

Excel options

Press Alt + T + O to access the Excel options as in Figure 90.

Figure 90: Excel options, accessed by pressing Alt + T + O

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