Excel & Data Analysis

Excel Basics

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Getting Started with Excel

If you’re new to Excel, start here. This course introduces the concepts of cells, rows and columns, shows how to navigate Excel 2016 for Windows, and describes the basics of entering data and doing calculations.

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Calculations

The true power of Excel is its ability to perform calculations. This course explains how calculations work and introduces concepts such as formulas and relative and absolute cell references.

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Formatting

The formatting tools available in Excel that can make worksheets clean and easy to follow. Includes text wrapping, cell alignment, and formatting numbers and dates.

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Copying and Moving Data

Copying and moving data in Excel is similar to how it works in Word, but there are some differences. This course focuses on features that are particular to Excel, including inserting cells, rows and columns and moving and deleting worksheets.

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Printing

This course covers the main things to know about printing in Excel. Includes selecting the print area, repeating rows and columns, adding headers and footers and fitting data onto a single page.

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Using Excel and Word Together

Sometimes it’s more efficient to use Excel and Word together than it is to use Word on its own. This course explains when and how, including when working with charts and tables.

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Collaborating on Files

An explanation of the tools available in Excel that make collaborating on an Excel file secure and efficient, including using comments, protecting files and hiding data.

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Working with Large Data Sets

Lawyers often have to deal with large sets of data when working on a litigation or transaction. This course covers the Excel features that make it easier to work with large data sets, including filtering and sorting data, freezing panes and splitting the window.

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PivotTables

A PivotTable can be useful for summarizing and analyzing large sets of data. This course describes how to create and work with PivotTables.

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Error Messages

A summary of common error messages in Excel and how to find and fix errors. Includes descriptions of #VALUE!, #######, #DIV/0!, #NULL!, #N/A, #NAME? and #REF!.

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Functions

Excel functions are preset formulas that make it easy to perform specific calculations. Here's a summary of some useful functions for lawyers, and a description of how functions are structured.

Excel Functions

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IF Functions

An explanation of how to use IF functions to perform calculations based on specified criteria, with a practice example based on a cap table.

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VLOOKUP

An explanation of how to use the VLOOKUP function, which can be useful when working with large sets of data in a litigation or transaction.

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MIN and MAX Functions

How to use the MIN and MAX functions to easily find the smallest or largest number in a set of values, with a practice example based on a company’s cap table.

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Rounding Functions

An explanation of how to use the ROUND, ROUNDUP and ROUNDDOWN functions, with a practice example based on a financing round.

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SUM and AVERAGE Functions

An overview of the SUM and AVERAGE functions, with a practice example based on a 280G analysis in an M&A deal.

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Text Functions

An explanation of how to use text functions to clean and normalize text in Excel.

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Date and Time Functions

An overview of the various date and time functions that are most useful in legal practice.

Data Analysis

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Financial Modeling

This course introduces the fundamentals of financial modeling and discusses how it’s relevant to lawyers.

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Introduction to Statistics

This course provides an overview of key statistical concepts that are relevant to legal practice, including averages, sampling and distribution curves.

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Data Visualization

An overview of charts and other data visualization techniques used in business and finance. Covers concepts such as line and bar charts, histograms, scatter plots and heat maps.