Modern Excel for Fidelity: Power Query, Shortcuts & Formulas

📋 Overview

Customized specifically for Fidelity Investments, this two-hour course focuses on transforming legacy business workflows into modern, automated processes. Participants will learn how to replace manual data manipulation with high-efficiency keyboard shortcuts, Power Query's automated cleansing for complex portfolio data, and the latest dynamic array formulas for flexible reporting. We will bridge the gap between static spreadsheets and robust, audit-friendly financial models tailored to the specific needs of investment professionals.

👥 Who Should Attend

Investment analysts, portfolio managers, financial controllers, and accounting professionals at Fidelity seeking to modernize their data workflows.

🎯 Learning Objectives

• Apply advanced keyboard shortcuts and navigation techniques to increase modeling speed and accuracy within Fidelity-specific templates.
• Utilize Power Query to connect, transform, and refresh messy investment data from external providers and internal sources.
• Implement dynamic array formulas such as XLOOKUP, FILTER, and UNIQUE to streamline portfolio analysis and reporting.
• Identify best practices for spreadsheet structure to ensure data integrity and auditability in a high-stakes investment environment.

📚 Major Topics

1. The Fidelity Workflow: High-speed shortcuts and best practices for investment professionals
2. Power Query for Portfolio Data: Automating the import and transformation of complex datasets
3. Modern Formula Paradigm: Mastering XLOOKUP and dynamic array behaviors in finance
4. Dynamic Investment Dashboards: Using SORT, FILTER, and UNIQUE for automated reporting
5. Spreadsheet Governance: Best practices for data integrity, naming conventions, and table structures

🏷️ Topics