![]() If this is your first time with us, this tutorial sits within a series of 30 financial modeling tutorials, called Quant 101. So here we will walk through the considerations for different operating systems and Excel versions, going step-by-step, to save you time. I’m Paul, and I get frustrated by how long it takes to get systems ready before you can get to the fun part, analyzing data. Today’s goal is to set up our Excel system and cover other helpful topics related to using a spreadsheet for data analysis. Videos are available at one organized Quant 101 Playlist on YouTube (opens in a new browser window). ![]() Install Excel Data Analysis ToolPak and Solver Add-In (17:27) ~/ home / finance / quant 101 / system setup Learn to get your Excel system set up for data analysis ![]() Next: Return calculations - Learn the three methods for calculating return.īy Paul Alan Davis, CFA, MaSystem setup is often a stumbling block, so press on for answers.Why not Programming? - Touch on what happens beyond the spreadsheet.Data set - Download a free sample data set.Add-Ins - Install the Data Analysis ToolPak and Solver Add-In.Versions of Excel - Review Excel setup and discuss appropriate versions.Why a Spreadsheet? - Discuss Excel for data analysis, including advantages and disadvantages of spreadsheets.A step-by-step guide to prepare Excel to analyze stock portfolios.
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