wealth management

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Forum home » Delegate support and help forum » Microsoft Excel Training and help » Wealth management

Wealth management

resolvedResolved · Low Priority · Version 2003

Sebastian has attended:
Excel Intermediate course

Wealth management

What skills will be most useful in a wealth management department of a bank when using excel 2007.

RE: Wealth management

Hello Sebastian

Thank you for your question.

It is difficult for us to provide advice on how an application would be used specifically in a role or industry.

Generally I suppose formulas and functions; and what if analysis tools like data tables, scenarios, goal seek and solver.

Kind regards
Amanda

Mon 6 Jul 2009: Automatically marked as resolved.


 

Excel tip:

Select Single Data Marker

To select a single data marker in a chart, ie line, bar or column;
After you have pressed Ctrl+Click (to select the entire chart) you can press the Up or Down arrows to select a data series, then press the Left or Right arrow to select a data point within that series.

View all Excel hints and tips


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