Introduction to Financial Modelling
Principles of Excel as a Modelling Tool
Excel Operations, Structures and Short-Cuts
Introduction to Excel Functions
Applications of Lookup and Reference Functions
Planning and Building Models for Optimal Decision Making

2.3 The Excel Toolbar and Menus

There is a rich set of operations that can be performed in Excel. Many of these are found on the toolbar menu. The operations are grouped into various toolbar tabs. Some of tabs are shown by default when opening Excel; the image below shows the main menu items for a fairly standard toolbar.


The menus within each tab are discussed in detail during the courses, at the relevant point. For the moment, it is simply worth noting some of the most fundamental points that are more relevant from the point of view of getting started with modelling in Excel.

The Home tab (shown in the image below) contains many of the most standard and frequently required operations, such as those required to copy formula or to format cells, or insert rows and columns between existing used cells:


The File tab contains a menu of frequently needed operations relevant to the whole workbook, such as to open, close or save the workbook file. The File menu also allows one to exposing other menu tabs that maybe hidden in the default view default. For example, the image above shows the Developer tab, which is needed  when using VBA macros. Such additional tabs can be exposed using the menu sequence File->Options->CustomizeRibbons.


The Formulas tab allows one to create, inspect and work with formulas.


In the image below, the “Show Formulas” icon for the Formulas tab has been selected. This toggles with user’s view of the worksheet so that any formulas can be directly seen (rather than one seeing the numerical result of the formulas):

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