Building Financial Models with Microsoft Excel


Book Description

A proven guide to building financial models from scratch The Second Edition of Building Financial Models with Microsoft Excel + CD-ROM provides beginning and intermediate level computer users with step-by-step instructions on building financial models using Microsoft Excel 2007-the most popular spreadsheet program available. The accompanying CD-ROM contains Excel worksheets that track the course of the book and allow you to build your own financial models. This comprehensive resource also covers important topics such as the concepts of valuation, sensitivity analysis, and contribution margin. Offers accessible guidance on building financial models using Excel 2007 Illustrates how to integrate financial statements such as the balance sheet, income statement, and statement of cash flows Covers the basics of building and using a Capitalization Table Discusses how to best present a financial model Incorporating financial models into business decisions has become an essential element of good business practice, and this book will show you how to excel at this endeavor.




Using Excel for Business Analysis


Book Description

This is a guide to building financial models for business proposals, to evaluate opportunities, or to craft financial reports. It covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors.




Using Microsoft Excel Spreadsheets


Book Description




Using Excel for Business and Financial Modelling


Book Description

A hands-on guide to using Excel in the business context First published in 2012, Using Excel for Business and Financial Modelling contains step-by-step instructions of how to solve common business problems using financial models, including downloadable Excel templates, a list of shortcuts and tons of practical tips and techniques you can apply straight away. Whilst there are many hundreds of tools, features and functions in Excel, this book focuses on the topics most relevant to finance professionals. It covers these features in detail from a practical perspective, but also puts them in context by applying them to practical examples in the real world. Learn to create financial models to help make business decisions whilst applying modelling best practice methodology, tools and techniques. • Provides the perfect mix of practice and theory • Helps you become a DIY Excel modelling specialist • Includes updates for Excel 2019/365 and Excel for Mac • May be used as an accompaniment to the author’s online and face-to-face training courses Many people are often overwhelmed by the hundreds of tools in Excel, and this book gives clarity to the ones you need to know in order to perform your job more efficiently. This book also demystifies the technical, design, logic and financial skills you need for business and financial modelling.




Microsoft Excel Formulas and Functions (Office 2021 and Microsoft 365)


Book Description

Use Excel 365 and Excel 2021 core features to build spreadsheets that solve business problems and deliver reliable answers. Drawing on his unsurpassed experience, Paul McFedries helps you make the most of formulas and functions, including recent improvements ranging from dynamic arrays to XLOOKUP and LET. McFedries' step-by-step projects walk you through handling key tasks, from building timesheets to projecting cash flow and aging receivables. His practical examples and clear instructions demystify intermediate-to-advanced-level formula construction, and help you leverage Excel's most useful functions in your everyday work. Becoming an Excel expert has never been easier! By reading this book, you will: Improve business analyses by adding intelligence and knowledge to your models Replace cumbersome formulas with convenient predefined functions Use modern lookups to make your formulas more powerful and flexible Simplify complex calculations with dynamic arrays in Excel 365 and Excel 2021 Use conditional formatting to reveal anomalies, problems, or opportunities Calculate loan payments, interest costs, terms, and amortization schedules Project the future value of investments, and plan to achieve investment goals Master essential discounting and cash-flow analysis tools, including NPV and IRR Sort, filter, and analyze any tabular data, from customers to inventory Easily analyze huge datasets with PivotTable calculations Perform sophisticated what-if analyses, scenario planning, and forecasting Optimize profit, cost, or operational efficiency with Solver About This Book For everyone who wants to get more done with Microsoft Excel in less time For business and financial professionals, entrepreneurs, students, and others who need to efficiently manage and analyze data




Excel Tables


Book Description

Creating tables in Excel allows for easier formatting and reporting, but the new syntax that it implies can be intimidating to the uninitiated. In this guide, one of the developers of the official Microsoft Excel 2013 templates—all of which employ tables—helps introduce readers to the multiple benefits of tables. The book begins by explaining what tables are, how to create them, and how they can be used in reporting before moving on to slightly more advanced topics, including slicers and filtering, working with VBA macros, and using tables in the Excel web app. Novice Excel users and experts alike will find relevant, useful, and authoritative information in this one-of-a-kind resource.




Microsoft Excel Data Analysis and Business Modeling (Office 2021 and Microsoft 365)


Book Description

Master business modeling and analysis techniques with Microsoft Excel and transform data into bottom-line results. Award-winning educator Wayne Winston's hands-on, scenario-focused guide helps you use today's Excel to ask the right questions and get accurate, actionable answers. More extensively updated than any previous edition, new coverage ranges from one-click data analysis to STOCKHISTORY, dynamic arrays to Power Query, and includes six new chapters. Practice with over 900 problems, many based on real challenges faced by working analysts. Solve real problems with Microsoft Excel—and build your competitive advantage Quickly transition from Excel basics to sophisticated analytics Use recent Power Query enhancements to connect, combine, and transform data sources more effectively Use the LAMBDA and LAMBDA helper functions to create Custom Functions without VBA Use New Data Types to import data including stock prices, weather, information on geographic areas, universities, movies, and music Build more sophisticated and compelling charts Use the new XLOOKUP function to revolutionize your lookup formulas Master new Dynamic Array formulas that allow you to sort and filter data with formulas and find all UNIQUE entries Illuminate insights from geographic and temporal data with 3D Maps Improve decision-making with probability, Bayes' theorem, and Monte Carlo simulation and scenarios Use Excel trend curves, multiple regression, and exponential smoothing for predictive analytics Use Data Model and Power Pivot to effectively build and use relational data sources inside an Excel workbook




Financial Modeling in Excel For Dummies


Book Description

Make informed business decisions with the beginner's guide to financial modeling using Microsoft Excel Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today. Not a math whiz or an Excel power-user? No problem! All you need is a basic understanding of Excel to start building simple models with practical hands-on exercises and before you know it, you'll be modeling your way to optimized profits for your business in no time. Excel is powerful, user-friendly, and is most likely already installed on your computer—which is why it has so readily become the most popular financial modeling software. This book shows you how to harness Excel's capabilities to determine profitability, develop budgetary projections, model depreciation, project costs, value assets and more. You'll learn the fundamental best practices and know-how of financial modeling, and how to put them to work for your business and your clients. You'll learn the tools and techniques that bring insight out of the numbers, and make better business decisions based on quantitative evidence. You'll discover that financial modeling is an invaluable resource for your business, and you'll wonder why you've waited this long to learn how! Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This book walks you through the process with clear, expert guidance that assumes little prior knowledge. Learn the six crucial rules to follow when building a successful financial model Discover how to review and edit an inherited financial model and align it with your business and financial strategy Solve client problems, identify market projections, and develop business strategies based on scenario analysis Create valuable customized templates models that can become a source of competitive advantage From multinational corporations to the mom-and-pop corner store, there isn't a business around that wouldn't benefit from financial modeling. No need to buy expensive specialized software—the tools you need are right there in Excel. Financial Modeling in Excel For Dummies gets you up to speed quickly so you can start reaping the benefits today!




Excel Models for Business and Operations Management


Book Description

Market_Desc: · Business Studies, Accounting, Finance, and Operations Management courses that offer practical computing skills as an integral part of the course syllabus· Managers and Analysts who want to develop their model-building skills Special Features: · The use of spreadsheet models in finance, business and management decision-making is on the increase· Other books on spreadsheet modeling tend to focus on applied management science and complex financial models, which restricts the market· This new edition will follow the active learning approach which focuses on the practical aspect of how to build computer models while summarizing the mathematical logic as to why the model is so constructed· A website will accompany the text, containing hands on development models to enable the reader to put theory into practice.· A new chapter entitled Investment Analysis Models will be added to widen the appeal to students in finance and accounting.· All references to Excel (including the Excel refresher notes in the appendix) have been upgraded to reflect the latest version of Microsoft Office (e. g. Excel 2003 and Windows XP)· Job sequencing including a VBA routine for Johnson s Rule· Multiplicative Holt-Winter s model About The Book: This text adopts an active learning approach with the emphasis being placed on the utilization of software tools to help build models. The learn by example approach used throughout the book guides the user through the complexities of model building. Every day examples from business and operations management form the basis of the book s hands on development models that help the reader to appreciate Excel s power and flexibility.




Beginning Excel, First Edition


Book Description

This is the first edition of a textbook written for a community college introductory course in spreadsheets utilizing Microsoft Excel; second edition available: https://openoregon.pressbooks.pub/beginningexcel19/. While the figures shown utilize Excel 2016, the textbook was written to be applicable to other versions of Excel as well. The book introduces new users to the basics of spreadsheets and is appropriate for students in any major who have not used Excel before.