Using Excel for business and financial modelling : a practical guide

"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...
Ausführliche Beschreibung

Gespeichert in:
Werktitel:

Using Excel for business analysis [Fairhurst, Danielle Stein]

Autor*in:

Fairhurst, Danielle Stein [verfasserIn]

Format:

E-Book

Sprache:

Englisch

Erschienen:

Hoboken: Wiley ; 2019

©2019

Ausgabe:

Third edition

Schlagwörter:

Microsoft Excel (Computer file)

Corporations, Finance

Corporations, Finance, Computer programs

BUSINESS & ECONOMICS ; Finance

Corporations ; Finance

Corporations ; Finance ; Computer programs

Formangabe:

Electronic books

Anmerkung:

Includes index

Machine generated contents note: Chapter 1: What is Financial Modelling? What's the Difference Between a Spreadsheet and a Financial Model? Types and Purposes of Financial Models Tool Selection What Skills Do You Need to Be a Good Financial Modeller? The "Ideal" Financial Modeller Summary Chapter 2: Building a Model Model Design The Golden Rules for Product Design Design Issues The Workbook Anatomy of a Model Project Planning Your Model Model Layout Flowcharting Steps to Building a Model Information Requests Version-Control Documentation Summary Chapter 3: Best-Practice Principles of Modelling Document Your Assumptions Linking, Not Hardcoding Enter Data Only Once Avoid Bad Habits Use Consistent Formulas Format and Label Clearly Methods and Tools of Assumptions Documentation Linked Dynamic Text Assumptions Documentation What Makes a Good Model? Summary Chapter 4: Financial Modelling Techniques The Problem with Excel Error Avoidance Strategies How Long Should a Formula Be? Linking to External Files Building Error Checks Circular References Summary Chapter 5: Using Excel in Financial Modelling Formulas and Functions in Excel Excel Versions Handy Excel Shortcuts Cell Referencing Best Practices Named Ranges Basic Excel Functions Logical Functions Nesting Logical Functions Summary Chapter 6: Functions for Financial Modelling Aggregation Functions LOOKUP Functions Nesting Index and Matching OFFSET Function Regression Analysis Choose Function Working with Dates Financial Project Evaluation Functions Loan Calculations Summary Chapter 7: Tools for Model Display Basic Formatting Custom Formatting Conditional Formatting Sparklines Bulletproofing Your Model Customising the Display Settings Form Controls Summary Chapter 8: Tools for Financial Modelling Hiding Sections of a Model Array Formulas Goal Seeking Structured Reference Tables PivotTables Macros Summary Chapter 9: Common Uses of Tools in Financial Modelling Escalation Methods for Modelling Understanding Nominal and Effective (Real) Rates Calculating a Cumulative Sum (Running Totals) How to Calculate a Payback Period Weighted Average Cost of Capital (WACC) Building a Tiering Table Modelling Depreciation Methods Break-Even Analysis Summary Chapter 10: Model Review Rebuilding an Inherited Model Improving Model Performance Auditing a Financial Model Summary Appendix: QA Log Chapter 11: Stress Testing, Scenarios, and Sensitivity Analysis in Financial Modelling What are the Differences Between Scenario, Sensitivity, and What-If Analyses? Overview of Scenario Analysis Tools and Methods Advanced Conditional Formatting Comparing Scenario Methods Adding Probability to a Data Table Summary Chapter 12: Presenting Model Output Preparing an Oral Presentation for Model Results Preparing a Graphic or Written Presentation for Model Results Chart Types Working with Charts Handy Charting Hints Dynamic Named Ranges Charting with Two Different Axes and Chart Types Bubble Charts Creating a Dynamic Chart Waterfall Charts Summary Index

Revised edition of the author's Using Excel for business analysis, 2012

Umfang:

1 Online-Ressource (1 online resource)

Reihe:

Wiley finance

Links:

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Cover
Inhaltsverzeichnis

ISBN:

1-119-52034-7

1-119-52037-1

978-1-119-52034-4

978-1-119-52037-5

DOI / URN:

10.1002/9781119520344

Katalog-ID:

1679259504

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