Using Excel for business analysis a guide to financial modelling fundamentals
A clear, concise, and easy-to-use guide to financial modelling suitable for practitioners at every level Using a fundamental approach to financial modelling that's accessible to both new and experienced professionals, Using Excel for Business Analysis: A Guide to Financial Modelling Fundamental...
| Otros Autores: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Singapore :
John Wiley & Sons Singapore Pte. Ltd
2012.
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| Edición: | 1st edition |
| Colección: | Wiley finance series.
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628527306719 |
Tabla de Contenidos:
- Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals; Contents; Preface; 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; Is Excel Really the Best Option?; Evaluating Modelling Tools; Budgeting and Forecasting; Microsoft Office Tools: Excel, Access, and Project; The Final Decision; What Skills Do You Need to Be a Good Financial Modeller?; Spreadsheet and Technical Excel Skills; Industry Knowledge; Accounting Knowledge; Business Knowledge
- Aesthetic Design SkillsCommunication and Language Skills; Numeracy Skills; Ability to Think Logically; The Ideal Financial Modeller; What's the Typical Background for a Financial Modeller?; Training Courses; Do You Really Need an Advanced Excel Course?; Summary; Chapter 2: Building a Model; Model Design; Practical Example 1-Assumptions Layout; Practical Example 2-Summary Categorisation; The Golden Rules for Model Design; Separate Inputs, Calculations, and Results, Where Possible; Use Each Column for the Same Purpose; Use One Formula per Row or Column; Refer to the Left and Above
- Use Multiple WorksheetsInclude Documentation Sheets; Design Issues; The Workbook Anatomy of a Model; Workbook Anatomy Issues; Project Planning Your Model; How Long Does It Take to Build a Financial Model?; Building a Model under Pressure; Model Layout Flow Charting; Steps to Building a Model; The Streamlined Version; The Team Version; Information Requests; Version-Control Documentation; File Structure; Summary; Chapter 3: Best Practice Principles of Modelling; Document Your Assumptions; Linking, Not Hard Coding; Only Enter Data Once; Avoid Bad Habits; Use Consistent Formulas
- Format and Label ClearlyMethods and Tools of Assumptions Documentation; In-Cell Comments; Footnoting; Hyperlinks; Hard-Coded Text; Linked Dynamic Text Assumptions Documentation; Practical Exercise 1; Practical Exercise 2; Practical Exercise 3; What Makes a Good Model?; Standards in Financial Modelling; Summary; Chapter 4: Financial Modelling Techniques; The Problem with Excel; Error Avoidance Strategies; Avoiding Simple Formula Errors; Avoiding Logic Errors; How Long Should a Formula Be?; Linking to External Files; Why You Should Use Named Ranges in External Links
- Dealing with Links and the Potential Errors They Can CauseLinking Do's and Don'ts; Building Error Checks; Error Check Exercise; Allowing Tolerance for Error; Error-Check Alerts; Avoid Error Displays in Formulas; Circular References; How to Fix Circular References; Circular References in Interest Calculations; Enabling Iterative Calculations; Summary; Chapter 5: Using Excel in Financial Modelling; Formulas and Functions in Excel; Excel Versions; Handy Excel Shortcuts; Windows Shortcuts; Mac Shortcuts; Basic Excel Functions; SUM(); MAX(); MIN(); COUNT(); AVERAGE(); Combining Basic Functions
- Logical Functions
