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Using Excel for Business Analysis A Guide to Financial Modelling Fundamentals.
Utilize Excel 2013 capabilities to build effective financial models Using Excel for Business Analysis, Revised Edition provides practical guidance for anyone looking to build financial models. Whether for business proposals, opportunity evaluation, financial reports, or any other business finance ap...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken :
Wiley,
2015.
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| Edición: | 2nd ed. |
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Using Excel for Business Analysis; 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: Power Pivot, Access, and Project; The Final Decision; 32-Bit versus 64-Bit Excel; What Skills Do You Need to Be a Good Financial Modeller?; Spreadsheet and Technical Excel Skills; Industry Knowledge; Accounting Knowledge; Business Knowledge; Aesthetic Design Skills.
- Communication and Language SkillsNumeracy 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 Worksheets.
- Includes Documentation SheetsDesign 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; Enter Data Only Once; Avoid Bad Habits; Use Consistent Formulas; Format and Label Clearly.
- Methods and Tools of Assumptions DocumentationIn-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; How Long Should a Formula Be?; Linking to External Files; Why You Should Use Named Ranges in External Links; Building Error Checks; Error Check Exercise; Allowing Tolerance for Error.
- Error-Check AlertsAvoid 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; Summary of New Features; Other Features; Handy Excel Shortcuts; Windows Shortcuts; Mac Shortcuts; Basic Excel Functions; SUM(); MAX (); MIN(); AVERAGE (); Combining Basic Functions; Logical Functions; IF Statement; AND Statement; OR Statement; Nesting: Combining Simple Functions to Create Complex Formulas.