Financial modeling in Excel for dummies /
Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This comprehensive guide walks you through the process with clear, expert guidance that assumes little prior knowledge. --
Clasificación: | Libro Electrónico |
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Autor principal: | |
Formato: | Electrónico eBook |
Idioma: | Inglés |
Publicado: |
[Place of publication not identified] :
Wiley,
[2017]
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Colección: | --For dummies.
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Temas: | |
Acceso en línea: | Texto completo Texto completo |
Tabla de Contenidos:
- Title Page; Copyright Page; Table of Contents; Introduction; About This Book; Foolish Assumptions; Icons Used in This Book; Beyond the Book; Where to Go from Here; Part 1 Getting Started with Financial Modeling; Chapter 1 Introducing Financial Modeling; Defining Financial Modeling; What it is; Who uses it; Why it matters; Looking at Examples of Financial Models; Project finance models; Pricing models; Integrated financial statement models; Valuation models; Reporting models; Chapter 2 Getting Acquainted with Excel; Making Sense of the Different Versions of Excel
- A rundown of recent Excel versionsFocusing on file formats; Defining Modern Excel; Recognizing the Dangers of Using Excel; Capacity; Lack of discipline; Errors; Looking at Alternatives and Supplements to Excel; Chapter 3 Planning and Designing Your Financial Model; Identifying the Problem That Your Financial Model Needs to Solve; Designing How the Problem's Answer Will Look; Gathering Data to Put in Your Model; Documenting the Limitations of Your Model; Considering the Layout and Design of Your Model; Structuring your model: What goes where; Defining inputs, calculations, and output blocks
- Determining your audienceChapter 4 Building a Financial Model by the Rulebook; Document Your Assumptions; Create Dynamic Formulas Using Links; Only Enter Data Once; Model with Consistent Formulas; Build in Error Checks; Allowing tolerance for error; Applying conditional formatting to an error check; Format and Label for Clarity; Chapter 5 Using Someone Else's Financial Model; Considering Templates for Building a Financial Model; Why templates can be appealing; What's wrong with using templates; Why you should build your own model; Inheriting a File: What to Check For
- Meeting a model for the first timeInspecting the workbook; Using Audit Tools to Find and Correct Errors; Checking a model for accuracy; Making sense of the formulas; Part 2 Diving Deep into Excel; Chapter 6 Excel Tools and Techniques for Financial Modeling; Referencing Cells; Relative cell referencing; Absolute cell referencing; Mixed cell referencing; Naming Ranges; Understanding why you may want to use a named range; Creating a named range; Finding and using named ranges; Editing or deleting a named range; Linking in Excel; Internal links; External links; Using Shortcuts
- Restricting and Validating DataRestricting user data entry; Creating drop-down boxes with data validations; Protecting and locking cells; Goal Seeking; Limiting project costs with a goal seek; Calculating a break-even point with a goal seek; Chapter 7 Using Functions in Excel; Identifying the Difference between a Formula and a Function; Finding the Function You Need; Getting Familiar with the Most Important Functions; SUM; MAX and MIN; AVERAGE; COUNT and COUNTA; ROUND, ROUNDUP, and ROUNDDOWN; IF; COUNTIF and SUMIF; VLOOKUP and HLOOKUP; Being Aware of Advanced Functions and Functionality