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Using Excel for Business Analysis A Guide to Financial Modelling Fundamentals

ISBN-10: 111813284X

ISBN-13: 9781118132845

Edition: 2012

Authors: Danielle Stein Fairhurst

List price: $50.00
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Description:

A clear, concise, and easy-to-use guide to financial modeling suitable for practitioners at every levelUsing a fundamental approach that works for both beginners and advanced users, this book offers practical guidance for professionals without experience in finance, but who need to build financial models for business proposals, evaluating opportunities, and building financial reports. Comprehensive in nature, the book covers the principles and best practices of financial modeling; the Excel tools, formulas, and functions one must master; the techniques and strategies necessary to eliminate errors; and the application of these techniques using case studies and exercises.
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Book details

List price: $50.00
Copyright year: 2012
Publisher: John Wiley & Sons, Limited
Publication date: 9/11/2012
Binding: Paperback
Pages: 336
Size: 7.00" wide x 10.00" long x 1.00" tall
Weight: 1.210
Language: English

What is Financial Modeling?
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
Building a Model
Model Design
The Golden Rules for Model Design
Design Issues
The Workbook Anatomy of a Model
Project Planning Your Model
Model Layout Flow Charting
Steps to Building a Model
Information Requests
Version-Control Documentation
Summary
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 Clearly
Methods and Tools of Assumptions Documentation
Linked Dynamic Text Assumptions Documentation
What Makes a Good Model?
Summary
Financial Modelling Techniques
The Problem with Excel
Error Avoidance Strategies
How Long Should a Formula Be?
Linking to External Files
Building Error Checks
Avoid Error Displays in Formulas
Circular References
Summary
Using Excel in Financial Modelling
Formulas and Functions in Excel
Excel Versions
Handy Excel Shortcuts
Basic Excel Functions
Logical Functions
Nesting: Combining Simple Functions to Create Complex Formulas
Cell Referencing Best Practices
Named Ranges
Summary
Functions for Financial Modelling
Aggregation Functions
LOOKUP Formulas
Other Useful Functions
Working with Dates
Financial Project Evaluation Functions
Loan Calculations
Summary
Tools for Model Display
Basic Formatting
Custom Formatting
Conditional Formatting
Sparklines
Bulletproofing Your Model
Customising the Display Settings
Form Controls
Summary
Tools for Financial Modelling
Hiding Sections of a Model
Grouping
Array Formulas
Goal Seeking
Pivot Tables
Macros
User-Defined Functions (UDFs)
Summary
Common Uses of Tools in Financial Modelling
Escalation Methods for Modelling
Understanding Nominal and Effective (Real) Rates
Calculating Cumulative Totals
How to Calculate a Payback Period
Weighted Average Cost of Capital (WACC)
Building a Tiering Table
Modelling Depreciation Methods
Break-Even Analysis
Summary
Model Review
Rebuilding an Inherited Model
Auditing a Financial Model
Appendix 10.1: QA Log
Summary
Stress-Testing, Scenarios, and Sensitivity Analysis in Financial Modelling
What's the Difference between Scenario, Sensitivity, and What-If Analysis?
Overview of Scenario Analysis Tools and Methods
Advanced Conditional Formatting
Comparing Scenario Methods
Summary
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 Range Names
Charting with Two Different Axes and Chart Types
Bubble Charts
Waterfall Charts
Summary
About the Author
About the Website
Index