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New Arrival Using Excel for Business and Financial Modelling: A Practical Guide

Using Excel for Business and Financial Modelling: A Practical Guide

  • Author:
  • Publisher: John Wiley & Sons
  • ISBN: 9781119520382
  • Published In: April 2019
  • Format: Paperback , 416 pages
  • Jurisdiction: International ? Disclaimer:
    Countri(es) stated herein are used as reference only

List Price: HKD 780.00

HKD 694.20 Save HKD 85.80 (11%)

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  • Description 
  • Contents 
  • Details

    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 tons of practical tips and techniques you can apply straight away.

    Whilst there are many hundreds of tools, features and functions in Excel, this book focuses on the topics most relevant to finance professionals. It covers these features in detail from a practical perspective, but also puts them in context by applying them to practical examples in the real world. Learn to create financial models to help make business decisions whilst applying modelling best practice methodology, tools and techniques.

    • Provides the perfect mix of practice and theory

    • Helps you become a DIY Excel modelling specialist

    • Includes updates for Excel 2019/365 and Excel for Mac

    • May be used as an accompaniment to the author’s online and face-to-face training courses

    Many people are often overwhelmed by the hundreds of tools in Excel, and this book gives clarity to the ones you need to know in order to perform your job more efficiently. This book also demystifies the technical, design, logic and financial skills you need for business and financial modelling.

  • 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

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