Using Excel for Business Analysis
Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website

Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website

|
     0     
5
4
3
2
1




Out of Stock


Notify me when this book is in stock
About the Book

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 Fundamentals + Website offers practical guidance for anyone looking to build financial models for business proposals, to evaluate opportunities, or to craft financial reports. Comprehensive in nature, the book covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors. As well as explaining the essentials of financial modelling, Using Excel for Business Analysis is packed with exercises and case studies to help you practice and test your comprehension, and includes additional resources online. * Provides comprehensive coverage of the principles and best practices of financial modeling, including planning, how to structure a model, layout, the anatomy of a good model, rebuilding an inherited model, and much more * Demonstrates the technical Excel tools and techniques needed to build a good model successfully * Outlines the skills you need to learn in order to be a good financial modeller, such as technical, design, and business and industry knowledge * Illustrates successful best practice modeling techniques such as linking, formula consistency, formatting, and labeling * Describes strategies for reducing errors and how to build error checks and other methods to ensure accurate and robust models A practical guide for professionals, including those who do not come from a financial background, Using Excel for Business Analysis is a fundamentals-rich approach to financial modeling.

Table of Contents:
Preface xi CHAPTER 1 What Is Financial Modelling? 1 What s the Difference between a Spreadsheet and a Financial Model? 3 Types and Purposes of Financial Models 4 Tool Selection 5 What Skills Do You Need to Be a Good Financial Modeller? 10 The Ideal Financial Modeller 16 Summary 19 CHAPTER 2 Building a Model 21 Model Design 21 The Golden Rules for Model Design 22 Design Issues 24 The Workbook Anatomy of a Model 25 Project Planning Your Model 27 Model Layout Flow Charting 28 Steps to Building a Model 28 Information Requests 35 Version-Control Documentation 36 Summary 37 CHAPTER 3 Best Practice Principles of Modelling 39 Document Your Assumptions 39 Linking, Not Hard Coding 39 Only Enter Data Once 40 Avoid Bad Habits 41 Use Consistent Formulas 41 Format and Label Clearly 41 Methods and Tools of Assumptions Documentation 42 Linked Dynamic Text Assumptions Documentation 48 What Makes a Good Model? 51 Summary 52 CHAPTER 4 Financial Modelling Techniques 53 The Problem with Excel 53 Error Avoidance Strategies 54 How Long Should a Formula Be? 59 Linking to External Files 61 Building Error Checks 63 Avoid Error Displays in Formulas 66 Circular References 67 Summary 70 CHAPTER 5 Using Excel in Financial Modelling 71 Formulas and Functions in Excel 71 Excel Versions 73 Handy Excel Shortcuts 74 Basic Excel Functions 76 Logical Functions 82 Nesting: Combining Simple Functions to Create Complex Formulas 84 Cell Referencing Best Practices 86 Named Ranges 89 Summary 92 CHAPTER 6 Functions for Financial Modelling 93 Aggregation Functions 93 LOOKUP Formulas 100 Other Useful Functions 106 Working with Dates 115 Financial Project Evaluation Functions 121 Loan Calculations 126 Summary 131 CHAPTER 7 Tools for Model Display 133 Basic Formatting 133 Custom Formatting 133 Conditional Formatting 139 Sparklines 143 Bulletproofing Your Model 147 Customising the Display Settings 151 Form Controls 157 Summary 171 CHAPTER 8 Tools for Financial Modelling 173 Hiding Sections of a Model 173 Grouping 178 Array Formulas 179 Goal Seeking 184 Pivot Tables 186 Macros 190 User-Defined Functions (UDFs) 198 Summary 200 CHAPTER 9 Common Uses of Tools in Financial Modelling 201 Escalation Methods for Modelling 201 Understanding Nominal and Effective (Real) Rates 206 Calculating Cumulative Totals 209 How to Calculate a Payback Period 210 Weighted Average Cost of Capital (WACC) 214 Building a Tiering Table 216 Modelling Depreciation Methods 219 Break-Even Analysis 227 Summary 233 CHAPTER 10 Model Review 235 Rebuilding an Inherited Model 235 Auditing a Financial Model 245 Appendix 10.1: QA Log 250 Summary 250 CHAPTER 11 Stress-Testing, Scenarios, and Sensitivity Analysis in Financial Modelling 251 What s the Difference between Scenario, Sensitivity, and What-If Analysis? 252 Overview of Scenario Analysis Tools and Methods 253 Advanced Conditional Formatting 261 Comparing Scenario Methods 264 Summary 273 CHAPTER 12 Presenting Model Output 275 Preparing an Oral Presentation for Model Results 275 Preparing a Graphic or Written Presentation for Model Results 276 Chart Types 279 Working with Charts 291 Handy Charting Hints 295 Dynamic Range Names 297 Charting with Two Different Axes and Chart Types 300 Bubble Charts 302 Waterfall Charts 307 Summary 316 About the Author 317 About the Website 319 Index 321


Best Sellers


Product Details
  • ISBN-13: 9781118132845
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: John Wiley & Sons Inc
  • Height: 254 mm
  • Returnable: N
  • Sub Title: A Guide to Financial Modelling Fundamentals + Website
  • Width: 182 mm
  • ISBN-10: 111813284X
  • Publisher Date: 19 Sep 2012
  • Binding: Paperback
  • Language: English
  • Spine Width: 17 mm
  • Weight: 654 gr


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website
John Wiley & Sons Inc -
Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    New Arrivals

    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!