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El. knyga: Using Excel for Business and Financial Modelling - A Practical guide, 3rd edition: A Practical Guide 3rd Edition [Wiley Online]

  • Formatas: 432 pages
  • Serija: Wiley Finance
  • Išleidimo metai: 05-Apr-2019
  • Leidėjas: John Wiley & Sons Inc
  • ISBN-10: 1119520347
  • ISBN-13: 9781119520344
Kitos knygos pagal šią temą:
  • Wiley Online
  • Kaina: 84,58 €*
  • * this price gives unlimited concurrent access for unlimited time
Using Excel for Business and Financial Modelling - A Practical guide, 3rd edition: A Practical Guide 3rd EditionDidesnis paveikslėlis
  • Formatas: 432 pages
  • Serija: Wiley Finance
  • Išleidimo metai: 05-Apr-2019
  • Leidėjas: John Wiley & Sons Inc
  • ISBN-10: 1119520347
  • ISBN-13: 9781119520344
Kitos knygos pagal šią temą:
Wiley Online E-booksMore info about Wiley Online
Partnerių interneto svetainė: https://onlinelibrary.wiley.com/doi/book/10.1002/9781119520344

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.

Preface xi
Chapter 1 What is Rnancial Modelling?
1(28)
What's the Difference Between a Spreadsheet and a Financial Model?
3(2)
Types and Purposes of Financial Models
5(1)
Tool Selection
6(11)
What Skills Do You Need to Be a Good Financial Modeller?
17(6)
The "Ideal" Financial Modeller
23(4)
Summary
27(2)
Chapter 2 Building a Model
29(22)
Model Design
29(2)
The Golden Rules for Model Design
31(1)
Design Issues
32(1)
The Workbook Anatomy of a Model
33(3)
Project Planning Your Model
36(1)
Model Layout Flowcharting
37(2)
Steps to Building a Model
39(8)
Information Requests
47(2)
Version-Control Documentation
49(1)
Summary
50(1)
Chapter 2 Beet-Practice Principles of Modelling
51(18)
Document Your Assumptions
51(1)
Linking, Not Hardcoding
52(1)
Enter Data Only Once
53(1)
Avoid Bad Habits
53(1)
Use Consistent Formulas
53(1)
Format and Label Clearly
54(1)
Methods and Tools of Assumptions Documentation
55(7)
Linked Dynamic Text Assumptions Documentation
62(3)
What Makes a Good Model?
65(2)
Summary
67(2)
Chapter 4 Financial Modelling Techniques
69(22)
The Problem with Excel
69(2)
Error Avoidance Strategies
71(5)
How Long Should a Formula Be?
76(2)
Linking to External Files
78(3)
Building Error Checks
81(4)
Circular References
85(5)
Summary
90(1)
Chapter 5 Using Excel in Hnancial Modelling
91(36)
Formulas and Functions in Excel
91(3)
Excel Versions
94(6)
Handy Excel Shortcuts
100(4)
Cell Referencing Best Practices
104(3)
Named Ranges
107(3)
Basic Excel Functions
110(4)
Logical Functions
114(3)
Nesting Logical Functions
117(8)
Summary
125(2)
Chapter 9 Functions for Hnancial Modelling
127(58)
Aggregation Functions
127(12)
LOOKUP Functions
139(11)
Nesting Index and Match
150(3)
OFFSET Function
153(5)
Regression Analysis
158(6)
Choose Function
164(1)
Working with Dates
165(6)
Financial Project Evaluation Functions
171(6)
Loan Calculations
177(6)
Summary
183(2)
Chapter 7 Tools for Model Display
185(42)
Basic Formatting
185(1)
Custom Formatting
186(5)
Conditional Formatting
191(4)
Sparklines
195(4)
Bulletproofing Your Model
199(4)
Customising the Display Settings
203(7)
Form Controls
210(16)
Summary
226(1)
Chapter 8 Tools for Hnancial Modelling
227(38)
Hiding Sections of a Model
227(6)
Grouping
233(1)
Array Formulas
234(6)
Goal Seeking
240(2)
Structured Reference Tables
242(3)
PivotTables
245(9)
Macros
254(9)
Summary
263(2)
Chapter 9 Common Uses of Tools in Hnancial Modelling
265(536)
Escalation Methods for Modelling
265(5)
Understanding Nominal and Effective (Real) Rates
270(4)
Calculating a Cumulative Sum (Running Totals)
274(1)
How to Calculate a Payback Period
275(3)
Weighted Average Cost of Capital (WACC)
278(4)
Building a Tiering Table
282(4)
Modelling Depreciation Methods
286(9)
Break-Even Analysis
295(5)
Summary
300(1)
Chapter 10 Model Review
301(1)
Rebuilding an Inherited Model
301(11)
Improving Model Performance
312(5)
Auditing a Financial Model
317(6)
Summary
323(1)
Appendix: QA Log
323(2)
Chapter 11 Stress Testing, Scenarios, and Sensitivity Analysis in Financial Modelling
325(28)
What are the Differences Between Scenario, Sensitivity, and What-If Analyses?
326(2)
Overview of Scenario Analysis Tools and Methods
328(9)
Advanced Conditional Formatting
337(3)
Comparing Scenario Methods
340(10)
Adding Probability to a Data Table
350(1)
Summary
351(2)
Chapter 12 Presenting Model Output
353(44)
Preparing an Oral Presentation for Model Results
353(2)
Preparing a Graphic or Written Presentation for Model Results
355(3)
Chart Types
358(9)
Working with Charts
367(7)
Handy Charting Hints
374(2)
Dynamic Named Ranges
376(6)
Charting with Two Different Axes and Chart Types
382(2)
Bubble Charts
384(3)
Creating a Dynamic Chart
387(4)
Waterfall Charts
391(4)
Summary
395(2)
About the Author 397(2)
About the Website 399(94)
Index 493
DANIELLE STEIN FAIRHURST is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis. Her extensive experience as a financial analyst enables her to help her clients create meaningful financial models. She is regularly engaged as a speaker, course facilitator, financial modelling consultant, and analyst.
Pastovi nuoroda: https://www.kriso.lt/db/9781119520344_pe.html
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