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Record Nr. |
UNINA9910141441603321 |
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Autore |
Fairhurst Danielle Stein |
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Titolo |
Using Excel for business analysis : a guide to financial modelling fundamentals / / Danielle Stein Fairhurst |
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Pubbl/distr/stampa |
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Singapore : , : John Wiley & Sons Singapore Pte. Ltd., , 2012 |
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ISBN |
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1-119-19923-9 |
1-280-99530-0 |
9786613766915 |
1-118-13285-8 |
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Edizione |
[1st edition] |
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Descrizione fisica |
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1 online resource (338 p.) |
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Collana |
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Disciplina |
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Soggetti |
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Corporations - Finance |
Corporations - Finance - Computer programs |
Electronic books. |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di bibliografia |
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Includes bibliographical references and index. |
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Nota di contenuto |
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Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals; Contents; Preface; 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; Is Excel Really the Best Option?; Evaluating Modelling Tools; Budgeting and Forecasting; Microsoft Office Tools: Excel, Access, and Project; The Final Decision; What Skills Do You Need to Be a Good Financial Modeller?; Spreadsheet and Technical Excel Skills; Industry Knowledge; Accounting Knowledge; Business Knowledge |
Aesthetic Design SkillsCommunication and Language Skills; Numeracy Skills; Ability to Think Logically; The Ideal Financial Modeller; What's the Typical Background for a Financial Modeller?; Training Courses; Do You Really Need an Advanced Excel Course?; Summary; Chapter 2: Building a Model; Model Design; Practical Example 1-Assumptions Layout; Practical Example 2-Summary Categorisation; The Golden Rules for Model Design; Separate Inputs, Calculations, and Results, Where Possible; Use Each Column for the Same Purpose; Use One Formula per Row or Column; Refer to the Left and Above |
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Use Multiple WorksheetsInclude Documentation Sheets; Design Issues; The Workbook Anatomy of a Model; Workbook Anatomy Issues; Project Planning Your Model; How Long Does It Take to Build a Financial Model?; Building a Model under Pressure; Model Layout Flow Charting; Steps to Building a Model; The Streamlined Version; The Team Version; Information Requests; Version-Control Documentation; File Structure; Summary; Chapter 3: 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 ClearlyMethods and Tools of Assumptions Documentation; In-Cell Comments; Footnoting; Hyperlinks; Hard-Coded Text; Linked Dynamic Text Assumptions Documentation; Practical Exercise 1; Practical Exercise 2; Practical Exercise 3; What Makes a Good Model?; Standards in Financial Modelling; Summary; Chapter 4: Financial Modelling Techniques; The Problem with Excel; Error Avoidance Strategies; Avoiding Simple Formula Errors; Avoiding Logic Errors; How Long Should a Formula Be?; Linking to External Files; Why You Should Use Named Ranges in External Links |
Dealing with Links and the Potential Errors They Can CauseLinking Do's and Don'ts; Building Error Checks; Error Check Exercise; Allowing Tolerance for Error; Error-Check Alerts; Avoid Error Displays in Formulas; Circular References; How to Fix Circular References; Circular References in Interest Calculations; Enabling Iterative Calculations; Summary; Chapter 5: Using Excel in Financial Modelling; Formulas and Functions in Excel; Excel Versions; Handy Excel Shortcuts; Windows Shortcuts; Mac Shortcuts; Basic Excel Functions; SUM(); MAX(); MIN(); COUNT(); AVERAGE(); Combining Basic Functions |
Logical Functions |
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Sommario/riassunto |
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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 |
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