Model for EMI
- Introduction to EMI case
- Creating Model for EMI
- EMI
- Principal Part
- Interest Part
- Check
- Custom Formatting
- Locking Specific Parts of the model
- Summarization
Business Modeling – Basic Case
Case on Business Modeling
- Introduction to case
- Calculating Average Operating Profit Margin
- Calculating CAGR
- Eligibility Criteria
- Visually showing Eligibility
- Summarization
Custom Formatting in Excel
Excel Custom Formatting
- Introduction
- Formatting Example – I
- Formatting Example – II
- Custom formatting Trick
Referencing Framework in Excel
Excel Shortcuts for Improved Efficiency
- Introduction to referencing framework
- Example – NPV Model
- Summarization
Excel Shortcuts
Excel Shortcuts for Improved Efficiency
- Introduction
- Editing Shortcuts
- Formula Shortcuts
- Navigation Shortcuts
- Formatting Shortcuts
- Formula Auditing
- Summary
- Bonus Shortcut tip for Excel 2007 Users
Creating a Layout for Integrated Model
Creating a Layout for Integrated Financial Model
- Introduction to a structured layout
- Tower Model – for easy navigation
- Matrix Integrity – for maintaining consistency across sheets
- Summary
Steps to create Integrated Financial Model
Steps to create Integrated Financial Model
This tutorial summarizes the steps to create an integrated financial model. Please note that this is just a summary and gives you a broad overview of how we would go about the implementation. Most of the work in the next complete sessions would be implementing these steps in detail.
- Introduction
- Creating a Layout
- Historical Statements
- Growth Drivers
- Creating Assumptions
- Projecting P&L and Balance Sheet
- Projecting Assets, Debt and Equity
- Creating Cash Flow statement
- Ratio Analysis
- Valuation
- Scenario Analysis
- Summary
Continue reading “Steps to create Integrated Financial Model”
Case for Integrated Financial Model
Case – Integrated Financial Model
This is the case for which we would be implementing the complete integrated valuation model. The case covers almost all aspects of the FMCG industry. Even for manufacturing industry the approach would be very similar. If you follow the case, you should be able to
- Understand the different parts of the business – Operations, Investing and financing
- Financial Statements – P&L, B/S, CF Statement
- How to arrive at projections
- How to arrive at valuations
Integrating Financial Statements – Business Case
Business Case – Complete Primer on Financial Statements
This tutorial has a case with a list of transactions that a business could enter in. It creates a very simple excel model to show these entries.
- Understanding the impact of different financial transactions on financial statements
- How the financial statements are inter related
- How cash is updated with each transaction
- How to implement basic checks in financial statements model
Continue reading “Integrating Financial Statements – Business Case”
Introduction to Cash Flow Statement
Introduction to Cash Flow
Statement
- Introduction to Cash flow Statement
- Operating Cash Flow
- Investing Cash Flow
- Financing Cash Flow
- Adjustments for Non Cash Items
- Summarizing Cash Flow Statement
Introduction to Balance Sheet
Introduction to Balance Sheet
- Introduction to Balance Sheet
- Understanding Assets
- Understanding Liabilities
- External linkages in Balance sheet
P&L Model in Excel
P&L Model in Excel
- Introduction to P&L Model
- Template for P&L
- Building Assumptions for P&L
- Building Calculations for P&L
Introduction to P&L
Introduction to P&L
Statement?
- Introduction to P&L
- Understanding Revenue
- Understanding COGS
- Understanding Depreciation
- Understanding SG&A
- Understanding EBIT
- Understanding PAT
- Understanding EBITDA
- Additional Concepts in
P&L
VLOOKUP Formula & Other useful formulas for Modeling
What is in this lesson?
- What is it and Syntax
- Vlookup examples
- Vlookup hacks
- Vlookup Errors & Fixing them
- INDEX Formula
- MATCH formula
Continue reading “VLOOKUP Formula & Other useful formulas for Modeling”
Excel School Webinar Recording
As you know, I did the very first Excel School Live Webinar few weeks back. While the response is good, I kind of screwed up the webinar with 2 silly mistakes
- I disabled mic. for audience, so Only I could speak, not the students attending the program 🙁
- My laptop crashed after 50 mins of webinar. While I did not loose the recorded files or anything, when I got back online, I saw that everyone left the webinar 🙁
I promise to do a better job next time. Meanwhile download the files & enjoy the content. It has some very useful lessons. Continue reading “Excel School Webinar Recording”
Excel 2010 – A Short Introduction
What is in this lesson?
The lesson gives you a sneak-peek of features like paste previews, ribbon customization, sparklines etc. that are new in Excel 2010
- New features in Excel 2010
- Sparklines
- Conditional Formatting Enhancements
- Backstage view / File menu
- etc.
Working With Complex Worksheets
What is in this lesson?
- What is a complex sheet?
- Tips for handling complexity
- Designing a complex workbook
Excel School Class Project # 2
What is in this lesson?
- Class project objective
- Building a dynamic dashboard using camera tool and macros
Introduction To Macros
What is in this lesson?
This lesson may be redundant if you have already watched some of the VBA lessons.
- What is a Macro
- Using Macro Recorder and Your First Macro
- Editing Macros & VBE
- Macros vs. UDFs
- How to get more help on Macros & Advanced Excel
Advanced Formulas
What is in this lesson?
- Named Ranges
- Using Formula Audit Tools
- 3D References (example: consolidate sales data)
- Array Formulas – What are they? (example: MAXIF, MINIF)
- Circular References – What are they? (example: log)
- Various Calculation Modes and How to use them
- Formula Errors and how to handle them