Excel 2010 Financials Cookbook


Excel 2010 Financials Cookbook
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Overview
Table of Contents
Author
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Sample Chapters
  • Harness the power of Excel to help manage your business finances
  • Build useful financial analysis systems on top of Excel
  • Covers normalizing, analysing, and presenting financial data
  • Clear and practical with straight forward, step-by-step instructions

Book Details

Language : English
Paperback : 260 pages [ 235mm x 191mm ]
Release Date : July 2011
ISBN : 1849691185
ISBN 13 : 9781849691185
Author(s) : Andre Odnoha
Topics and Technologies : All Books, Microsoft Other, Other, Cookbooks, Microsoft

Table of Contents

Preface
Chapter 1: Normalizing Financial Data within Excel
Chapter 2: Analyzing Financial Data—Staying in the Grid
Chapter 3: Moving Beyond the Grid—Financial Data Via an Interface
Chapter 4: Using Graphs for Financial and Statistical Analysis
Chapter 5: Representing Data without Graphs
Chapter 6: Building Financial Functions into Excel
Chapter 7: Augmenting Excel Functions with Customized Data Mining
Index
  • Chapter 1: Normalizing Financial Data within Excel
    • Introduction
    • Setting up an Excel spreadsheet
    • Correcting Excel calculations
    • Removing formulas from a list of numbers
    • Highlighting the blanks in a list of data
    • Making printing easier to read
    • Splitting financial data
    • Combining financial data
    • Redefining the data format
    • Grouping transaction details in a statement of accounts
    • Displaying financial summary formulas within their cells
    • Chapter 2: Analyzing Financial Data—Staying in the Grid
      • Introduction
      • Analyzing with an IF statement
      • Advancing what IF analysis scenarios
      • Discounting proration by payment date
      • Collecting user sales data across multiple sheets
      • Calculating total sales by day of the week
      • Directing entry with conditional messages
      • Validating user interaction
      • Locking cells in the grid
      • Calculating total number of payments in a list by an individual
      • Chapter 3: Moving Beyond the Grid—Financial Data Via an Interface
        • Introduction
        • Personalizing your splash screen
        • Entering data via a form
        • E-mailing an invoice from Excel
        • Adding username and password options for securing financial functions
        • Providing customers with on-demand help by using VB macros and a user form
        • Calculating loan terms using Excel
        • Creating a dashboard for financial functions while minimizing Excel
        • Chapter 4: Using Graphs for Financial and Statistical Analysis
          • Introduction
          • Charting financial frequency trending with a histogram
          • Creating a stem and leaf plot
          • Creating a box and whisker plot
          • Creating a graph overlay for profit and expenses
          • Graphing the principal of a loan automatically
          • Adding animations to Excel graphs
          • Adding a graph to e-mail automatically
          • Chapter 5: Representing Data without Graphs
            • Introduction
            • Visualizing payments with a graphical calendar
            • Creating a five-number summary for analysis
            • Calculating hours with a visual timesheet
            • Analyzing financial data via repetition
            • Adding mini graphs within the data
            • Creating a table of financial information
            • Chapter 6: Building Financial Functions into Excel
              • Introduction
              • Determining standard deviation for assessing risk
              • Analyzing benefits between interest and payment investments
              • Calculating the number of payments in a loan
              • Calculating the depreciation of assets
              • Calculating the future versus current value of your money
              • Determining the difference between effective and nominal interest rates
              • Identifying the profitability of an investment
              • Calculating and planning for inventory requirements
              • Chapter 7: Augmenting Excel Functions with Customized Data Mining
                • Introduction
                • Highlighting user edits and storing the versions
                • Adding financial tools to the Excel ribbon
                • Completing web forms
                • Importing data lists from the Web
                • Counting by colors instead of numbers
                • Converting dates with code
                • Analyzing financial data with pop-up tools

                Andre Odnoha

                Andre Odnoha has been working within the business and technology field for many years combining his knowledge of business and information technology. With his knowledge in both software and hardware related to computer systems and a Bachelor's degree in Business Administration, Andre works to combine and utilize technology from a business perspective.

                Andre has over 11 years of experience in computer software and hardware and has programmed numerous software applications designed for medical billing, e-commerce, and content management.

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                Sample chapters

                You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                What you will learn from this book

                • Normalize financial data in Excel, so that data from different sources can be easily compared
                • Organize your money and finances in the best way to enable easy and powerful analysis of that data
                • Present your financials graphically using charts and other methods
                • Discover powerful analysis functions in Excel, and combine existing functions to create new ones

                In Detail

                Excel is one of the mostused software tools in the world and just about every business has a copy somewhere. Despite its power and flexibility it is not always clear how to use it to perform some of the most important tasks in any business: organizing, analysing, and presenting financial information.

                Excel 2010 Financials Cookbook contains a rich collection of useful techniques for handling financial data in Excel. From integrating data from a variety of different sources, through organazing and analyzing financial data, to presenting it in a variety of graphical forms, this book has you covered.

                The book deals first with "normalizing" financial data -- that is, bringing data from a number of different sources into a single format where you can analyze them together. Then you'll learn techniques for managing and analyzing the data before discovering ways to present it graphically. The book then looks at Excel's built in features for financial analysis, and even shows how you can combine the built in features to build your own analysis functions.

                Approach

                The Cookbook format means each technique is explained with step-by-step instructions, and you can jump straight to the techniques you need. You won't need to read this book from start to finish in order to get value out of it.

                Who this book is for

                This book is for anybody who wants to use Excel to manage their revenues, budgets, and other financials. It's especially suitable for small businesses that already use Excel and want to get more from it.

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