Search icon
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Hands-On Financial Modeling with Excel for Microsoft 365 - Second Edition

You're reading from  Hands-On Financial Modeling with Excel for Microsoft 365 - Second Edition

Product type Book
Published in Jun 2022
Publisher Packt
ISBN-13 9781803231143
Pages 346 pages
Edition 2nd Edition
Languages
Author (1):
Shmuel Oluwa Shmuel Oluwa
Profile icon Shmuel Oluwa

Table of Contents (19) Chapters

Preface Part 1 – Financial Modeling Overview
Chapter 1: An Introduction to Financial Modeling and Excel Chapter 2: Steps for Building a Financial Model Part 2 – The Use of Excel Features and Functions for Financial Modeling
Chapter 3: Formulas and Functions – Completing Modeling Tasks with a Single Formula Chapter 4: Referencing Framework in Excel Chapter 5: An Introduction to Power Query Part 3 – Building an Integrated 3-Statement Financial Model with Valuation by DCF
Chapter 6: Understanding Project and Building Assumptions Chapter 7: Asset and Debt Schedules Chapter 8: Preparing a Cash Flow Statement Chapter 9: Ratio Analysis Chapter 10: Valuation Chapter 11: Model Testing for Reasonableness and Accuracy Part 4 – Case Study
Chapter 12: Case Study 1 – Building a Model to Extract a Balance Sheet and Profit and Loss from a Trial Balance Chapter 13: Case Study 2 – Creating a Model for Capital Budgeting Other Books You May Enjoy

Pivot tables and charts

Pivot tables are one of the most powerful tools in Excel. A pivot table can summarize little or large amounts of data into a compact form that reveals trends and relationships that were not apparent from looking at the original data.

The pivot table allows you to introduce conditions based on the original data so that you can view the summarized data from different perspectives. It does all of this without you having to type any formulas. Most users are under the impression that pivot table reports are complex and difficult to prepare, but, in reality, the complexity is kept behind the scenes and taken care of by Excel. All you have to do is follow a few simple guidelines and you will be able to produce complex pivot tables with ease.

The first step is to ensure that your data is in the proper Excel table format, bearing in mind that you may have to work with data prepared by someone else.

Excel identification and navigation shortcuts depend on your...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $15.99/month. Cancel anytime}