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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
Concepts
Author (1):
Shmuel Oluwa Shmuel Oluwa
Profile icon Shmuel Oluwa
LinkedIn
Shmuel Oluwa is a financial executive and seasoned instructor, of over 25 years, in a number of finance related fields, with a passion for imparting knowledge. He has developed considerable skill in the use of Microsoft Excel and has organised training courses in Business Excel, Financial Modeling with Excel, Forensics and Fraud Detection with Excel, Excel as an Investigative Tool, Accounting for Non-Accountants, Credit Analysis with Excel amongst others. He has given classes in Nigeria, Angola, Kenya and Tanzania but his online community of students covers several continents. Shmuel divides his time between London and Lagos with his pharmacist wife. He is fluent in 3 languages. English, Yoruba and Hebrew.
See other products by Shmuel Oluwa

Table of Contents (19) Chapters

Preface 1. Part 1 – Financial Modeling Overview
2. Chapter 1: An Introduction to Financial Modeling and Excel 3. Chapter 2: Steps for Building a Financial Model 4. Part 2 – The Use of Excel Features and Functions for Financial Modeling
5. Chapter 3: Formulas and Functions – Completing Modeling Tasks with a Single Formula 6. Chapter 4: Referencing Framework in Excel 7. Chapter 5: An Introduction to Power Query 8. Part 3 – Building an Integrated 3-Statement Financial Model with Valuation by DCF
9. Chapter 6: Understanding Project and Building Assumptions 10. Chapter 7: Asset and Debt Schedules 11. Chapter 8: Preparing a Cash Flow Statement 12. Chapter 9: Ratio Analysis 13. Chapter 10: Valuation 14. Chapter 11: Model Testing for Reasonableness and Accuracy 15. Part 4 – Case Study
16. Chapter 12: Case Study 1 – Building a Model to Extract a Balance Sheet and Profit and Loss from a Trial Balance 17. Chapter 13: Case Study 2 – Creating a Model for Capital Budgeting 18. Other Books You May Enjoy

Understanding functions and formulas

In order to enter either a formula or a function, you must first type =. A formula is a statement that includes one or more operands (+, -, /, *, and ^), such as =34+7 or =A3-G5 (this formula subtracts the contents of cell G5 from the contents of cell A3). A function can also be included as part of a formula, such as =SUM(B3:B7)*A3. This formula will add the contents of cells B3 to B7 and multiply the result by the contents of cell A3.

A function is a command that contains a series of instructions for Excel to carry out. A function contains one or more arguments, inviting the user to specify the input cell or range of cells on which the instructions are to be carried out, for example, MATCH(A5, F4:F23,false).

A function can include a formula as part of an argument, such as =IF(A4*B4>C4,D4,E4).

However, the distinction between them is often ignored and the term formula is used to indicate either a formula or function.

To enter a formula...

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Authors (1)

Profile icon Shmuel Oluwa
LinkedIn
Shmuel Oluwa is a financial executive and seasoned instructor, of over 25 years, in a number of finance related fields, with a passion for imparting knowledge. He has developed considerable skill in the use of Microsoft Excel and has organised training courses in Business Excel, Financial Modeling with Excel, Forensics and Fraud Detection with Excel, Excel as an Investigative Tool, Accounting for Non-Accountants, Credit Analysis with Excel amongst others. He has given classes in Nigeria, Angola, Kenya and Tanzania but his online community of students covers several continents. Shmuel divides his time between London and Lagos with his pharmacist wife. He is fluent in 3 languages. English, Yoruba and Hebrew.
Read more
See other products by Shmuel Oluwa

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