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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
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

Different ways to use Power Query

Power Query is extremely versatile and user-friendly. The following are just a few of the many different ways to use Power Query:

  • Create a connection/Merge queries:

The simplest way to use Power Query is to get a table into the Power Query window, then immediately create a connection from the Import data dialog box, as seen in Figure 5.4. Repeat this for one or more other tables.

You can then merge two or more queries with the same headers using the Data ribbon to go to Get Data | Combine Queries | Merge (see Figure 5.5):

Figure 5.5 – Merge queries from the Data ribbon, Combine Queries, and Merge

  • Append queries: This option allows you to append a table to the bottom of another.

For example, if you have monthly sales reports, you can upload January and February sales separately into Power Query, and then create a connection for each.

You can then append February sales to January sales...

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