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Financial Modelling Articles

05 November, 2009

Five Excel Formulas to make you cringe

When creating a financial model, there are always multiple ways to write a formula which will all give you the same result.  The key is to write formulas intelligently so they are easily deciphered by yourself at a later date, or by another party reviewing your model.  As well, writing a formula one way may cause problems for your model at a future date when you start inserting rows and columns, and expecting the new data to automatically be included in calculations. 

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19 July, 2009

Excel Model File Size Getting out of Hand?

Once you start getting a fair amount of data in your financial model, it’s pretty easy to end up with an enormous great big hairy Excel file which takes ages to calculate, especially if you are using an older version of Excel.  If you find your model getting out of control, here are a few tried and tested tips you can try to keep that file size down.

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21 April, 2009

Should we use Array Formulas in everyday models?

The array formula is probably one of the most powerful tools in Excel - but also the most under-used.  For some reason it is a tool that is shunned by many - even advanced users - of Excel.  But just because most people don’t know how to use them, does that mean they should be avoided in a financial model?

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05 February, 2009

Online training targets tight budgets

Plum Solutions is very pleased to announce the release of their first online course!  With more bad news regarding the economy every day, we are responding to market demand with this low priced training option.  Introduction to Financial Modelling in Excel is now available for the introductory price of $99 plus GST.  This course is aimed at those new to financial modelling and with limited knowledge of Excel.  It is also ideal for those wanting to undertake the popular Financial Modelling intermediate course but lacking confidence in their financial or Excel experience.<

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08 January, 2009

Excel skills a key issue for professionals, survey shows

Thanks to all of the subscribers who contributed to our Financial Modelling attitudes, trends and uses survey!

Key findings were:

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09 December, 2008

Find out if you should be Salary Sacrificing with our latest Financial Model

Consistent with our commitment to provide you with the latest in financial modelling tools and resources, Plum Solutions has joined forces with boutique financial planning firm, Majella Wealth Advisers to bring you an Excel-based calculator to help you calculate how much you can benefit from salary sacrificing into your superannuation account.       

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21 July, 2008

Excel or Access?

Choosing the best software solution

Here at Plum Solutions we use Excel in our training courses, as that is most
appropriate for the kind of business case demonstration model the students build
during the course. It is worth considering, however, that many solutions would be
better built in Access so take a moment to contemplate your choice of software
before designing a solution.

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21 July, 2008

Changes between Excel 2003 and Excel 2007

For a more recent article, please see What’s New in Excel 2013

The upgrade from Microsoft Excel 2003 to Excel 2007 is probably one of the most significant changes for users yet. There are many new functions, most of which are an improvement to Excel 2003 but they do take some getting used to!

To get a feel for the interface, view the short demonstration from Microsoft illustrating the major changes in Excel 2007.

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21 July, 2008

2008/2009 Excel Income tax calculator

How much will you save under the new 2008/2009 financial year taxation changes? As of 1st July 2008, the tax brackets are changing, which means we all pay less income tax! Download our handy new Excel-based tax calculator and find out roughly how much you will save.

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21 July, 2008

Avoiding Excel Errors in Financial Modelling

“Hmm, these numbers don’t add up…”

Sound familiar? We’ve probably all said this at one time or another, and it can be a frustrating experience.

In this article, we’ll explain the pitfalls of financial modelling in Excel, and give you a few survival tips to help you get accurate and reliable results from your models.

Microsoft Excel is a very flexible, powerful and ubiquitous tool for the purpose of financial analysis, however, astute users understand the dangers of a poorly built financial model.

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