SPECIALISTS IN FINANCIAL MODELLING

The Workbook Anatomy of a Model

Model design and structure can be one of the most difficult parts of building a financial model.  Typically, modellers will work from back to front when building their model. The output, or the part they want the viewer or user to see, will be at the front, calculations will go in the middle, and source data and assumptions should go at the back. The image below shows an example of what your tabs in a well-structured model might look like.

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Excel Top 10 Tricks

I’ve been showing this video supplied by Microsoft in my training recently, and lot of people have asked me for a copy, so here it is! Some of my favourite new features in Excel 2016 are:

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How to Create a Structured Reference Table

The Table feature in Excel (not to be confused with PivotTables or Data Tables!) is a great tool for organising and analysing large amounts of data.  For this reason, like PivotTables, they are sometimes not used in pure financial modelling, but as a very useful tool in reporting and analysis, they are also worth a brief mention.  See this article for more information about the use of Tables in Financial Modelling.

The two useful features of a Table are:

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Named Ranges – a Must-Have for Modellers?

Those new to named ranges sometimes struggle to see the benefits of including them in financial models. It’s true that most of the time named ranges are not entirely necessary, but there are some good reasons to use named ranges when building a model:

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Quick Dashboards in Excel – Video Tutorial

Using Sparklines, Slicers, Conditional formatting & coffee

Dashboards are in-vogue now. Chances are your boss is asking for one right now. Traditionally dashboards are associated with a six week development lead time or big budgets, which means critical business decisions that should be taken yesterday are now delayed by two months. But we can create quick, powerful and awesome dashboards using Microsoft Excel in less than two hours (ok, maybe three).

Download the workbook

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