SPECIALISTS IN FINANCIAL MODELLING

Common Excel Error Values

This video contains an explanation, demonstration and troubleshooting of different Excel errors we see in modelling such as DIV/0#!, #NAME?, #REF!, #VALUE! and Circular references.

Video length: 7 min 30 sec

Additional Resources

Book Cover

Dummies Book coverIf you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of “Using Excel for Business and Financial Modelling” as well as “Financial Modeling in Excel for Dummies” by Danielle Stein Fairhurst included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!  Note that these books act as handy study companions to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course.

Templates

Download the Excel template for this video and follow along with the video demonstration. You are not required to submit this model for review.

Transcript

Download the Transcript for this video.

Please note:

To move forward to the next video, you must mark this video complete. To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button. See instructions on the Student Dashboard here for more information.

Overview of Scenario Analysis Methods

In this video we briefly explore the different available practical techniques for performing scenario analysis in Excel:

  1. Manual Scenario selection
    – Data Validation dropdown
    – Combo Box dropdown
  2. Scenario Manager
  3. Data Tables

Video length: 6 min 50 sec

Templates

Download the Excel template for this video and follow along with the video demonstration.  You are not required to submit this model for review.

Additional Resources

Book Cover

Dummies Book coverIf you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of “Using Excel for Business and Financial Modelling” as well as “Financial Modeling in Excel for Dummies” by Danielle Stein Fairhurst included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!  Note that these books act as handy study companions to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course.

Transcript

Download the Transcript for this video.

Please note:

To move forward to the next video, you must mark this video complete. To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button. See instructions on the Student Dashboard here for more information.

What’s New in Excel 2016

This video provides an overview of the best new features of Excel 2016 for the purpose of Financial Modelling.

Video length: 6 min 4 sec

Templates

Download the Excel template for this video. Follow along with the video demonstration, and save your model. In this particular module you do not need to submit this model for review, however you do need to complete the quiz questions once you have completed the module.

Additional Resources

Read the following blog articles:

Book Cover

Dummies Book coverIf you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of “Using Excel for Business and Financial Modelling” as well as “Financial Modeling in Excel for Dummies” by Danielle Stein Fairhurst included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!  Note that these books act as handy study companions to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course.

Transcript

Download the Transcript for this video.

Please note:

To move forward to the next video, you must mark this video complete. To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button. See instructions on the Student Dashboard here for more information.

Excel Versions 2013

In this video we explore the major differences between different versions of Excel, and learn critical skills for working with those using different versions. Whether you are using Excel 2013, 2010, 2007 or Excel for Mac, your modelling will be impacted by the changes and differences in functionality between versions.

Video length: 15 min

Templates

Download the Excel template for this video. Follow along with the video demonstration, and save your model. In this particular module you do not need to submit this model for review, however you do need to complete the quiz questions once you have completed the module. You may also download the completed version of the exercises at the end if you wish to compare your work.

Additional Resources

  1. See the section on “Excel Versions” in Chapter 5, page 94 of Using Excel for Business and Financial Modelling
  2. Read the article What’s New in Excel 2013
  3. Download the PDF document entitled “Excel Versions” which forms part of the freely available supplementary content for this book.

Book Cover

Dummies Book coverIf you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of “Using Excel for Business and Financial Modelling” as well as “Financial Modeling in Excel for Dummies” by Danielle Stein Fairhurst included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!  Note that these books act as handy study companions to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course.

Bonus content

For background on upgrading from Excel 2003 or 2007 to 2010, see this video on Excel Versions 2010.

Transcript

Download the Transcript for this video.

Please note:

To move forward to the next video, you must mark this video complete. To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button. See instructions on the Student Dashboard here for more information.

Model Design

In this video we discover the considerations for planning and designing your model, such as time series, data collection, model purpose and audience.

Video length: 6 min 30 sec

Additional Resources

Book Cover

Dummies Book coverIf you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of “Using Excel for Business and Financial Modelling” as well as “Financial Modeling in Excel for Dummies” by Danielle Stein Fairhurst included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!  Note that these books act as handy study companions to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course.

Transcript

Download the Transcript for this video.

Please note:

To move forward to the next video, you must mark this video complete. To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button. See instructions on the Student Dashboard here for more information.

What is Financial Modelling?

In this video we explore the definition of a financial model (is it just a complicated spreadsheet?) and distinguish the key differences between a model and a spreadsheet.  We also investigate the various purposes of financial models.

Video length: 4 min 10 sec

Additional Resources

Book Cover

Dummies Book cover

If you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of “Using Excel for Business and Financial Modelling” as well as “Financial Modeling in Excel for Dummies” by Danielle Stein Fairhurst included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!  Note that these books act as handy study companions to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course.

Transcript

Download the Transcript for this video

Please note: 

To move forward to the next video, you must mark this video complete.  To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button.  See instructions on the Student Dashboard here for more information.

Introduction to Financial Modelling

This video is an introduction to the course and explanation of how the online training works. An overview of the four modules is given:

  1. Financial Modelling Introduction
  2. Fundamental Excel Tools
  3. Building a Financial Model
  4. Model Analysis Tools

Video length: 5 min 30 sec

Download the full course notes.
Download the video transcript.

Welcome to the online course. If you have any questions or problems throughout the course, you can get help in the following ways:

  • Email us directly at info@plumsolutions.com.au
  • Telephone +612 9818 7250 during business hours AEST (Sydney, Australia)
  • Log into the website, and click on the Live Support button on the bottom right-hand side

Please note: 

To move forward to the next video, you must mark this video complete.  To mark the video complete, please watch the video or if you would like to skip the video, just click on the video time line right at the end to enable the ‘Mark Video Complete’ button.  See instructions on the Student Dashboard here for more information.