SPECIALISTS IN FINANCIAL MODELLING
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# Using Excel for Business and Financial Modelling – Supplementary Materials

Welcome to the website to accompany the book titled
Using Excel for Business and Financial Modelling: A Practical Guide, 3rd Edition by Danielle Stein Fairhurst

The supplementary content for Using Excel for Business and Financial Modelling consists of several documents which supplement the information in the book, including additional instructions, materials, downloads, and models.  Each chapter (except chapter 1) has its own Excel file which contains a soft copy of the many screenshots shown throughout the book, and their applicable page numbers.  Using these files, you’ll be able to recreate many of the modelling situations, tools and functions described in the book.  Several Excel model exercises and sample models have also been included.

Please also visit www.plumsolutions.com.au/elearning if you would like to register for the Plum Solutions online courses that corresponds to the book.  These accompanying files have been made freely available by the author, but they might not make sense without the book.  If you wish to purchase a copy of Using Excel for Business and Financial Modelling, please visit www.plumsolutions.com.au/book.

Chapter 1:
A list of websites, blogs, and tutorials for Excel and financial modeling
Chapter 5:
Key differences among the various versions of Excel
Most useful shortcuts for financial modelling in Excel.
Chapter 9:
How to create a break?even chart
Chapter 10:
QA log template
Chapter 12:
Creating a waterfall chart in previous versions of Excel

#### Models

Chapter 3
Model assessment checklist
Chapter 7
Lender repayment calculator
Chapter 11
Scenario comparison (including both exercise and completed versions)

#### Technical Exercise Files

Chapter 2
Model Design & layout

Chapter 3
Assumptions documentation methods

Chapter 4
Circular references

Chapter 5
Cell referencing
Named ranges
Nesting logical functions; IF and AND

Chapter 6
Aggregation functions
LOOKUP functions
Nesting INDEX and MATCH
OFFSET Function
Regression analysis
Date functions
Investment return functions; NPV, IRR
Loan calculations; PMT, IPMT & PPMT

Chapter 7
Conditional formatting
Sparklines
Protection
Form controls

Chapter 8
Hiding & Grouping
Array formulas
Dynamic arrays
Goal seeking
Structured Reference Tables
PivotTables
Macros

Chapter 9
Growth and Escalation formulas
Nominal and effective rates
Calculating a cumulative sum (running totals)
Payback periods
Weighted average cost of capital (WACC)
Tiering (volume break) tables
Depreciation
Break-Even analysis

Chapter 10
Audit tools for model error checking
Taking apart formulas

Chapter 11
Scenarios using drop-down boxes
Sensitivities with data tables
Comparing scenario methods

Chapter 12
Choosing the right chart
Tips for working with charts
Using Dynamic named ranges in charts
Tenancy example
Map charts
Combo charts
Bubble charts
Dynamic charts
Waterfall charts