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

If you have a first edition copy or second edition copy of the book, Using Excel for Business Analysis, please contact us for the supplementary material.

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.

Download all of the files at the links below

Downloadable Resources

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


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
Internal and external links
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
Form controls

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

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
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