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Key benefits

Explore Excel's financial functions and pivot tables with this updated second edition

Build an integrated financial model with Excel for Microsoft 365 from scratch

Perform financial analysis with the help of real-world use cases

Description

Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Excel for Microsoft 365 explores financial modeling terminologies with the help of Excel. Starting with the key concepts of Excel, such as formulas and functions, this updated second edition will help you to learn all about referencing frameworks and other advanced components for building financial models. As you proceed, you'll explore the advantages of Power Query, learn how to prepare a 3-statement model, inspect your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. Next, you'll learn how to deal with iterations and provide graphical representations of ratios, before covering best practices for effective model testing. Later, you'll discover how to build a model to extract a statement of comprehensive income and financial position, and understand capital budgeting with the help of end-to-end case studies. By the end of this financial modeling Excel book, you'll have examined data from various use cases and have developed the skills you need to build financial models to extract the information required to make informed business decisions.

Who is this book for?

This book is for data professionals, analysts, traders, business owners, and students who want to develop and implement in-demand financial modeling skills in their finance, analysis, trading, and valuation work. Even if you don't have any experience in data and statistics, this book will help you get started with building financial models. Working knowledge of Excel is a prerequisite.

What you will learn

Identify the growth drivers derived from processing historical data in Excel

Use discounted cash flow (DCF) for efficient investment analysis

Prepare detailed asset and debt schedule models in Excel

Calculate profitability ratios using various profit parameters

Obtain and transform data using Power Query

Dive into capital budgeting techniques

Apply a Monte Carlo simulation to derive key assumptions for your financial model

Build a financial model by projecting balance sheets and profit and loss

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Frequently bought together

Exploring Microsoft Excel's Hidden Treasures

€19.99

Hands-On Financial Modeling with Excel for Microsoft 365

€27.99

Data Forecasting and Segmentation Using Microsoft Excel

€35.99

Total € 83.97

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MarkD Jun 17, 2022

I really liked this book. The author explains things in a clear and concise way. There's no fluff. This is a book that would be great for a beginner or intermediate financial modeler that is looking to up their skills. I particularly like the case studies at the end of the book. I really think this is a great book for the early to early mid career analyst who is looking to improve their skills. Trust me, this book will get you there if you follow it through.

Amazon Verified review

Judy Umlas Jun 20, 2022

I am an excel expert and MVP, but have not felt skilled in the area of financial modeling. Until I read this book. Aside from the financial skew, it also details many "basic" functions one could use in financial modeling, like VLOOKUP, CHOOSE, IF, and more, plus the very latest functions like XLOOKUP, FILTER, SORT, UNIQUE. Writing about things like Asset & Debt Schedules, or Ratio analysis, Valuation, and more opened my eyes to topics I never heard of! Using Case studies also enhances the reader's understanding of this feature-filled book. Highly recommended!

Orokunle Jun 17, 2022

The case study of the book provides an excellent example of how to extract BS, PNL and other relevant Financial data. This is helpful when applying it to other case studies in my class! Another interesting point is that the materials are so easy to learn and serves as a go to resource for Financial modelling.what I'll like to see, perhaps on future editions could be more examples at the summary section of each chapter. In the overall, I would recommend this book other students.

Rachy Jun 20, 2022

This book has helped me regain my interest and build confidence in financial analysis. Easy to follow and non-complicated learning tools. Good examples to work through.

Rami Chehab Nov 22, 2022

The book seems to lack resources in providing excel files and questions/solutions to support students learning. I wish the authors consider creating questions and also provides the excel files.

Hands-On Financial Modeling with Excel for Microsoft 365: Build your own practical financial models for effective forecasting, valuation, trading, and growth analysis , Second Edition

What do you get with eBook?