Abstract
In this chapter, the financial modeler acquires the skills needed to develop Excel software solutions. In the Workshop Excel Part I, the financial modeler is introduced to the structure of a financial model. Initially, the task list is defined, the key tasks are identified and visualized with the help of a diagram. An optimal visual display helps in structuring and documenting the financial model. The financial modeler learns how to create menus, buttons and borders and to highlight important elements using color. Professional financial modelers utilize key combinations when developing financial models. For that reason, the topics of key combinations with “Ctrl,” function keys and also commands via the ribbon are addressed.
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Further Reading
Benninga, S. (2014) Financial Modeling, 4th edn (Cambridge, MA and London: The MIT Press).
Day, A. L. (2012) Mastering Financial Modelling in Microsoft Excel: A Practitioner’s Guide to Applied Corporate Finance, 3rd edn (London: FT Prentice Hall).
Fairhurst, D. S. (2012) Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals (Singapore: John Wiley & Sons).
Heimrath, H. (2009) Excel-Chartvorlagen für Unternehmenszahlen, 1st edition (Microsoft Press Deutschland, Unterschleißheim).
Jackson, M., Staunton, M. (2001) Advanced Modelling in Finance Using Excel and VBA (Chichester: Wiley & Sons).
Ongkrutaraksa, W. (2006) Financial Modeling and Analysis: A Spreadsheet Technique for Financial, Investment, and Risk Management, 2nd edn (Frenchs Forest: Pearson Education Australia)
Powell, S. G. (2008) Modeling for Insight: A Master Class for Business Analysts, 1st edition (Hoboken, NJ: John Wiley& Sons).
Proctor, S. (2009) Building Financial Models with Microsoft Excel: A Guide for Business Professionals, 2nd edn (Hoboken, NJ: Wiley).
Rees, M. (2008) Financial Modelling in Practice: A Concise Guide for Intermediate and Advanced Level (Chichester: John Wiley & Sons).
Sengupta, C. (2010) Financial Analysis and Modeling using Excel and VBA, 2nd edn (New Jersey: John Wiley & Sons).
Swan, J. (2008) Practical Financial Modelling: A Guide to Current Practice, 2nd edn (Oxford: Elsevier).
Tjia, J. S. (2009) Building Financial Models: The Complete Guide to Designing, Building and Applying Projection Models, 2nd edn (New York: McGraw Hill).
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Häcker, J., Ernst, D. (2017). Workshop Excel Part I. In: Financial Modeling. Global Financial Markets. Palgrave Macmillan, London. https://doi.org/10.1057/978-1-137-42658-1_4
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DOI: https://doi.org/10.1057/978-1-137-42658-1_4
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Publisher Name: Palgrave Macmillan, London
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Online ISBN: 978-1-137-42658-1
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