Resources Archive

09 Jul

Editing Formulas in Excel with the F2 Key

Editing Formulas in Excel with the F2 Key Editing an Excel formula seems straightforward until you're midway through a cell reference and Excel starts navigating to other cells instead of moving your cursor. This is one of the most disorienting things that happens to analysts new to financial modeling — and...

09 Jul

Creating a Basic Formula in Excel

Excel Formula Basics: How to Build Them Correctly From the Start Most Excel errors in financial models don't come from complex functions. They come from basic formula construction habits that were never corrected early on. Manually typed cell references, hardcoded values buried in calculations, formulas that are needlessly long. These are...

21 May

Phantom Links in Excel: How to Find and Remove Them

Phantom Links in Excel: How to Find and Remove Them You open a workbook and Excel asks whether to update links to another file. You click into Edit Links, see a reference you don't recognize, and try to break it. The dialog says the link is gone. You close the file,...

21 May

Data Tables in Excel: How to Set Up and Troubleshoot Sensitivity Analysis

Data Tables in Excel: How to Set Up and Troubleshoot Sensitivity Analysis Sensitivity analysis is one of the most routine deliverables in finance. A banker showing how enterprise value moves with EBITDA margin assumptions, an analyst stress-testing a debt model across interest rate scenarios, a PE associate presenting returns under different...

20 May

Custom Number Formatting in Excel

Custom Number Formatting in Excel There's a temptation, when building a model, to just type "10.0x" directly into a cell. It looks right. The problem is that Excel now treats that cell as text. You can't run calculations on it, it won't aggregate correctly, and any formula referencing it will likely...

20 May

Dynamic Hyperlink in Excel: How to Use the HYPERLINK Function

Dynamic Hyperlink in Excel: How to Use the HYPERLINK Function Navigation breaks are one of the more annoying problems in financial models. You build a clean table of contents, link each section to the right row, and then someone inserts a few rows for a new assumption block. Suddenly every hyperlink...

27 Apr

Copy and Pasting in Excel

Copy and Paste in Excel Essential Shortcuts Every Finance Professional Should Know For finance professionals, Excel isn't just a tool. It's the language of the job. Whether you're building a three-statement model, stress-testing assumptions in a DCF, or consolidating data across multiple worksheets, the speed and precision with which you work in...

27 Apr

Navigating Between Excel Worksheets and Files

Navigating Between Excel Worksheets and Files Shortcuts Every Finance Professional Should Know In finance, your Excel workbooks are rarely simple. A fully built financial model might span a dozen worksheets — assumptions, income statement, balance sheet, cash flow, debt schedule, DCF, and supporting analyses all living in the same file. Knowing how...

10 Jul

What is Pandas

Table of Contents 1. Introduction: What is Pandas?Pandas is a powerful Python library for working with structured financial data. It provides intuitive data structures—like Series (for single columns of data) and DataFrames (for full tables)—that make it easy to clean, analyze, and transform datasets such as price histories, income statements, trading...

19 Apr

Capital Expenditures (CAPEX)/Depreciation

What are capital expenditures? Capital expenditures are amounts spent to acquire tangible assets that will be used for more than one year in the operations of a business. Examples are plant, machinery, equipment, computer software. These amounts are “capitalized” to the balance sheet as assets and through the income statement over...

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