Sales Analysis Charts in Excel – 78 Alternatives

62 Responses to “Introduction to Financial Modeling using Excel [Part 1 of 6]”

1. John N says:

   July 21, 2010 at 10:47 am

   Oooh! Chandoo - are you looking to outperform the Altman Z-Score?

   I'm all ears 😉

   Reply
2. apex says:

   July 21, 2010 at 11:00 am

   Many thanks, Paramdeep. Looking forward to the remaining parts of the series

   Reply
3. Clarity says:

   July 21, 2010 at 12:51 pm

   Thank you Paramdeep. I look forward to following the series.

   Those interested in Financial Modelling may also find this site interesting:
   http://www.fimodo.com/

   Reply
4. Rohit1409 says:

   July 22, 2010 at 4:41 am

   Hi Chandoo,

   Really looking forward for this awesome financial modeling journey 🙂

   All the very best..

   Regards

   Rohit1409

   Reply
5. Guru says:

   July 22, 2010 at 5:10 pm

   Hi Chandoo,
   it seems the future is not away when we will have a new software/spreadsheet as competitor to Microsoft Office/Linux etc.......Hats Off to you..

   KEEP SMILING
   GURU

   Reply
6. Paramdeep says:

   July 23, 2010 at 6:29 am

   @apex, clarity: Thanks...
   @all: I do hope that you have started creating the model for the simple case given.. Lets see, what according to you all is the best way forward. So your views on the best practices for the template for valuation?

   Reply
7. Brian Clendinen says:

   July 26, 2010 at 2:42 pm

   The planning process varies depending on the project and type of data I am looking at.

   If I am doing a cost impact study based on actuals, verses a cost impact study to estimate future cost, verses reviewing historical data then creating a model, verse having to review historical data, apply it to a draft model, update the model based on the draft outputs and the presentation then sometimes repeat the process a few times.

   Revisions are an absolutely necessary part of corporate financial modeling especially for the presentation sections. A good presentation will be revised multiple time. There are just to many elements which cannot be planned for, especially with ad hoc reports/models.

   Revisions are leading cause of errors, and time spent tracking down errors. The more complex the model the more important revision control is. I would be interested in a section on revision control and good methodologies to determine the effect of changes on models. That is without having to due detail review of the whole model over again.

   Reply
8. Drew says:

   July 26, 2010 at 6:28 pm

   Hi Paramdeep,

   I can't wait for the continuation of this series. You have done a great job in making technical terms appear simple and easy to understand. This article is also very useful in our line of business, in fact i will be featuring this article in our site. Of course the credits will go out to you.

   Many thanks and keep it up!

   Drew

   Reply
9. Building a Layout for Project Evaluation Model & Best Practices to follow while building financial models - Download sample model layouts | Chandoo.org - Learn Microsoft Excel Online says:

   July 28, 2010 at 8:32 am

   [...] Introduction to Financial Modeling [...]

   Reply
10. Building Inputs & Assumptions Sheets – Excel Financial Modeling [Part 3 of 6] | Chandoo.org - Learn Microsoft Excel Online says:

    August 23, 2010 at 8:44 am

    [...] Introduction to Financial Modeling [...]

    Reply
11. Modeling & Building Cash-flow Projections for Project Valuation [Part 4,5 of 6] | Chandoo.org - Learn Microsoft Excel Online says:

    September 2, 2010 at 8:33 am

    [...] Introduction to Financial Modeling [...]

    Reply
12. Putting it all together – Final Project Evaluation Model [Part 6 of 6] | Chandoo.org - Learn Microsoft Excel Online says:

    September 21, 2010 at 8:39 am

    [...] Introduction to Financial Modeling [...]

    Reply
13. Paramdeep Singh says:

    September 22, 2010 at 2:06 pm

    @Drew: Thanks! Hope that you found the tutorials useful. Feel free to get back with any queries.

    Reply
14. Displaying & Selecting a Scenario using VBA [Modeling in Excel] | Chandoo.org - Learn Microsoft Excel Online says:

    September 24, 2010 at 8:25 am

    [...] you are building financial models or any other type of excel based decision models, chances are, there will be multiple scenarios in [...]

    Reply
    • Manchun says:

      February 21, 2017 at 5:54 am

      Great information, i also want to learn financial modeling, how to learn

      Reply
15. Financial Modeling School Coming on Monday – October 18th – Details | Chandoo.org - Learn Microsoft Excel Online says:

    October 14, 2010 at 8:38 am

    [...] Here is a free financial modeling course to help you get started. Spread some love,It makes you awesome! Tweet [...]

    Reply
16. FREE Excel Financial Model for Analyzing an IPO – Download Today | Chandoo.org - Learn Microsoft Excel Online says:

    October 22, 2010 at 8:21 am

    [...] Introduction to Financial Modeling [...]

    Reply
17. Financial Modeling School Closing in a Few Hours – Join Now! | Chandoo.org - Learn Microsoft Excel Online says:

    October 27, 2010 at 9:10 am

    [...] (if you don’t want to join Financial Modeling School, we are still friends Here is a free tutorial on excel financial modeling.) [...]

    Reply
18. nadeem says:

    November 25, 2010 at 6:11 pm

    chando bhai i m tired for looking financial modeling detail but i cant find it anyway. so plz kindly send me full detail of financial modeling from beginning levelo to final. where i learn complete modeling procedure n order to become professional

    Reply
    • 3ldan says:

      April 22, 2015 at 8:00 am

      You noob, you won`t become a professional like that, you need to do it on your own and learn as you go

      Reply
19. Paramdeep Singh says:

    November 26, 2010 at 5:38 am

    @Nadeem Bhai,
    The 6 links to the tutorial at the top of this post, build a small integrated financial model step by step. We are also running a complete 8 weeks course on financial modeling (similar to excel school). But that is almost 50% complete right now. If you want to join, you can join the next batch (probably starting in Jan/ Feb)
    Feel free to get back, if you have any queries regarding the model/ steps in creating the same

    Reply
20. Financial Modeling School is closing in a Few Hours – Join Now! | Chandoo.org - Learn Microsoft Excel Online says:

    March 8, 2011 at 8:28 am

    [...] you do not wish to join our course, we are still cool. Here is a 6 part training on financial modeling & 2 part training on project finance. They are free, fresh and [...]

    Reply
21. Lulama says:

    March 31, 2011 at 3:46 pm

    I want to learn how to build a financial model

    Reply
22. Paramdeep Singh says:

    April 1, 2011 at 4:53 pm

    Dear Lulama,
    You can use this tutorial to learn to build a financial model. We also run a course on financial modeling and project finance modeling. The details can be obtained from:
    http://chandoo.org/wp/financial-modeling/
    You can consider joining that as well.
    I would strongly encourage you to join the newsletter to get the updates about financial modeling and the next batch starting for the course.

    Reply
23. Vivek Dharamshi says:

    May 18, 2011 at 6:03 am

    I want to learn thorough excel and financial modelling thing !!! I am a chartered accountant..CAn you please suggest a detail syllabus that should be learn by me. Also suggest any classes that would cover everything in excel and financial modelling related things.. I stay in mumbai, so please suggest a class in mumbai or any books..byyee.. thanks ..

    Reply
24. Mod() function in excel to Implement Escalation Frequency [Financial Modeling Tutorials] | Chandoo.org - Learn Microsoft Excel Online says:

    May 24, 2011 at 8:46 am

    [...] Financial Modeling using Excel – 6 part tutorial [...]

    Reply
25. Paramdeep Singh says:

    May 24, 2011 at 11:35 am

    Hi Vivek,
    We do conduct the financial modeling course online as well as in Mumbai. We start with the basics of excel and build a completely integrated financial model in the class. For details you can look at:
    http://chandoo.org/wp/financial-modeling/
    or
    http://www.edupristine.com/courses/financial-modeling/prisitne-fm-offering

    Reply
26. Immanuel Nashivela says:

    June 13, 2011 at 4:03 pm

    Please describe to me various type of financial modela and demonstrate how a model can be build.

    Regards,

    Reply
27. Paramdeep Singh says:

    June 14, 2011 at 5:46 am

    Dear Immanuel,
    This series of articles does exactly that. If you go step by step through the articles and create the excel sheets on your own, you will understand how to create an integrated financial model.
    Alternatively, if you are looking for video sessions, you can consider joining our course:
    http://chandoo.org/wp/financial-modeling/
    It is expected to reopen somewhere in mid july.

    Reply
28. Introduction to NPV() Function in Excel - Example, Simple Financial Model & Download | Chandoo.org - Learn Microsoft Excel Online says:

    July 5, 2011 at 8:48 am

    [...] Excel Financial Modeling – 6 part tutorial [...]

    Reply
29. Benjamin Burt says:

    July 12, 2011 at 8:55 pm

    Thanks Paramdeep this is great!

    Reply
30. Scenario Analysis for the Project Valuation [Financial Modeling] | Chandoo.org - Learn Microsoft Excel Online says:

    July 28, 2011 at 5:49 am

    [...] Few months ago, we learned how to create a project valuation model in Excel as part of our series on Financial Modeling in Excel. [...]

    Reply
31. Marius Bouwer says:

    December 5, 2011 at 8:55 pm

    Paramdeep Hi! A bit ignorant here, but let's ask anyway. Can I access "recorded" video sessions apart from following the step by step articles?

    Thanks!

    Reply
32. paramdeep@gmail.com says:

    December 6, 2011 at 6:01 am

    @Marius: Yes, we do have a training program with recorded video sessions. If you are interested, you can enroll for the same. The details can be obtained from: http://chandoo.org/wp/financial-modeling/

    Reply
33. Rachit Sharma says:

    December 30, 2011 at 5:27 pm

    i want to know about the scope of financial modeling.i also want to know after doing financial modeling course what are the job prospect, like where i can found job so plz send me full detail of financial modeling from beginning levelo to final.

    Reply
34. Charsiew says:

    February 9, 2012 at 9:22 am

    I am interested to join your Financial modelling class cos am involved in a new business. But I have a Macbook Air with Excel for Mac installed. Would that work with your program?

    Reply
    • paramdeep@gmail.com says:

      February 9, 2012 at 1:55 pm

      Dear Charsiew,
      The complete training program is built using Excel 2007 with MS windows. Though there is nothing specific to Microsoft in the training. I think a few people have joined the program and are using MAC. If you write an email to me on paramdeep @ gmail.com, I can send you the email ids of those participants and you can get to know their feedback and difficulties in using the program.

      Reply
35. Karan Chhabra says:

    February 20, 2012 at 8:15 am

    This is great, when does the next batch start?

    Reply
    • paramdeep@gmail.com says:

      July 31, 2012 at 8:54 am

      Dear Karan,
      The course is in recorded format and you can register for the same as soon as you want. 

      Reply
36. Seun says:

    July 31, 2012 at 1:40 am

    Paramdeep, thanks. I'm venturing into financial modelling for the first time and from the little I've read from your website already, I'm sure I'll find your resources very useful; thanks once again.

    Reply
    • paramdeep@gmail.com says:

      July 31, 2012 at 8:55 am

      Dear Seun,
      I am glad that you are finding the resources to be useful. Feel free to send in comments with your feedback and further questions. 

      Reply
37. dikshita says:

    September 13, 2012 at 10:01 pm

    hie ppl...I jst wantd a small favour cn smone help me out in calculating EBITDA, along with its working,  from wipros annual report 2011-2012, link -   http://www.wipro.com/investors/annual-reports.aspx
    ...PLZ plz... i am having a submission tommorow.

    Reply
38. Using Excel for Business Analysis by Danielle [Book Recommendation] | Chandoo.org - Learn Microsoft Excel Online says:

    September 21, 2012 at 8:10 am

    [...] [Related: Introduction to Financial Modeling - 6 part tutorial] [...]

    Reply
39. Arthur D says:

    October 16, 2013 at 9:07 am

    Nice article.

    In designing Excel Financial Models I design the user interface as friendly as possible and structuring the input variables in the workflow of the client's operations so that they can flow through the impact of the input variables in Excel using buttons and macros and giving the model transparency.

    Cheers
    Arthur

    Reply
40. Beginner’s Financial Modeling | consulting toolkit says:

    April 14, 2014 at 5:10 pm

    […] 4) http://chandoo.org/wp/2010/07/21/financial-modeling-introduction/  Chandoo has a great 6 step guide which goes through financial modeling from start to finish. Includes loads of pdfs to download including cheat sheets and case studies. Definitely a good place to start learning how to get to grips with financial modeling and Chandoo is well known for its Excel tutorials so if anything doesn’t make sense about the terms used to talk about formatting etc. then the answer can surely be found elsewhere on the website (and often already has hyperlinks added to skip straight to those sections as they are talked about within the financial modeling article!) […]

    Reply
41. Calculate CAGR (Compounded Annual Growth Rate) using Excel [Formulas] | Chandoo.org - Learn Microsoft Excel Online says:

    May 3, 2014 at 4:09 am

    […] Financial modeling using Excel (6 part tutorial) […]

    Reply
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43. ???????????????? 7 ????????? | Richie's Blog says:

    December 31, 2015 at 2:30 am

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44. Financial Modeling Team says:

    January 5, 2017 at 3:07 pm

    Another step to build any financial model is to do a financial analysis beforehand. This normally helps to design and come up with good projections.

    Reply
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    Reply
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