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Excel 2007: Financial Analysis

Adding Pivot Table columns to enhance data analysis


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Excel 2007: Financial Analysis

with Curt Frye

Video: Adding Pivot Table columns to enhance data analysis

Pivot Tables enable you to analyze your data efficiently, but some questions can only be answered by performing calculations on the data used to create your pivot table. To perform that type of analysis, you can create calculated fields that summarize pivot table data using a formula. Without calculated fields, you would have to copy the data from your pivot table, paste it onto another worksheet and create the formulas there. That's a pain. It's extra work that you absolutely do not have to go through. Now how to create a calculated field in an Excel 2007 pivot table isn't the most intuitively obvious thing.
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  1. 2m 6s
    1. Welcome
      1m 8s
    2. Using the exercise files
      32s
    3. Disclaimer
      26s
  2. 13m 20s
    1. Separating inputs and formulas
      2m 2s
    2. Avoiding common mistakes
      5m 39s
    3. Tracing formula precedents and dependents
      2m 52s
    4. Evaluating Excel formulas step by step
      2m 47s
  3. 18m 40s
    1. Tracking income and expenses using an Excel table
      3m 29s
    2. Creating a Pivot Table from table data
      3m 36s
    3. Pivoting a Pivot Table
      2m 22s
    4. Filtering a Pivot Table
      3m 11s
    5. Adding Pivot Table columns to enhance data analysis
      3m 5s
    6. Tracking cash flow using a Pivot Chart
      2m 57s
  4. 18m 48s
    1. Reading a corporate financial statement
      6m 1s
    2. Introducing common-sizing strategies for analyzing financial statements
      3m 59s
    3. Creating common-sized income statements
      3m 1s
    4. Creating common-sized balance sheets
      2m 53s
    5. Calculating percentage changes in financial statements
      2m 54s
  5. 8m 12s
    1. Calculating earnings per share
      1m 54s
    2. Calculating return on equity and return on assets
      2m 50s
    3. Calculating gross profit margin and net profit margin
      3m 28s
  6. 6m 19s
    1. Calculating the current ratio and quick ratio
      2m 47s
    2. Calculating the average collection period
      1m 56s
    3. Calculating inventory turnover
      1m 36s
  7. 6m 12s
    1. Calculating the equity ratio
      1m 26s
    2. Calculating the debt ratio
      2m 57s
    3. Calculating the times interest earned ratio
      1m 49s
  8. 10m 58s
    1. Calculating simple interest and compound interest
      3m 36s
    2. Applying nominal versus effective interest rates (APR versus APY)
      3m 21s
    3. Calculating the number of days between events
      4m 1s
  9. 13m 32s
    1. Computing the future value of an investment
      3m 30s
    2. Calculating present value
      2m 29s
    3. Calculating net present value
      2m 42s
    4. Calculating internal rate of return
      2m 24s
    5. Calculating NPV and IRR for uneven input periods (XNPV and XIRR)
      2m 27s
  10. 7m 30s
    1. Projecting future results using the Forecast function
      2m 9s
    2. Performing quick forecasts using the Fill handle
      2m 57s
    3. Adding a trendline to a chart
      2m 24s
  11. 22m 28s
    1. Introducing amortization
      2m 20s
    2. Calculating payments on a fully amortized loan
      2m 21s
    3. Calculating payments on a partially amortized loan (balloon payments)
      2m 4s
    4. Calculating interest and principal components of loan repayments
      5m 32s
    5. Introducing depreciation
      2m 1s
    6. Calculating straight line depreciation
      1m 30s
    7. Calculating declining balance depreciation
      3m 24s
    8. Calculating double declining balance depreciation
      3m 16s
  12. 9m 34s
    1. Introducing bonds and bond terminology
      1m 37s
    2. Calculating a bond's yield
      2m 15s
    3. Calculating the value of zero coupon bonds
      3m 18s
    4. Pricing bonds to be offered to investors
      2m 24s
  13. 23s
    1. Goodbye
      23s

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Excel 2007: Financial Analysis
2h 18m Intermediate Aug 25, 2009

Viewers: in countries Watching now:

Numbers and financial data drives today's business world and Excel 2007: Financial Analysis can help decode this information. The proper understanding of these numbers, and the formulas behind them, can be the gateway to corporate and personal success. Microsoft MVP (Most Valuable Professional) Curt Frye teaches basic fluency in corporate finance, enabling users to see the meaning behind essential financial calculations. Curt explains how to review formulas to ensure they have the proper inputs, and shows how to interpret formula output. He also covers how to calculate leverage ratios and amortization and depreciation schedules, as well as forecast future growth. Exercise files accompany this course.

Topics include:
  • Building a financial worksheet with Pivot Tables Reviewing financial statements through common-sized balance sheets Calculating percentage change over time in financial statements Determining profitability ratios and return on investments Studying liquidity and activity ratios through an average collection period Computing the future value of an investment
Subjects:
Business Data Analysis Finance
Software:
Excel
Author:
Curt Frye

Adding Pivot Table columns to enhance data analysis

Pivot Tables enable you to analyze your data efficiently, but some questions can only be answered by performing calculations on the data used to create your pivot table. To perform that type of analysis, you can create calculated fields that summarize pivot table data using a formula. Without calculated fields, you would have to copy the data from your pivot table, paste it onto another worksheet and create the formulas there. That's a pain. It's extra work that you absolutely do not have to go through. Now how to create a calculated field in an Excel 2007 pivot table isn't the most intuitively obvious thing.

So I'll just show you where it is on the user interface so you can do it later. To create a calculated field, first you select any cell in the pivot table and then on the Pivot Table Tools Options tab of the ribbon, you go to the Tools group and click Formulas and that's where you find the Calculated Field menu item. So click that and you get the Insert Calculated Field dialog box. And what you do here is create a name for your field.

The goal for this field is to calculate a company's revenue as a proportion of the cost of goods sold. So it will be dividing revenue by COGS. So for that one, I'll just call it Times COGS, press Tab and the formula will be equal. And then again, I want to divide revenue by cost of goods sold. So I'll click Revenue, insert that field into the formula, forward slash to indicate division and then I insert the Cost of Goods Sold field.

So there we have our calculated field and everything looks correct. So I'll click OK. The Times COGS field appeared in the Pivot Table Field List and it also appears down here in the pivot table values area. So at present, our pivot table has two data fields. We have the sum of revenue and we then we also have the sum of times cost of goods sold. So I'll remove the Revenue field from the data area for the moment and you can see here, in January 2008, we had a ratio of 17:1 and the data field is currently configured the way it was before to display numbers as a currency or accounting field.

So I'm going to change the data type just to make it easier to read. To do that, you right-click a cell that contains the data that you want to change and click Number Format and from the list of available values, in this case I'll click Number and I'll put two decimal places on it. Click OK and there we have it. We have a ratio of 16.75, which again is different from 17. The rounding got taken care of when we added the decimal points. Calculated fields extends the types of analysis you can perform in Excel, which makes pivot tables even more useful for your financial analyses.

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