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Financial Analysis: Analyzing the Bottom Line with Excel
Illustration by John Hersey

Financial Analysis: Analyzing the Bottom Line with Excel

with Rudolph Rosenberg

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Watch the Online Video Course Financial Analysis: Analyzing the Bottom Line with Excel
1h 32m Intermediate Aug 04, 2014

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Learn how to analyze the bottom line (or profitability) of your company and identify areas of under- or overperformance with Excel. Rudolph Rosenberg, author of the Financial Analysis series, shows how to use the data your company generates every day to break down your gross margin and operating expenses. He introduces the tools and techniques you can use in Excel to prepare and analyze that data, including PivotTables and the invaluable SUMIF function. Plus, you'll learn to identify and analyze sales and marketing spending, staff expenditures, and productivity separately, so you can get a really clear picture of your data from multiple angles.

Want to learn more about financial analysis? Check out Financial Analysis: Introduction to Business Performance Analysis and Financial Analysis: Analyzing the Top Line with Excel.

Topics include:
  • Finding data points
  • Prepping data
  • Calculating standard cost and gross margins
  • Analyzing overall gross margin performance
  • Analyzing individual and overall expenses
Subjects:
Business Data Analysis Spreadsheets IT Business Intelligence
Software:
Excel
Author:
Rudolph Rosenberg

Welcome

Hi. I'm Rudolph Rosenberg, and welcome to Financial Analysis: Analyzing the Bottom Line with Excel. In this course, we'll look at a very practical technique to analyze the profitability of a company, and learn how to identify the sources of under or over performance. To do so, we will be talking about financial concepts necessary to the understanding of gross margin and operating expenses performance.

And learning techniques using Microsoft Excel to gather, prepare and analyze data that every company has access to. Now, let's get started with Financial Analysis: Analyzing the Bottom Line with Excel.

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