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Excel 2007: Financial Analysis
Illustration by Neil Webb

Tracking cash flow using a Pivot Chart


From:

Excel 2007: Financial Analysis

with Curt Frye

Video: Tracking cash flow using a Pivot Chart

Pivot Tables are great tools for summarizing large data collections. But sharing hundreds of individual values isn't always the best way to discover trends in your data. Creating a Pivot Chart helps you visualize your data while allowing you to change the data's arrangement within the chart. Now there are two ways to create a Pivot Chart. You can either create a Pivot Table and a Pivot Chart at the same time from the same data source, or you can create a Pivot Chart from an existing Pivot Table. You can't create a Pivot Chart by itself without an underlying Pivot Table. The program just doesn't setup to work that way.
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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

Tracking cash flow using a Pivot Chart

Pivot Tables are great tools for summarizing large data collections. But sharing hundreds of individual values isn't always the best way to discover trends in your data. Creating a Pivot Chart helps you visualize your data while allowing you to change the data's arrangement within the chart. Now there are two ways to create a Pivot Chart. You can either create a Pivot Table and a Pivot Chart at the same time from the same data source, or you can create a Pivot Chart from an existing Pivot Table. You can't create a Pivot Chart by itself without an underlying Pivot Table. The program just doesn't setup to work that way.

You need to have the Pivot Table with its attendent data objects before the Pivot Chart to work properly. If you do want to create a Pivot Table and a Pivot Chart at the same time, you can do so by clicking any cell in your data source, usually an Excel table. And then on the Insert menu, go over to Pivot Table, and you'll notice that the Pivot Table button is separated into two. There is an upper-half and a lower-half. If you click just the upper-half, you will create a Pivot Table, but if you want to create a Pivot Chart, you click the bottom-half, and then click Pivot Chart, and then you can jump in to the procedure as I'll show you in just a few seconds.

But since I already have a Pivot Table on this worksheet, I'll go here, click any cell in the existing Pivot Table, and then again on the Insert menu, you can click the type of chart you want to create. So in this case, I'll click Line to create a line chart. Select the type of chart that I want and Excel creates the Pivot Chart. Now by default, Excel creates the Pivot Chart on the same worksheet as the Pivot Table. So I'll just rearrange things here, there we are. So there is a Pivot Chart and it shows the revenue in thousands of dollars for FirmA in blue, and FirmB in red, over the course of these two years and you can see where the months are delineated along the bottom.

So there is the chart. So when you have a Pivot Chart, you can do all of the things that you can with the Pivot Table, you can pivot it and you can filter it. So if you want to filter a Pivot Chart, then you can select the field from within the Pivot Chart Filter pane, click the Down Arrow, next to the field by which you want to filter, and in this case, we'll go by year, and since we only want to see 2008, we'll clear the 2009 check-box, click OK, and Excel resizes the chart, so that the data you've chosen to display fills the available area.

Once again, the Pivot Chart Filter pane indicates that we have an active filter by placing a funnel icon, as part of the down arrow. So to clear the filter, just click Clear Filter From "Year", and the Pivot Chart returns to its original value. Pivot Charts help you summarize your data visually. Combining the ability to change the Pivot Charts arrangement on the fly with the detailed-oriented analysis in a Pivot Table, you've a powerful tool in your financial analysis arsenal.

There are currently no FAQs about Excel 2007: Financial Analysis.

 
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