Author
Released
8/25/2009- 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
Skill Level Intermediate
Duration
Views
- [Voiceover] Hi, I'm Curt Frye, and I'd like to welcome you to Excel 2007 Financial Analysis. In this course I'll identify the most essential calculations and formulas that you will need to perform common financial analysis tasks in Excel. We'll begin by looking at the best way to set up your worksheets and to troubleshoot common mistakes. I will show you how to use special tools in Excel such as Pivot Tables and Excel Tables to organize and analyze data. We'll get you comfortable reading financial statements, then look at techniques for comparing data from the financial statements of different companies.
I will show you how to implement several ratio and interest rate calculations, as well as look at several techniques for predicting future performance, and analyzing bond investments. Financial Analysis in Excel requires a basic knowledge of implementing formulas and formatting data in an Excel worksheet. If you're not familiar with these areas you might want to check out Excel 2007 Essential Training before watching this course. As a Microsoft Most Valuable Professional my goal in this course it to help you unlock Excel's ability to support your work as a financial analyst. Now let's get started with Excel 2007 Financial Analysis.
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Introduction
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Welcome1m 8s
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Disclaimer26s
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1. Designing a Financial Worksheet
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Avoiding common mistakes5m 39s
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2. Analyzing Cash Flows Using Excel Tables and Pivot Tables
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Pivoting a Pivot Table2m 22s
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Filtering a Pivot Table3m 11s
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3. Analyzing Financial Statements
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4. Calculating Profitability Ratios
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5. Calculating Liquidity and Activity Ratios
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6. Calculating Leverage Ratios
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Calculating the equity ratio1m 26s
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Calculating the debt ratio2m 57s
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7. Calculating the Effect of Interest Rates on Loan Repayment
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8. Determining Future Cash Flows
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Calculating present value2m 29s
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9. Forecasting Future Growth
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10. Determining Amortization and Depreciation Schedules
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Introducing amortization2m 20s
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Introducing depreciation2m 1s
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11. Analyzing Bond Investments
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Calculating a bond's yield2m 15s
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Conclusion
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Goodbye23s
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Video: Welcome