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Excel macros

A macro ‘memorises’ a certain routine or set of steps taken within an Excel financial model. To create a macro, you set Excel to record as you complete a set of actions within your spreadsheet.  This record is retained within the spreadsheet and can be...

Excel modelling extract: dropdown boxes

Dropdown (or combo) boxes are helpful for automating scenarios in financial modelling, and pointing the user to the key section of the model they should vary.   Financial modelling with drop down boxes Here we have a copy of the Excel spreadsheet where we were using...

Conditional formatting

Conditional formatting is useful for highlighting certain results in an Excel financial model.  For example, breaches in financial ratios or bank covenants.  If a financial ratio in the model is breached, then Excel formatting automatically changes so that the key...

Watch window

Sometimes in financial modelling you want to keep a key result or error check in view while you are working.  Perhaps you want to keep an eye on a balance sheet error check, or a key financial ratio while you are modelling.  Perhaps you want to make sure that no step...

Excel data tables

Excel data tables can be used to output results of financial modelling, plotting one key variable against another, showing the impact on the main result. A common example might be plotting the impact of two key inputs (e.g discount rate and long term growth rate) on a...