Using grouping to see the big picture

Models get big quickly. Grouping can help you and other model users avoid getting lost in the detail

Making "paste value" and "paste format" easier

We often want to "paste values" or "paste formats" into a cell. The native Excel keystrokes are cumbersome, and the ribbon commands are unintelligible.

Advanced linking

Combining link navigation with link creation to get super efficient

Managing import / export marking exceptions

By default, the Quick link macro will add import and export marking, applying whatever colours have been specified in the macro settings. There are times when applying these formats isn't helpful. For example, it's not useful to mark all inputs as exports since by default all

When not to mark imports and exports

On certain sheets it's more distracting than useful.

Why we mark imports and exports

Using formatting to encode meta data in our model

Daisy chains: Why to avoid linking to links

When you are teriffed to delete anything in a model due to #REF explosions, daisy chains may be the cause.

When to copy a link vs when to create a new link

When to create, when to copy, and why they should always be row anchored

Core modelling skill 12: How to track financial model outputs

The output sheet is an essential analytical tool. However, some functional requirements of the sheet require us to "break structure" when it comes to linking. The output sheet presents all live values in Column H. This gives a structured way to easily compare data sets and store multiple

Core modelling skill 11: How to create a quick chart

Download the reference file to practice: To obtain the worked example file to accompany this chapter buy the financial modelling handbook. What's covered in this chapter: * How to create a quick chart using F11 * What you’re looking for in the chart * How to add additional line items