Section completion checklist
We will pick up more errors if we do small reviews frequently.
Topic
Financial Modelling Handbook
How to build a three statement financial model from scratch.
Wiring up the financial statements
Connecting the 3 statements is a useful first step in building the model.
Checking the timeline of our model
It's important to sort out the timeline early in the model build process as it can be painful to change it later.
Always have a hypothesis
We are sense making creatures. This can lead us to tell ourselves stories about results we see in our models.
What is this model for?
Before you begin any financial model build, make sure you know the purpose of the model.
Case study
Aurelius Power Solar acquisition
Part 4: We're ready to start building a model
A note on how this section of the book works.
How to add a sparkline to any calculation with a single keystroke.
With sparklines, it's possible to have a "mini-chart" next to every key line item.
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.