Advanced linking
Combining link navigation with link creation to get super efficient
Topic
Financial Modelling Handbook
How to build a three statement financial model from scratch.
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
Core modelling skill 10: How to relocate inputs
Download the reference file to practice the steps below:
To obtain the worked example file to accompany this chapter buy the financial modelling handbook.
The golden rule of modelling that everybody knows is to separate inputs, calculations and outputs.
However, when we are building up the calculations in our model,
Core modelling skill 9: Adding a new work sheet
We always keep a template sheet with the column structure and timeline set up in the model. Whenever we need a new sheet, we will copy this template.
The keyboard sequence to copy a sheet is somewhat laborious. This is one of the few occasions when the mouse is more
Core modelling skill 8: Adding a balance corkscrew
Download the reference file to practice:
To obtain the worked example file to accompany this chapter buy the financial modelling handbook.
Whenever we need to model a balance, we are generally going to use a corkscrew structure. Again, we strive to do things the same way each time, increasing efficiency