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LinkedIn Learning

Excel 2007: Financial Analysis

via LinkedIn Learning

Overview

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Provides a basic fluency in corporate finance, enabling users to grasp the meaning behind the calculations.

Syllabus

Introduction
  • Welcome
  • Using the exercise files
  • Disclaimer
1. Designing a Financial Worksheet
  • Separating inputs and formulas
  • Avoiding common mistakes
  • Tracing formula precedents and dependents
  • Evaluating Excel formulas step by step
2. Analyzing Cash Flows Using Excel Tables and Pivot Tables
  • Tracking income and expenses using an Excel table
  • Creating a Pivot Table from table data
  • Pivoting a Pivot Table
  • Filtering a Pivot Table
  • Adding Pivot Table columns to enhance data analysis
  • Tracking cash flow using a Pivot Chart
3. Analyzing Financial Statements
  • Reading a corporate financial statement
  • Introducing common-sizing strategies for analyzing financial statements
  • Creating common-sized income statements
  • Creating common-sized balance sheets
  • Calculating percentage changes in financial statements
4. Calculating Profitability Ratios
  • Calculating earnings per share
  • Calculating return on equity and return on assets
  • Calculating gross profit margin and net profit margin
5. Calculating Liquidity and Activity Ratios
  • Calculating the current ratio and quick ratio
  • Calculating the average collection period
  • Calculating inventory turnover
6. Calculating Leverage Ratios
  • Calculating the equity ratio
  • Calculating the debt ratio
  • Calculating the times interest earned ratio
7. Calculating the Effect of Interest Rates on Loan Repayment
  • Calculating simple interest and compound interest
  • Applying nominal versus effective interest rates (APR versus APY)
  • Calculating the number of days between events
8. Determining Future Cash Flows
  • Computing the future value of an investment
  • Calculating present value
  • Calculating net present value
  • Calculating internal rate of return
  • Calculating NPV and IRR for uneven input periods (XNPV and XIRR)
9. Forecasting Future Growth
  • Projecting future results using the Forecast function
  • Performing quick forecasts using the Fill handle
  • Adding a trendline to a chart
10. Determining Amortization and Depreciation Schedules
  • Introducing amortization
  • Calculating payments on a fully amortized loan
  • Calculating payments on a partially amortized loan (balloon payments)
  • Calculating interest and principal components of loan repayments
  • Introducing depreciation
  • Calculating straight line depreciation
  • Calculating declining balance depreciation
  • Calculating double declining balance depreciation
11. Analyzing Bond Investments
  • Introducing bonds and bond terminology
  • Calculating a bond's yield
  • Calculating the value of zero coupon bonds
  • Pricing bonds to be offered to investors
Conclusion
  • Goodbye

Taught by

Curt Frye

Reviews

4.6 rating at LinkedIn Learning based on 42 ratings

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