Excel

Hi, I have purchased the 13 cash flow forecasting course by WSO. On the personal cash flow forecast there is a formula to allocate expense in the correct weekly time period. No matter what I do with cell refencing, It seem to not be pulling values through, any ideas why? =IF(AND('Assumptions...

04 Mar 2023

So, I made what has to have been the nerdiest purchase of my life the other day and grabbed myself a Logitech MX Master 3S mouse. For the uninitiated, this is a mouse with a built-in thumb wheel for horizontal scrolling and customizable buttons that you can assign Excel shortcuts to (discussed at...

10 Feb 2023

I keep pasting stuff from excel into power point and I choose "keep source formatting" but I still need to reformat in PPT. Its frustrating because everything is formatted so nicely in excel but PPT it gets all messed up. Do you guys embed? What are your methods?

07 Feb 2023

Do you guys think it is more efficient to build the charts,tables and graphs you will use on ppt in excel or in ppt itself?

30 Jan 2023

At its simplest, this ought to be: balance brought forward +drawdown -repayment +interest = ending bal The concept of repayment is that you never model more repayment more than the amount of loan that is accrued in that period. So if you have capability to repay $1m, but the loan /drawdown during...

26 Jan 2023

Hello to all I am new to this community so I wanted to ask the more experienced people here where I can get my hands on a basic wealth management/net worth management template on MS Excel. I am looking for nothing advanced or sophisticated. Just a basic sheet would do. I hope you can help. Thanks.

19 Dec 2022

Looking to apply to LaSalle Debt and Special Situations team in London as an Analyst. Does anyone have any knowledge on what level of modelling they require and what they include on their modelling tests? Thanks!

24 Nov 2022

Let's say your company is hiring for an Analyst position. As part of the interview process, as is customary, you give the top handful of candidates a modeling case study in Excel. Here is my question... Would you view it positively, negatively, or neutrally if a candidate reformatted the raw data...

21 Nov 2022

Hey guys Thought this could be a relevant topic. I have a pretty decent computer, less than a year old and pretty good specs, 32GB ram. It is such a pain to run through my model, its laggy and takes like 3 minutes to iterate after every save. the workbook statistics are Sheets: 15 Cells with Data:...

14 Nov 2022

what does "management ebitda" mean? have seen that come up a few times. is that just the same as reported ebitda? and not adjusted ebitda? thanks so much team!!

08 Nov 2022

Does anyone have any tips to model even faster? Any lesser known pro tips you've discovered, e.g., for modeling tests? I'm already using all the alt- keyboard shortcuts of course, and I'm completing most of my practice tests fast enough but would love to have more time to spare / check my work

30 Oct 2022

hi team - is this possible? looking at a balance sheet of a PE backed portco (recently acquired) and trying to figure out what the purchase price was. long-term debt is $200M Total stockholder equity is $500M.... of that $500M, $10M is common stock and $490M is additional paid-in capital To back...

19 Oct 2022

Good evening everyone! This is my first post on WSO. I'm currently a freshman at the Kelley School of Business at Indiana University. Coming here, I thought investment banking was going to be a niche interest - but boy was I wrong. It seems like everyone and their mother wants to become a banker and...

04 Oct 2022

I'm currently a full time carer but with over 30 years of IT experience. I'm looking to reskill for when I can rejoin the world of work and this looks like a really useful course to get some Excel skills.

12 Sep 2022

Anyone know any good excel formatting classes? Not looking for modeling/data analysis classes. A class that focuses on presenting information clearly and how to make charts pop. Thanks!

09 Sep 2022

Saw this claim in the CFI FMVA course wasn't sure if its true. Regardless, how important is it really to know how to use excel with just keyboard shortcuts? Does it improve efficiency that much or is it just a flex to be able to not touch your keyboard?

20 Jun 2022

hi guys - what exactly is the difference here? is whitespace a subset of TAM? so if TAM is $1B, whitespace might be $100M that's actually serviceable to a Company? from what i understaND, TAM is the total revenue opportunity assuming 100% market share. so is whitespace the portion of that pie that...

15 Jun 2022

The question that always lingered without anyone finding the solution: NPV does a limited function of XNPV IRR does a limited function of XIRR Why has Excel not got rid of NPV / IRR function? Are they useful for anything?

13 Jun 2022

Previously worked in RE IBD where Macabacus was king. Currently working in London at a real estate fund, dynamic role across various asset classes and strategies in the cap stack, but the IT department not allowing me to run external programs, so stopped using since moving. Just found WST Macros...

01 Jun 2022

Hello everybody, I have to change my laptop and was intent on buying a Mac Air 13 M1, for reasons I am not here to list. However, one thing I wouldn't want to give up is the flexibility and operability of Excel. I have recently joined an M&A boutique where I certainly have a computer running on...

25 Apr 2022

hi everyone - is ARR listed out somewhere on financial statements for public cos? i only see total revenue. is there a way to look at 10-k, 10q, etc. and figure out ARR if it's not explicitly stated? thanks so much!

04 Apr 2022

All - we're looking at a student deal that has rents broken out by the bed, I'm looking to condense it into a by the unit rent. I have unit #', market rents, and actual rents. Any ideas for combining the by-the-bed rents into one unit rent? (Each of the units is split differently (1, 2, 3, 4,...

31 Mar 2022

Hi guys. Easy questions below. 1. what's the difference between annual recurring revenue and run rate? Aren't these basically the same? 2. I don't understand when I'm looking at a CIP when they say "projecting 2023 run rate revenue of $10m." Why wouldn't you just say 2023 revenue of $10m? Run rate...

24 Mar 2022

Hey all, As an analyst, there's a natural expectation that the work you produce be error-free (or as devoid of errors as possible) As I've done my own models/looked at others, I've realised that there are occasional issues that have an impact on output e.g. formulas don't reference the right cells,...

18 Mar 2022

hi team... 1st scenario: assume I am a buyer assessing a potential target. this potential target had a recent financing round and you can see both the pre and post money valuation from the round... which metric (pre or post) would be more relevant for helping me, the buyer, determine how much i...

18 Mar 2022

What are the optimal excel settings / options when setting up a fresh computer? Some standard ones: Ensure Iterative Calculations are set to "Automatic except for data tables" & Maximum Iterations set to 100 (Should be default) [

21 Feb 2022

hi guys. doing an LBO right now and trying to understand some things. in my example, it seems as though equity purchase price = EV. what about debt, cash? are there some basic mechanics / concepts I'm not understanding here? thank you very much

17 Feb 2022

hey guys - what's the difference between financeable EBITDA and.... non financeable EBITDA? and what are the differences in the calcs? been reviewing some buyside / LBO / lender model materials and keep seeing this term "financeable ebitda" thanks all!

16 Feb 2022

hi team. i'm looking at an EBITDA bridge right now and I am confused. on the lefthand side, we start with Q3 2020 LTM EBITDA. On the far right side, the bridge ends at full year 2020A EBITDA. In between obviously there are a bunch of steps. How can you bridge from Q3 2020 LTM EBITDA to full year...

15 Feb 2022

looked into the forum but didn't see a thread about this (might have missed one so sorry if its a repeat post). Trying to break into IB and so teaching myself financial modeling. Taking the WSP courses and they talk up their "Boost" toolkit for excel which is no longer available. Anyone know of any...

19 Jan 2022

Why do investment banks still use Excel for modeling? What are the current tools to build pitchbooks and presentations?

09 Jan 2022

I am preparing for a Super Day at a small boutique bank in the rocky mountain area. Their Super Day consists of 45 minutes to present the case study. 45 minutes for lunch, and a 30 minute Excel assessment. Being that the Excel Assessment is only 30 minutes, what should I prepare for so that I can be...

09 Jan 2022

Does anyone know if you can / how to reference a a number from cell A into a string of text in cell B? Example: Cell A has: 7% We want Cell B to reference that number in the middle of a sentence, ie: The cap rate used is 7% (Cell A). So that any time the number in Cell A is changed it'll update in...

03 Jan 2022

Hey y'all! Would anyone please assist with this issue I've run into? Is it possible to compare text strings in two different cells within Excel? Pretty much I want Excel to compare text strings in two separate columns and check if the values match up - think strings like "Timmy, Bob, John" and in...

09 Dec 2021

I recently saw an excel IG account that had a lot of excel basics... was wondering if anyone knew any accounts marketed more for higher level users (i.e. one for people looking to get into IB/PE). I would love to learn more macros and keyboard shortcuts and think that an account like that could help...

05 Dec 2021

Anyone here use the Lambda function in excel? If so, what are your favorite examples that have been your "works of art"? Have you created your own functions under the Name Manager tool? Show off your wizardry!

28 Oct 2021

I'm finally making the switch from Mac to a PC, as I'll be using excel extensively in IB -- wanting to make it easier on myself with shortcuts. Does anyone suggest a PC laptop they prefer? Something a bit light or at least not super large. I like to carry my laptop around. I've been out of the PC...

28 Oct 2021

I want to know if people in the community would be interested in a really tactical guide and example of what modeling looks like on the buyside. Before I joined the buyside five years ago, I was very intimidated by the unknown and especially by financial modeling. What did modeling look on the...

15 Sep 2021

Hey Everyone, I came across a Reddit post containing a great financial modeling platform and just wanted to share it with the rest of you. You can find the post by searching up modelmaster on the Financial Careers subreddit or searching the title "Hands on Financial Modeling Practice (Free for...

12 Aug 2021

I need to practice and improve the logic around how I structure models with large amounts of disorganized data, particularly when drilling down into customer cohort data. Can I get some recommendations? I didn't come from an IB background, more the BD side of Corp Dev, so my modeling skills aren't...

07 Aug 2021

I have an Excel test for an Analyst position in a Structured Finance team at a Credit Ratings Agency tomorrow. Does anyone have any idea what I can expect?

01 Aug 2021

Hi All, I have been working in IB PE industry from 2020. I have been using Windows specifically Razer Blade for most of my work. But currently I'm interested in buying M1 mac for battery life and performance Usage:Mostly excel - LBO, VBA some RE and Presentations in Power Point. Research thesis -...

28 Jul 2021

Scored an investment analyst interview at a mid sized VC fund. I have experience in building a 3-statement model and DCF in my corporate finance stint. Any resources where I can practice a 1+ hour financial modeling test online? Even better if there are solutions available to check my work

28 Jul 2021

Hi Guys, I was hoping someone could help me with writing my formula for rental growths. I have a Y1 price per sqft. with Y1, Y2, Y3 growth rates alongside varying occupancy rates. I am trying to project out monthly cashflows but have now confused myself on how to proceed... I was doing =SUM(Rent Psf...

27 Jul 2021

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17 Jul 2021

I'm doing training for deal advisory internship rn, doing ib internship this next winter also. We're watching an Excel tutorial and the guy is only using keyboard shortcuts to do everything. Is it really that necessary to use the shortcuts? Does it save you that much time in IB grinding endless...

17 Jun 2021

All - I'm working on valuing/developing a model for institutional-sized multi-family deals. I need to create a formula that pulls the average rent for the 5 most recent leases signed for that given floorplan. For example for 1BD/1BAv1 I need to find those floorplans and then find the 5 most recent...

16 Jun 2021

i am a first year analyst who just started at a middle market bank and am struggling with excel. i didn't have an internship and thought i was decently familiar with excel, but have started the job and feel behind compared to other fy analysts. are there any resources/courses i can use to catch up?...

07 Jun 2021

Have been working on a website called Grabsheet (www.grabsheet.com) for the past several months with some friends who currently/did work in finance. We now have a few hundred users and have been getting some great feedback so far. Background: We noticed that a decent amount of our time initially...

29 May 2021

Does anyone have any guidance on building an attribution model (MCTR)? Keep getting caught up in the formulas and can't figure out how to build this out.

21 May 2021