Excel for Finance Archives

5 Advanced Excel Techniques for Financial Modeling

Oct 29, 2024

This post will show 5 advanced techniques for financial modeling.

5 Advanced Excel Techniques for Financial Modeling

How to Generate Financial Statements in Excel: 3 Methods

Jun 27, 2024

Method 1 - Creating Balance Sheet To create a Balance Sheet, we need to calculate the net balance. The following formula calculates the Net Balance. ...

How to Generate Financial Statements in Excel: 3 Methods

Excel for Finance (All Formulas, Tips & Tricks)

Aug 6, 2024

Excel for Finance: Knowledge Hub Excel Formulas for Finance Stocks in Excel Time Value of Money in Excel Volatility in Excel ROI ...

Excel for Finance (All Formulas, Tips & Tricks)

Excel Sales Formula: All You Need to Know

Jul 7, 2024

In this article, we will explore several important Excel Sales formulas that can greatly improve your sales analysis and help you to find valuable ...

Excel Sales Formula: All You Need to Know

How to Calculate Payment in Excel?

Jul 6, 2024

In this article, we will demonstrate how to: Apply a direct formula to calculate monthly payment. Use the PMT function to calculate monthly ...

Excel Formulas for Finance: An Easy Guide

Jul 7, 2024

In this article, we will learn 18 frequently used Excel formulas for finance that cover a wide range of financial calculations, allowing you to make ...

Excel Formulas for Finance: An Easy Guide

Break Even Analysis in Excel (Calculations and Template)

Jun 14, 2024

Let's use the following dataset of sales and costs for a product to conduct a break even analysis. Download Practice Workbook You can ...

Break Even Analysis in Excel (Calculations and Template)

How to Calculate Expected Return in Excel (2 Easy Steps)

Jul 18, 2024

Dataset Overview Portfolio management is a crucial activity for corporate finance, and understanding expected returns is essential for investors. ...

How to Calculate Expected Return in Excel (2 Easy Steps)

How to Calculate CAPM Beta in Excel: 3 Quick Methods

Jul 5, 2024

Method 1 - Calculating CAPM Beta Using Excel Formula Prepare a dataset containing Portfolio Returns (standard returns) and Market Returns data. ...

How to Calculate CAPM Beta in Excel: 3 Quick Methods

How to Calculate Beta in Excel: 4 Easy Methods

May 19, 2024

Method 1 - Using COVARIANCE & VARIANCE Functions to Calculate Beta in Excel Steps: Go to cell D6, and enter the below formula. ...

How to Calculate Beta in Excel: 4 Easy Methods

How to Calculate Alpha and Beta in Excel (Easy Steps)

Jul 12, 2024

Overview of Alpha and Beta in the Stock Market Alpha and Beta are two important measures used in finance to evaluate the performance of an ...

How to Calculate Alpha and Beta in Excel (Easy Steps)

How to Calculate Alpha in Excel: 4 Suitable Methods

Jun 2, 2024

Method 1 - Calculate Cronbach’s Alpha in Excel Steps: Go to Data >> Data Analysis >> Anova: Two Factor Without Replication and ...

How to Calculate Alpha in Excel: 4 Suitable Methods

How to Convert Monthly Interest Rate to Annual in Excel

Aug 4, 2024

The article will walk you through two straightforward Excel procedures to convert a monthly interest rate to an annual rate. We'll use the ...

How to Convert Monthly Interest Rate to Annual in Excel

How to Calculate the Weighted Average Interest Rate in Excel – 3 Methods

Aug 8, 2024

The Weighted Average Interest Rate The Weighted Average Interest Rate refers to an average that is adjusted to show the impact of each loan ...

How to Calculate the Weighted Average Interest Rate in Excel – 3 Methods

How to Calculate Tracking Error in Excel: 4 Methods

Jun 2, 2024

Method 1 - Make a Dataset with Proper Parameters To calculate tracking errors, we will make a dataset. Method 2 - Determine Active ...