Excel & Modelling Flashcards

1
Q

Change links in sheet (e.g. when copying a sheet from another file)

A
  • Data > Queries and Connections > Workbook Links
  • Select More Commands (…) next to the required workbook > select Change source
  • e.g. link the Excel file to itself
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2
Q

Access settings

A

Alt + T + O

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3
Q

Format as number

A

Shift + CTRL + !

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4
Q

Hide whole Excel file

A

Alt + W + H

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4
Q

Format as date

A

CTRL #

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5
Q

Preferred way to hide columns/rows

A

Grouping

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6
Q

Create group

A

Shift + Alt + Left/Right Arrow

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7
Q

Copy right

A

CTRL + R

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8
Q

Copy down

A

CTRL + D

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9
Q

To copy data from a PDF

A

Use Adobe, hold down ALT, then select with box data, then copy paste

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10
Q

Shift cells around, e.g. push all cells down or up

A

CTRL + “+” or CTRL + “-“

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11
Q

Select e.g. all hardcoded numbers from a couple of cells

A

F5 + Special

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12
Q

blue that banks use?

A

00255

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13
Q

The shortcut to re-calculate all formulae in the current workbook is

A

F9

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14
Q

Keyboard shortcut to save as is …

A

F12

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15
Q

Formula for multiplying a range of e.g. 3 cells with another range of 3 cells and getting the sum of that (i.e. cell 1 * cell a + cell 2 * cell b + …)

A

Sumproduct

16
Q

Which tax rate to use for a company?

A

Look at footnotes for Income Taxes: Reconciliation of statutory tax rate to firm’s effective rate –> This footnote provides a reconciliation that explains differences between statutory tax rate and the firm’s effective tax rate. The reconciliation starts with the federal statutory tax rate and then shows each component of pre-tax income that is not taxed at the statutory rate to derive the effective tax rate

17
Q

Financial analysts need to analyse the components of
deferred tax liabilities and decide, on a case-by-case basis,
whether the tax liabilities are likely to reverse over time or
not. Factors to consider in making this decision are:

A
  • Future tax rates, tax laws and accounting standards
  • Firm’s growth rate
  • Non-recurring items
18
Q

Format for numbers in general

A

“accounting” with no decimal places (there you can also easily add a $ sign if needed)

19
Q

How to unmerge cells

A

Under alignment –> text control

20
Q

How to format e.g. FY21?

A

Format as ‘FY’ yy

21
Q

+/- sign in IS - when to use what

A

To keep it simply: Everything which is positive stays positive, rest with minus-sign

22
Q

how to calculate stub (with formula)

A

=yearfrac(current_date, end_date)

23
Q

Toggle case by using offset function

A

offset(current_cell,$case_number$, 0) –> the 3 case assumptions in rows directly below

24
Q
A