Structuring Excel Models

Many know how to do basic work in Excel. Some know how to build complicated models in Excel. But few know how to structure their models such that the Workbook is easy to follow, update, maintain, and hand over to someone else. Pulling from real-world experience in management consulting and finance, this book is great for Excel users--whether you are a student, professional, consultant, financial analyst, banker, accountant, or an exec that dabbles with lots of numbers.

In this guide that follows the style of Dan Goldfynn's Keep It Simple books, you will learn how to structure your Excel workbook for modeling so that you (or your teams) do not get lost in the messiness of Excel. You will learn how to implement the "separation of concerns" and build your sheets such that it is easy for you to update, maintain, and produce output that can go to presentations and executive reports, and be intuitive for anyone else to take over. Along the way you will also learn how to error check your sheets and build an error index page that can quickly and efficiently show which sheets have problems.

This book presumes you are conversant with basics of Excel. No knowledge of advanced Excel or Macros is required.

Table of Contents

IntroductionSeparation Of ConcernsReal-World InstancesAnatomy Of A ModelManaging SectionsError ChecksNotes On Sample Excel ModelObligatory Top 10ConclusionAlso check out Dan's other "Keep It Simple" books that cover emerging technology and job search