How to Create a Scenario Switch in Excel?
In financial modeling, switching mechanisms are used to toggle between different assumptions, scenarios, or outcomes. In this video, FMI’s Executive Director, Ian Schnoor, CFA, CFM, explains how to make models more dynamic and flexible for analysis and decision-making using switching mechanisms.Scenario Manager Excel
Managing scenarios is a key skill for any advanced financial modeler. In this video, Ian Schnoor, FMI’s Executive Director walks through essential techniques to help you build a flexible, clear, and professional scenarios page, whether you're preparing for the AFM exam or improving your day-to-day modeling.Excel Formulas for Financial Modeling
Unlock the power of Excel in your financial models with this comprehensive guide to key formulas—from scenario switches and lookups to capacity constraints and dynamic text. You’ll learn when and why to use INDEX, OFFSET, CHOOSE, XLOOKUP, and SWITCH for scenario analysis; harness MIN to enforce capacity limits; and leverage CONCATENATE, CONCAT, TEXTJOIN, and the & operator to build clear, automated labels. Each section flows logically into the next, giving you a single resource to master formula-driven modeling.
