Advance your financial modeling in Excel with five concise video lessons from Ian Schnoor, CFM. You’ll learn to automate text so your narrative updates as assumptions change, simplify and modularize formulas for easier auditing, eliminate hard-coded values by centralizing inputs, navigate large workbooks with efficiency, and jump directly into any precedent cell to inspect calculations with a single click. Apply these techniques to streamline workflows, reduce errors, and build models that communicate insights clearly and adapt seamlessly to new scenarios.
Managing Text in a Financial Model: Sentence Automation
Financial models are not just about numbers. Text automation plays a key role in making models dynamic and insightful. In this video, FMI’s Executive Director, Ian Schnoor, CFA, CFM demonstrates how to efficiently manage text within your financial model, saving time and ensuring clarity.
Watch now to learn best practices and enhance your modeling skills.
How to Avoid Using Long Formulas
Instead of using long complex formulas, link and repeat. This improves readability, reduces errors, and makes collaboration easier. Learn how in this video by FMI’s Executive Director, Ian Schnoor, CFA, CFM.
Checking for Hardcoded Values within a Formula
Hard-coded numbers in formulas can make your model difficult to audit and prone to errors. Using cell references maintains flexibility and transparency.
Watch this quick video by FMI’s Executive Director, Ian Schnoor, CFA, CFM, to learn how to check for hard-coded values in your financial models.
How to Navigate a Financial Model Quickly
Efficient Excel navigation is key to maintaining a seamless workflow in financial modeling. In this video, Ian Schnoor, FMI’s Executive Director, explores shortcuts that help move between worksheets, jump to key inputs, and navigate large models with ease. Enhance your productivity and streamline your modeling process with these techniques.
Navigating to a Cell in the Middle of a Formula
Jump to any cell in a formula instantly and back again! Learn how to navigate complex formulas with ease by jumping directly to referenced cells and back again in this video with FMI’s Executive Director, Ian Schnoor, CFA, CFM.
