The use of a customised form control button, commonly referred to as a macro button, can add another dimension to a financial model’s value to a company. This video focuses on the properties of a Form control button, and in particular the common problem of a macro button moving or re-sizing in a financial model.
Excel Traffic Lights
There are many ways to verify or analyse financial outputs. Clearly all financial outputs must be correct, but the financial analyst must be able to deliver added value via summaries, dashboard and Excel charts. This article and video will focus primarily on Excel Traffic Lights, via Excel Conditional Formatting, in order to improve the analytical demonstration of high-level financial performance
Using Excel Styles for Dynamic Color Formatting
The use of Excel Styles to create dynamic color coding in business planning, is a great way to achieve uniform, robust and seamless color formatting. Once implemented, the spreadsheet user can quickly modify the Style (i.e. fill color), as opposed to cycling through the entire workbook and changing each instance of the color format.
Applying Conditional Cell Formatting in Financial Modelling
The Excel Conditional Cell Formatting tool is a powerful, yet often underutilised tool in financial modelling. The following blog and two videos will outline its value in a financial model.
How to create ordinal numbers using Conditional Formatting in Excel
Here is a great approach to create ordinal numbers, which is dynamic and VBA macro-free. It applies Excel conditional formatting to the required data array. The ordinal number formatting will preserve the integer properties of the relevant data array, and will require a number of rules to be created.