Excel SUMPRODUCT in Business Planning

The Excel SUMPRODUCT function is one of the more flexible, powerful and practical tools to compute numbers in business planning. The length and breadth of Excel SUMPRODUCT speaks for itself. This article and video will identify its value in business planning, to perform both aggregation and multiplication of financial variables in a financial model.

Data Group in Excel – Strategic Planning

The Data Group tool in Excel is an important feature to implement in a best practice strategic plan. It is a safer, more intuitive alternative to hiding rows or columns, which will often be overlooked by other model users. For the purposes of strategic planning or financial planning & analysis (FP&A), the Data Group function in Excel will enhance the financial model in a number of ways.

Advanced Waterfall Chart – Dealing with Negatives

This article addresses the needs of an advanced Waterfall Chart, which must chart both positive and negative financial KPIs. The flexibility of Excel and the added complexity required, in order to chart negative numbers in a Waterfall Chart, means there are a variety of ways to chart both positive and negative values.

Reverse HLOOKUP in Excel

This is a follow-up to a similar article on reverse VLOOKUP options. There will be instances where a reverse HLOOKUP, like a VLOOKUP, is required in a financial model. The following feature will outline two alternate approaches, which enable a form of reverse HLOOKUP.