Excel for Finance

### How to Generate Financial Statements in Excel: 3 Methods

Method 1 - Creating Balance Sheet To create a Balance Sheet, we need to calculate the net balance. The following formula calculates the Net Balance. ...

### Excel for Finance (All Formulas, Tips & Tricks)

Excel for Finance: Knowledge Hub Excel Formulas for Finance Stocks in Excel Time Value of Money in Excel Volatility in Excel ROI ...

### Excel Sales Formula: All You Need to Know

In this article, we will explore several important Excel Sales formulas that can greatly improve your sales analysis and help you to find valuable ...

### How to Calculate Payment in Excel?

In this article, we will demonstrate how to: Apply a direct formula to calculate monthly payment. Use the PMT function to calculate monthly ...

### Excel Formulas for Finance: An Easy Guide

In this article, we will learn 18 frequently used Excel formulas for finance that cover a wide range of financial calculations, allowing you to make ...

### Break Even Analysis in Excel (Calculations and Template)

Let's use the following dataset of sales and costs for a product to conduct a break even analysis. Download Practice Workbook You can ...

### How to Calculate Expected Return in Excel (2 Easy Steps)

Dataset Overview Portfolio management is a crucial activity for corporate finance, and understanding expected returns is essential for investors. ...

### How to Calculate CAPM Beta in Excel: 3 Quick Methods

Method 1 - Calculating CAPM Beta Using Excel Formula Prepare a dataset containing Portfolio Returns (standard returns) and Market Returns data. ...

### How to Calculate Beta in Excel: 4 Easy Methods

Method  1 - Using COVARIANCE & VARIANCE Functions to Calculate Beta in Excel Steps: Go to cell D6, and enter the below formula. ...

### How to Calculate Alpha and Beta in Excel (Easy Steps)

Overview of Alpha and Beta in the Stock Market Alpha and Beta are two important measures used in finance to evaluate the performance of an ...

### How to Calculate Alpha in Excel: 4 Suitable Methods

Method 1 - Calculate Cronbach’s Alpha in Excel Steps: Go to Data >> Data Analysis >> Anova: Two Factor Without Replication and ...

### How to Convert Monthly Interest Rate to Annual in Excel

The article will walk you through two straightforward Excel procedures to convert a monthly interest rate to an annual rate. We'll use the ...

### How to Calculate the Weighted Average Interest Rate in Excel – 3 Methods

The Weighted Average Interest Rate The Weighted Average Interest Rate refers to an average that is adjusted to show the impact of each loan ...

### How to Calculate Tracking Error in Excel: 4 Methods

Method 1 - Make a Dataset with Proper Parameters To calculate tracking errors, we will make a dataset. Method 2 - Determine Active ...

### How to Calculate Historical Volatility in Excel (with Easy Steps)

What Is Historical Volatility? In business aspects, the monetary value of different financial factors (i.e., stocks and currency) keeps fluctuating ...

Advanced Excel Exercises with Solutions PDF