Excel for Finance

How to Calculate the ROI Percentage in Excel – 6 Methods

  The sample dataset contains two columns with Investment Details. Method 1 - Using a Generic Formula to Calculate the ROI ...

How to Calculate Duration of a Bond in Excel (2 Examples)

Microsoft Excel is a powerful program. In addition to this, it is quite easy and handy to operate. Also, productivity and utilization are increasing ...

How to Create a Cash Flow Waterfall Chart in Excel

The Cash Flow Waterfall Chart in Excel is a great feature that allows you to present the cash flows in a smart way. Creating a Waterfall chart has ...

How to Draw a Cash Flow Diagram in Excel (Easy Steps)

Introduction to Cash Flow Diagrams Cash flow diagrams represent cash transactions over time. They’re commonly used in finance, engineering, ...

How to Calculate the GPF Interest in Excel – Easy Steps

What Is GPF Interest? Government or non-government personnel can use the General Provident Fund (GPF) as an excellent savings tool. This is ...

How to Perform Floating Rate Bond Valuation in Excel (2 Cases)

In this article, we will learn to perform floating rate bond valuation in Excel. The floating rate bond pays coupons that vary over their maturity. ...

How to Split Principal and Interest in EMI in Excel: 4 Methods

Method 1 - Calculate EMI Use the PMT function to calculate EMI and then produce the EMI calculator, taking some values. With these values, calculate ...

How to Use Cumulative Interest Formula in Excel (3 Easy Ways)

In finance, banking, or in business, it’s a quite common task to calculate cumulative or compound interest. We can calculate it in many ways. But ...

Perform the Carried Interest Calculation in Excel – 4 Steps

Carried Interest Basics Private equity, venture capital, and hedge fund general partners receive carried interest as a portion of their income. ...

How to Perform Actual 360 Interest Calculation in Excel

Introduction to the 360 Interest Calculation System Actual/360, also known as the 365/360 rule, is the most frequently used method by banks to ...

How to Calculate the Issue Price of a Bond in Excel

This tutorial will demonstrate how to calculate the issue price of a bond in Excel. In Microsoft Excel, you can easily calculate the present value of ...

How to Create a Personal Financial Statement in Excel

Excel is the most widely used tool for dealing with massive datasets. We can perform myriads of tasks of multiple dimensions in Excel. In this ...

How to Create Pro Forma Financial Statements in Excel

In this article, we will create pro forma financial statements in Excel. We will project three years of financial statements for a startup company. ...

How to Prepare Financial Statements from Trial Balance in Excel

Financial Statement Financial statements are essential documents that summarize an organization’s or company’s financial situation. There are four ...

How to Calculate Cash Flow in Excel (8 Examples)

Below is a dataset with 5 Rows: Discount Rate, Year, Investing CF, Financing CF, and Operating CF.  Investing Cash Flow and Financing Cash ...

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Advanced Excel Exercises with Solutions PDF

 

 

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