Financial Modelling Resources
Please help yourself to these free modelling resources. They are divided into two sections, those that are released and those that will be released in the future.
All these materials are made of tried-and-tested logic that Lazuli Solutions has been using for many years.
Points to note:
- Downloadable resources are in the form of an Excel file
- Excel files are in .xlsx format (or .xlsm format if VBA macros are included)
- Download button and help text on each resource can be found on the resource web page
- Download button is a link to a Dropbox folder
resource 4: simplify COMPLEX FORMULAE
How to disentangle complexity.
This resource shows you how to simplify complex Excel formulae into a series of transparent simple formulae.
resource 5: EXCEL NAVIGATION
How to navigate Excel.
This resource shows you Excel functionality that allows you to navigate safely and efficiently around your Excel model.
resource 6: cOLOUR CODING MACRO
How to colour code your Excel model.
This resource gives you an Excel add-in to allow you to quickly and efficiently colour-code your Excel model logic and inputs.
resource 7: copy & paste with vba
How to copy and paste with VBA.
This resource is a VBA macro routine that allows you to copy and paste whole time series in Excel, written to best practice standards.
resource 8: max & min calculations
How to use MIN and MAX formulae.
This resource shows you how to cap and floor values in Excel using MIN, MAX and both together.
resource 9: sumif calculations
How to use the SUMIF formula.
This resource shows you how to sum values from monthly, quarterly or semi-annual time series into quarterly, semi-annual of annual time buckets.
resource 10: vlookup calculations
How to use VLOOKUP.
This resource shows how to use this powerful function to 'flip' values from vertical to horizontal while trapping any possible errors.
resource 11: error trapping
How to error trap in Excel.
This is an important feature to any model where calculations can return error values. Sometimes error values are important results as long as we can handle them properly.
resource 12: building blocks
What are the building blocks of any Excel model?
This resource lists all building blocks that are reusable chunks of logic used to build a financial model in Excel.
resource 13: naming convention
Useful naming convention for Excel modelling.
Here we show you how to name Excel files and modelling line items so that you can avoid repetition and confusion.
resource 14: archiving & filing
This is Event Driven Analysis.
EDA is used to file and archive your Excel work on the computer, so that you and others can safely find and better understand past analysis.
resource 15: model structure
A simple way of understanding structure.
The Tree Analogy is a simple way to understand how an Excel model is structured. It allows you to better organise and structure your models.
resource 16: vba EDITOR OPTIONS
VBA editor colour settings.
These settings will give you a better view of your VBA code by changing the default colours to stronger contrast colours.
resource 17: EXCEL CIRCULARITIES
3 solutions to avoid Excel circularities.
Excel circularities are to be avoided in normal modelling. Here we propose three ways of doing this, with Excel examples and VBA code.
resource 18: VBA GOAL SEEK MACRO
How to code goal seek in VBA.
Goal seeking is a useful functionality in Excel modelling and here we show you how to code this in VBA using best practice techniques.