financial analysis

Hi all! This looks like a great forum, first time coming across it and I've got a question. ? I am trying to fill the table on the right with the following information (where there is a red 1, 2 and 3): 1. The ticker of the security here - notice how there are two "ETH" values. I would like...

Hi guys :), Hope you are all well. I have ran into a major issue with my spreadsheet not pulling the correct data, which is meaning my whole spreadsheet is failing now. I am praying someone on here will be able to help me :). If you look at sheet 1 (attached) You can see that row 4 shows all...

Hi Guys :) I am a novice Excel user who is looking to automate my workload to save me time. I am currently working on a financial project for my business and I have attached a screenshot to show what I am talking about. I have my data which gets pulled automatically on the left and then I...

Hi Everyone, I am having real problems calculating values based on certain drop down selections I make. For example, for my business I am trying to calculate the spend per year by selecting a drop down and choosing the year I want to be calculated. I already have the spend data for all the...

Hi Guys, In my current role I have to look at data for a financial year and change it into calendar year data. In my company, a financial year has 13 periods (4 weeks per period) and starts from April each year (e.g. 18P04 = 2018 Period 4). The issue I am experiencing is that with P01 being...

Hi all, quick question. I am looking to calculate the future value (FV) of an investment. I have a lump sum to start with, a known rate of return and I would be making consistent, monthly contributions ($100). However, I would also like to add a large payment once a year into the investment...

Hello, I have a situation that I'm looking for help on a formula that seems to be stumping me. The data that I'm working with are members accounts but what I'm specifically needing to pull is members money market accounts which would be referenced as Item #'s 7, 8, and 10. The two columns of...

I have a price point available with me from 1979 to 2018. I am looking to calculate the rolling return of this years for 1/2/3/5 Years period. Also, This returns I am looking in Percentage terms. Please advice right method

Hi Friends, I need your help. I am learning excel and i have a excel file with few instructions. Can any one able to solve this, & understand me - how we will solve it. it will be a great help. Please find the attached excel(Math-Finance file). I tried to solve but I am not sure ,what i did...

Hi Friends,I need your help. I am learning excel and i have a excel file with few instructions. Can any one able to solve this, & understand me - how we will solve it. it will be a great help. Please find the attached excel(Math-Finance file). I tried to solve but I am not sure ,what i did and...

I Want to spread Agreement months between each Financial Year (31st March in India) , Sample Contract Given below - for example in the first cast Agreement Started in Nov 2016 , So for the financial year Mar 2016 to Mar 2017 we have 4 months and Same concept for all. Someone please help me get...

Hey everyone, I have two difficulties to finalize my Sensitivity Analysis and hope that someone can help me out. This is my simplified basis table: <tbody> Income Statement Forecast NET SALES 4907,7 Number of Stores 368 Net Sales per Store 13,3 Cost...

Hi All, I have a challenging formula I am trying to create. It essentially incorporates a threshold on profitability. Below I've laid out a simplified version of the data I am working with to help illustrate my problem. <colgroup><col><col span="2"><col><col span="6"></colgroup><tbody>...

All, I need some help creating a dynamic formula that calculates a percentage based on when a benefit is supposed to begin. For example, let's say we receive the following data about an "Awesome Benefit" that we will start realizing in Q3 2015. 100% will be realized by end of 2017. <tbody>...

Hi I am running some analytics on a long list of stocks. The idea is to cut out 30 tickers per iteration, run the analytics and copy/paste the results and move on to the next batch. I have about 600 individual tickers so this process will repeat 20+ times. However, I am having difficulties...