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10 Excel Functions

Excel king

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15 views1 page

10 Excel Functions

Excel king

Uploaded by

fyngbvxtnn
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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10 EXCEL FUNCTIONS

YOU SHOULD KNOW


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1. =SUMIFS() 2. =IFERROR() 3. =XIRR()


SUMIFS function adds all of its arguments that meet Use IFERROR function to format your financial Internal rate of return metric is needed to find
multiple criteria. For example, you would use models. The function checks for errors and out the annual growth rate of an investment.
SUMIFS in your financial model to sum up the sales returns the value specified by the user if The higher the IRR, the better the investment
of (1) a specific employee (2) for a specific product. found. The function checks for the following (keeping all other factors the same, of course).
errors: #N/A, #VALUE!, #REF!, #DIV/0!, IRR is good for comparing different investment
#NUM!, #NAME? or #NULL!. opportunities.

Know your IFs, COUNTIFs, AVERAGEIFs and all other IFs too -
after all, financial modeling is just a series of IFs that could
happen in this world.

4. =XNPV() 5. =PMT() 6. =SLOPE() 7. =XLOOKUP


PMT function calculates the payment
Finance is money and we all for a loan based on constant If you’re into investment banking, Lookup functions are a must to
know that money today is payments and a constant interest at some point you’ll have to know for any modeler. They are
worth more than tomorrow. rate. You have to know the present calculate the Beta of a stock, which used to quickly and easily find data
Financial analysts oftentimes loan value, number of periods and means volatility. By using the in a table, for example, to find the
have to calculate the value of the interest rate. PMT, PPMT and SLOPE function in Excel, you’ll find amount sold by an employee, ID
an investment/company/ IPMT functions are needed to figure it easily by using the returns of the number, and thousands of other
project in today’s terms. out annuity loan repayments (e.g. stock and the comparative bench- things.
mortgage) mark index.

Unlike IRR and NPV, XIRR and XNPV functions


allow for payments at irregular intervals

8. =INDEX() & MATCH() 9. =EOMONTH() 10. =SEQUENCE


EOMONTH function finds the last day of the The SEQUENCE function allows you to
Sometimes, XLOOKUP won’t do the job, as it
month after you add a specific number of generate a list of sequential numbers in
can only compare one array with another one.
months to a date. It’s useful for calculating an array. SEQUENCE function works
Index and Match function combination can look
maturity dates or due dates that fall on the great if you need to generate a list of
up values in the whole table - it’s 2 Dimensional.
last day of the month. It also aids in setting up 10,000 numbers in a column.
your financial model.

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