Business Analysis with Microsoft Excel

by Carlberg, Conrad

• ISBN13: 9780789759580
• ISBN10: 0789759586
• Edition: 5th
• Format: Paperback
• Copyright: 2019-03-22
• Publisher: Que Publishing

Summary

Gain Deeper Insights, Make Smarter Decisions, and Earn More Profits

It’s time to put the full power of Excel quantitative analysis behind your management decisions!

Business analysis expert Conrad Carlberg shows you how to use Excel to perform core financial tasks all managers and entrepreneurs need to master: analyzing statements, planning and controlling company finances, making investment decisions, and managing sales and marketing. Carlberg helps you make the most of Excel’s tools and features in everything from business case development to cash flow analysis.

Becoming an Excel expert has never been easier. You’ll find crystal-clear instructions, real-world examples, insider insights, step-by-step projects, and much more. It’s all complemented by extensive web-based resources, from sample journals and ledgers to business forecasting tools.

·         Get more insight from income statements and balance sheets

·         Manage current assets and value inventories

·         Summarize transactions from journal to balance sheet

·         Analyze working capital, cash flow, statements, and ratios

·         Optimize budgeting and planning cycles

·         Make more accurate and useful forecasts and projections

·         Measure product or service quality

·         Plan investments, set decision criteria, and perform sensitivity analyses

·         Analyze profits, pricing, costs, contributions, and margins

·         Make better decisions in uncertain conditions

·         Understand and maximize the value of fixed assets

·         Efficiently import and export business data

·         Use Excel and Power BI to analyze data from QuickBooks or other sources 

Author Biography

Conrad G. Carlberg is president of Network Control Systems, Inc., a software- development and consulting firm that specializes in statistical and database applications. He holds a PhD in statistics and is a many-time recipient of Microsoft’s Most Valuable Professional (MVP) award. He lives near San Diego, California.

Table of Contents

Introduction
Part I: Analyzing Financial Statements

Chapter 2 Power BI: An Overview
Chapter 3 Balance Sheet: Current Assets 
Chapter 4: Valuing Inventories for the Balance Sheet 
Chapter 5: Summarizing Transactions: From the Journals to the Balance Sheet 
Chapter 6: Working Capital and Cash Flow Analysis 
Chapter 7: Statement Analysis
Chapter 8: Ratio Analysis 
  

PART II   Financial Planning and Control

Chapter 9: Budgeting and Planning Cycle
Chapter 10: Forecasting and Projections 
Chapter 11: Measuring Quality 

PART III   Investment Decisions

Chapter 12: Examining a Business Case: Investment
Chapter 13: Examining Decision Criteria for a Business Case
Chapter 14: Creating a Sensitivity Analysis for a Business Case 
Chapter 15: Planning Profits 
Chapter 16: Making Investment Decisions Under Uncertain Conditions 
Chapter 17: Fixed Assets 

PART IV  Sales and Production Analysis

Chapter 18: Importing Business Data into Excel 
Chapter 19: Exporting Business Data from Excel 
Chapter 20 Using Excel 2016 and Power BI to Analyze QuickBooks Data
Chapter 21: Analyzing Contributions and Margins 
Chapter 22: Pricing and Costing