Excel for Finance Functions This Excel for finance functions template demonstrates sample calculations using the top 10 most important functions and formulas for finance professionals. Below is a preview of the XNPV function example: Download the Free Template Download CFI’s free Excel template now to advance your finance knowledge and perform better financial analysis. #1…
Bloomberg Functions Spreadsheet This Bloomberg functions spreadsheet contains a list of some of the most common and important functions, keystrokes and shortcuts to know on the Bloomberg Terminal. Below is a screenshot of the Bloomberg functions spreadsheet: Download the Free Template These Bloomberg functions will help you navigate the Bloomberg Terminal more efficiently for grabbing…
Bullet Chart Template This bullet chart template teaches you how to create a bullet chart from scratch to compare actual versus forecasted performance. This is what the bullet chart template looks like: Download the Free Template Bullet Chart is one of the best secret weapons of a world-class financial analyst. The Bullet graph can be used…
Gantt Chart Template This Gantt chart template will help you use Excel to build a project schedule using a bar chart. Below is a screenshot of the Gantt chart template: Download the Free Template Download CFI’s Excel template to advance your finance knowledge and perform better financial analysis. The Gantt Chart is a type of…
Why is it Called a Football Field? The bars look like yard lines on a football field, and hence the name. Also, the graph is commonly used in investment banking, and bankers like sports analogies. Why Use a Football Field Chart? It is used to visually show what the range of values is for a business…
What is a Waterfall Chart? A waterfall chart is a dynamic, intuitive visualization that shows how a series of positive or negative changes impact an initial value, ultimately resulting in a final total. Commonly used in financial analysis, business reporting, and performance tracking, this chart breaks down how specific data points, such as revenue shifts,…
Efficient Frontier and CAL Template This efficient frontier and CAL template demonstrates how to construct a portfolio frontier and CAL line chart to find the optimal portfolio. Below is a screenshot of the efficient frontier and CAL template: Download the Free Template The Efficient Frontier A portfolio frontier is a graph that maps out all…
Charts and Graphs Template This charts and graphs template provides you with 10 different types of charts and graphs used in financial planning and analysis. Here is a preview of the charts and graphs template: Download the Free Template Download CFI’s free Excel template now to advance your finance knowledge and perform better financial analysis….
Common Size Analysis Template This common size analysis template allows you to compare the financial performance of companies in different sizes on the same scale. Here is a screenshot of the common size analysis template: Download the Free Template Download CFI’s Excel template to advance your finance knowledge and perform better financial analysis. Common size…
Cost of Equity Calculator This cost of equity calculator helps you calculate the cost of equity given the risk-free rate, beta, and equity risk premium. This is what the cost of equity calculator looks like: Download the Free Template Cost of Equity is the rate of return a shareholder requires for investing equity into a business. The rate…
