VLOOKUP practice: three finance exercises with worked answers
Practise VLOOKUP on a fictional fee ledger: exact matching, a copied formula that breaks and a missing client — with worked answers and checks.
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Working capital schedule: forecast receivables, inventory and payables
Build a three-year operating working capital schedule from DSO, DIO and DPO drivers, check the cash-flow sign of each change and catch a payables forecast on the wrong base.
XLOOKUP vs INDEX MATCH: choose and check your budget lookup
Compare XLOOKUP and INDEX MATCH with the same Excel budget example. Check exact matches, missing IDs, two-way lookups and workbook compatibility.
Excel for finance: learn the skills by building a budget report
Learn Excel for finance through a practical skills sequence and a checked budget report. Use SUMIFS, copied references, variance analysis and source reconciliation.
Comparable company analysis: build a peer set and valuation range
Build a trading-comps example in Excel: select peers, calculate EV/EBITDA, handle a loss-making company and bridge enterprise value to equity value with checked answers.
DCF model example: build cash flow, terminal value and equity value
Build a five-year DCF model in Excel with checked formulas, a terminal-value timing fix and a sensitivity table. Follow the bridge from enterprise to equity value.