CAGR in Excel: calculate growth and catch the wrong period count
Calculate CAGR in Excel from a five-year revenue series, compare it with the average yearly growth rate, catch the off-by-one period count and convert an annual rate to monthly.
THE FINX JOURNAL LEARN BY DOING
Excel for finance
Make formulas behave the way you intend. Work through references, lookups and the small details that make a spreadsheet reliable.
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Convert text to numbers in Excel without damaging identifiers
Diagnose a total that silently ignores text-stored amounts, convert the amount column with VALUE or Paste Special, and keep leading-zero account codes intact.
NPV in Excel: place the initial investment in the right period
Calculate NPV in Excel from a small project schedule, see why the time-zero payment belongs outside the NPV function, and compare periodic NPV with dated XNPV.
PMT in Excel: calculate and check a loan payment
Calculate a loan payment with Excel's PMT function, keep the sign and rate-period conventions straight, and reconcile every payment into interest and principal.
SUMIF vs SUMIFS: build a checked finance report
Compare SUMIF and SUMIFS on a small invoice ledger: entity and status totals, January date boundaries, silent argument-order zeros and a reconciliation check.
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.