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Tips & Tricks for Excel-Based Financial Modeling, Volume I by M.A. Mian

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CHAPTER 5

Data Management

This chapter explains the basics of data management in Excel. It is good to know the basic terminology explained in this chapter. Various data management functions available in Excel will be described with real examples used in financial modeling. In this section, we will show different data sorting functions, AutoFill sequences and formulas, data validation, and creating dropdown menus.

Sorting Data (Single Level)

Excel can be used to sort data in any desired order. Figure 5.1 shows CAPEX and profitability indicators (NPV, IRR and PI) for five projects. The information in Figure 5.1 is currently sorted by Project type. The ranking of these projects can be changed based on CAPEX, NPV, IRR, or PI as desired. The ranking ...

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