Financial modelling introduction 3: Logical statements and lookups


Financial modelling is becoming an increasingly important skill in an economic environment characterised by ever more uncertainty: the ability to use Excel to predict what the financial performance and position of a business or venture might look like in the future, depending on particular assumptions and estimates.

Effective use of logical statements is an essential skill required to build a dynamic and flexible financial model. The ability to lookup particular data items is also important and this course covers a number of different ways of doing this.

Learning Outcomes: 

By the end of this course, participants will obtain a greater understanding of:

  • The use of logical statements (IF/AND/OR) to model conditions
  • The use of lookup functionality (V/H Lookup, Match, Index. Offset) to select particular data

Authored by: Dave Marlow

Dave Marlow has a wealth of experience training city professionals in all areas of financial modelling, accounting and financial analysis.

Dave qualified as a chartered accountant with PricewaterhouseCoopers. He then joined the PwC Training Consulting practice, helping PwC clients implement their finance change initiatives with related training programmes.

Dave is the Head of the Financial Modelling area at BPP within Professional Development.

CPD Points: 1

CPD Duration (hours): 1

Access: 12 months from purchase date

Price (excludes VAT): £35.00