2014
Lynda.com
Rudolph Rosenberg
1h 32m
English
Learn how to analyze the bottom line (or profitability) of your company and identify areas of under- or overperformance with Excel. Rudolph Rosenberg, author of the Financial Analysis series, shows how to use the data your company generates every day to break down your gross margin and operating expenses. He introduces the tools and techniques you can use in Excel to prepare and analyze that data, including PivotTables and the invaluable SUMIF function. Plus, you'll learn to identify and analyze sales and marketing spending, staff expenditures, and productivity separately, so you can get a really clear picture of your data from multiple angles.
Want to learn more about financial analysis? Check out Financial Analysis: Introduction to Business Performance Analysis and Financial Analysis: Analyzing the Top Line with Excel.
Topics include:
Finding data points
Prepping data
Calculating standard cost and gross margins
Analyzing overall gross margin performance
Analyzing individual and overall expenses
Introduction 2m 55s
Welcome 47s
What you need to know 1m 23s
Using the exercise files 45s
1. Analyzing Gross Margin 1h 3m
The basics of gross margin analysis 3m 0s
Finding the data points 6m 9s
Preparing the data 3m 50s
Categorizing expenditures 3m 48s
Allocating costs by category 33s
Calculating standard costs 13m 42s
Using standard costs to calculate gross margin 2m 30s
Adding standard costs to your revenue database 4m 39s
Calculating gross margin 9m 12s
Performing a price/mix analysis 5m 32s
Analyzing overall gross margin performance 5m 57s
The gross margin percentage levers 4m 33s
2. Analyzing Operating Expenses 25m 6s
The basics of operating expenses analysis 1m 53s
Finding the data points 4m 40s
Analyzing overall operating expenses performance 5m 41s
Analyzing sales and marketing 2m 19s
Analyzing nonsales staff expenditures 3m 43s
Analyzing productivity 5m 12s
Analyzing general expenses 1m 38s
Conclusion 36s
Next steps
www.lynda.com/Excel-tutorials/Financial-Analysis-Analyzing-Bottom-Line-Excel/173210-2.html
Download File Size:211.01 MB
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