Project Management Worksheets
Here was a spreadsheet that had been created by someone with a good knowledge of formulas and functions. But... it was not obvious at first glance what to do with it. Do I click on one of these buttons? Do I need to enter some data? Where do I enter the data? On closer examination these were the problems that made it difficult to use: - There was no heading or title. - It was very dense in terms of the number of cells showing on screen. - Ranges of cells were formatted in five different colours. What did it all mean? - Help provided was limited to brief comments in some cells and some of these were in hidden columns. - The sections for data entry and the sections for results were not clearly separated. - Macro buttons were square in shape.
Patterns are good to use if you want to identify an area as defunct or currently not in use. Some use a strikeout on the information already there but a pattern can leave the information fairly easy to read but at the same time provide a kind of "construction area" type look to signify that this information is not currently in use on the spreadsheet. The number options refer to the type of information you re placing in the cell. If you tell Excel that you are entering currency numbers then it will automatically add the dollar sign (or others if using a different currency) and decimal point as you enter numbers.
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This is a great setting when you are adding dates as well because it will place your data into whatever date format you prefer. Formulas Do not be afraid to take advantage of the formula options in Excel. You can make them as complex or as simple as you want or need. A very simple one is the SUM feature that will add a column of numbers for you and provide the total in whichever cell you specify. As the information in the cells changes the sum in the total cell will adjust accordingly. This is a great option for presenting budgetary numbers or inventory type items. There is a formula wizard which will help you string together any number of data sequences and configurations.
In other words there is no cookie cutter approach because each potential investment has different profit and loss drivers. One of the first things to consider is what kind of data you have to work with in your cash flow template Excel spreadsheet. Ideally you re looking for accurate monthly data including income statement items like revenue and operating expenses and balance sheet items like equipment purchases and cash from financing activities. If you have a longer time frame you can go with quarterly periods but annual tends to be too long. After all how can you predict what is going to happen beyond 5 years with any accuracy unless you re valuing an annuity? Next how much detail do you need in your cash flow template Excel spreadsheet at the individual line item level? Is cash from financing sufficient or do you need equity financing debt financing interest earned etc.