About Creating Financial Models

Select the server and database to use. See Accessing Servers and Databases.

Existing users: Select existing model template. See Converting Templates.

Create a template and model (entity) file, and define the model duration time using:

SeeCreating and Opening Model Files.

Define user and group access to other models and items such as dimensions, scenarios, and reports. See Controlling Local Access.

Create or use the provided accounts, and input data. See Working With Financial Accounts.

Project financial results using provided (e.g. growth rate) or custom forecast method. See Forecasting.

Define funding and debt repayment options. See Using Funding Options.

Define tax and valuation options such as shareholder value, dividend discount, and economic profit. See Using Tax and Valuation Options.

Convert international currencies. See Translating Currencies

Apply changes and ensure uniformity in your model using the Entity Change and Assumptions Change Managers.

Insert data from Microsoft Excel into your model using worksheets. See Using Worksheets

Amalgamate multiple models. See Consolidating Financial Models.

Analyze financial models using different scenarios and targets. See Performing Advanced, What If? Analysis.

Use graphs and reports to depict financial data in a variety of formats. See Using Provided and Freestyle Reports and Working with Graphs.