Wall Street Prep

Welcome back to the Wall Street Prep Quick Lesson Series!

In the videos below, I'll show you how to integrate scenarios into financial models. We'll do this by building a drop down menu in Excel using data validation and connecting the drop down menu to the scenario analysis using the OFFSET / MATCH function.

Ready to dive in? Before starting the videos below, be sure to download this lesson's Excel model template: OFFSET/MATCH Excel template.

OFFSET/MATCH, Video 1

OFFSET/MATCH, Video 2

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Cindy
Cindy

Thank you for introducing this useful trick!

Dong ji
Dong ji

How come can not open either template or video in China on my phone? Such a pity, really like the materials, maybe can send me through other methods? Many thanks!

Jacob
Jacob

Is there any benefit to using either INDEX MATCH or OFFSET MATCH? Thanks for the videos, very helpful tutorials.

Ali Saleh
Ali Saleh

Great video. If you wanted different "best"/base scenarios (say 10% in year one, 11 in year two and 12 in Year 3) can this formula work without referencing the first sell in the match formula

Ali Saleh
Ali Saleh

Links wont download

Marcellus
Marcellus

Since analysis and forecasting seem to be the foundation on which the model rests, how many different streams of analyses (financial, economic, etc.) are incorporated into the forecast?

Marcellus
Marcellus

How does financial modeling tie in with real time predictive analytics and stock market hedging techniques such as "stop-loss order" etc.?

Gus
Gus

Great Tutorial! Thanks!

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The Wall Street Prep Quicklesson Series

7 Free Financial Modeling Lessons

Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.