Template Formulation

One of the essential steps in building a good financial model is to build a nice and consistent template. A good template will help you to navigate across sheets faster and also makes the data consistent across sheets, thereby avoiding confusion.

As part of Edupristine’s Financial Modelling course, you will learn how to make a template that makes your model look professional. You also learn various shortcuts that you will be using frequently in your model. Also some of the Do’s and Don’ts that will make your model appealing will also be covered

Described below are some of the best practices of template making. You can also download our model for LinkedIn,Facebook and Zynga and see how effective template has been used there.

Some of the best practices of Template formulation

· Keep your formats consistent

· Separate calculations from outputs

· Do not hard code values, instead use “assumptions” sheet

· Use conditional formatting to highlight relevant stuff

· Use data validation

· Other practices include Rounding off figures, Using the Tool Tip, Avoiding Merge Cells and keeping the Template consistent.

· Uniform colour coding as in blue for historical data and assumptions. Black for calculated data

You can see how all these aspects of template have been taken care in our LinkedIn model from the image below. You can download the entire model below


· To make all the constants in your excel sheet uniformly coloured you select all the relevant cells and then change the font colour. The above task can also be done with an excel shortcut. The steps are as given below

- Press F5

- A window opens up. Select the “special” tab of the window

- You get another window. Check the constants radio button and under it uncheck all other options except numbers

- You should get a window as shown in the image below

- This will select all the constant numbers in your sheet. Then apply the relevant colour scheme


For your practice an unformatted and a formatted excel sheet are attached. Try formatting all the constants in the excel sheet with the above steps

Template Formulation

You can download and see the complete model below. EduPristine’s extensive Financial Modeling course covers template aspect in detail. To know more, quickly write an email to helpdesk@edupristine.com.

Template Formulation

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I am very pleased to have found these courses offered by a recognized, reputable training firm at a great value! Thank you!

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