1a: Build a 3 Financial Statement model - Openbox

Course Content

Part 1: Time and your first model

Welcome! This course will show you step by step how to use Openbox. If you haven’t already, you can get a 45 day free trial of the software by clicking the “Download” button at the top of the screen.

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1a: Build a 3 Financial Statement model

1b Standard project finance model

Part 2: Reports

This section of the course shows you how to create and edit reports. Reports are the purpose of the model – the results it produces – and every model needs to have at least one.

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2a: Adding a new report

2b: Importing a whole report structure

Part 3: Calculations

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3a: Instant mode

3b: Instant mode with alt down

3c editing in normal OBX window

3d: Editing a calculation in the preview window

Part 4: Inputs

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4a: Entering inputs

4b: Input sheets and types of input

4c: Entering complex inputs, such as tables or time series

Part 5: Visualizing your model

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5b: Model structure

Part 6: Components

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6a: Finding a component

6b: Importing components

6c: suggesting components

6d: Creating your own components

Part 7: Validating and sending to Excel

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7a: Validating – checking – your models

7b: Sending the model to Excel

Advanced topics

This section covers more advanced topics, such as creating a portfolio of assets using arrays, editing the model once it has been created in Excel, and so on.

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A1: Portfolio of assets

Course completion

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Get your certificate

Introduction to Openbox

About Lesson

In this first session, we see how to get started with a basic three financial statement model. You’ll see the profit & loss, balance sheet and cashflow statements, and see how within a few minutes you can have a spreadsheet model to review.

We’ll cover specifically time within models, as that’s such an important part of any financial model.