2a: Adding a new report - 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

Financial models are created to calculate results – often financial statements, or lists of key metrics for the business or project being modelled. In this video, we show you how to create an output sheet (or “report”) in Openbox.