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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Intro
00:55
1a: Build a 3 Financial Statement model
04:21
1b Standard project finance model
06:57
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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Intro
00:50
2a: Adding a new report
04:12
2b: Importing a whole report structure
02:12
Part 3: Calculations
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Intro
00:19
3a: Instant mode
06:20
3b: Instant mode with alt down
01:54
3c editing in normal OBX window
04:22
3d: Editing a calculation in the preview window
03:23
Part 4: Inputs
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Intro
00:22
4a: Entering inputs
02:30
4b: Input sheets and types of input
03:16
4c: Entering complex inputs, such as tables or time series
01:10
Part 5: Visualizing your model
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Intro
00:39
5a: Focus mode
02:58
5b: Model structure
03:53
Part 6: Components
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Intro
00:55
6a: Finding a component
02:29
6b: Importing components
03:55
6c: suggesting components
01:10
6d: Creating your own components
03:37
Part 7: Validating and sending to Excel
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Intro
00:42
7a: Validating – checking – your models
02:36
7b: Sending the model to Excel
01:58
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
00:00
Course completion
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Get your certificate
00:00
Introduction to Openbox
About Lesson

Instant mode is designed to be the easiest starting point to building models in Openbox for spreadsheet users. It lets you work directly in the spreadsheet, but using all the power of Openbox to automate the boring parts of modelling.

Join the conversation
Angela Collins 11 months ago
At about 06:08 you expand the [Senior debt covenant breached] box. I can't see how you did this. Is there a short cut? (I've clicked around the box but can't find anything to double-click!)
Reply
Iain Morrow 11 months ago
Apologies for the confusion. Ctrl+Shift+H or click "View" then "Show icons"
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