Familiarization Exercise

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Getting Orientated with Exl-Plan > Familiarization Exercise

To become familiar with the basics of Exl-Plan, work through this short familiarization exercise:

1.Load Excel with a copy of Exl-Plan (e.g. TESTPLAN.XLS or WORKPLAN.XLS). This file contains specimen assumptions that can be used for experimentation and, being a copy of the original master file (EXLPLAN.XLS), its assumptions can be safely altered.
2.Take the Quik-Tour (*Exl-Plan Help > Quik-Tour) to get an overview of Exl-Plan and its facilities and layout.
3.Run the cursor across the menu bar - File, Edit etc. and note that Exl-Plan has added several new menus (*Assumptions, *Protection etc.). They are preceded by an asterisk ( * ) for easy identification.
4.Have a look at Quik-Start in the Start worksheet (*Exl-Plan Help > Quik-Start).
5.Click the Sales worksheet tab (or the "MA" toolbar button) to go to the assumptions report for sales forecasts. Note that assumption values (shown in blue) should be entered or altered only within the rectangular, cream, boxed-in areas opposite the green ->> or <<->> arrows. Values shown in black contain formulae and are normally locked (protected).
6.Try adding or changing some of the supplied assumption values for sales and recalculate (use *Tools/Setup  > Calculate All & Check or press the "C" toolbar button) to update all the output reports. Note that Exl-Plan always uses manual calculation instead of Excel's automatic default setting. For more about this see Manual Recalculation.
7.Change some of the Basic Information used in the projections (i.e. start date, format, business name etc.) via *Tools/Setup  > Enter Basic Model Info.

8.Periodically, view the Dashboard at the Dash worksheet to see a summary of the latest projections (*Output  >Dashboard or "Bullseye" toolbar button).
9.Use the *Assumptions menu, worksheet tabs and toolbar buttons (especially "<-" and "-.>") to view other assumption reports. Change assumption values as desired and periodically recalculate with the *Tools/Setup  > Calculate All & Check menu command (or the "C" toolbar button).
10.Check the Summary Textual Summary Report (*Output > Textual Summary) or click the Textual worksheet tabs to see the consequences of changing assumptions. Note that assumption reports contain calculated values as well as assumption values. These values feed into the output reports (income statements, cashflows etc.).
11.Experiment with Exl-Plan's facilities, within the *Assumptions menu for entering series of assumption values across cells within a row. These can be accessed using toolbar buttons (refer to Fast Entry of Assumptions). They enable a user to:
Enter a constant annual assumption.
Enter a value which is increased either arithmetically, geometrically or pro-rata.
Clear a row of assumption values.

Note that they only operate within the rectangular, cream, boxed-in areas assigned to assumption values.

12.Use the “M” and “J” toolbar buttons to mark the cursor's location, visit other locations and then jump back to the marked location.
13.Use menus, worksheet tabs or buttons (on certain sheets and on the toolbar) to view output reports, charts etc.
14.Use Exl-Plan's *Print menus, or buttons to print assumption and output reports.


See also the Online Tutorials on Get the Basics and How to Get Started.

See Also:

Lists of Reports & Charts

Manual Recalculation

Protecting Your Work

Reducing Detail


Zoom Settings

Fast Entry of Assumptions

Exl-Plan’s Toolbar

Freezing Titles

Changing View of Reports

Pasting Data into Word

Very Quick Start

Using Exl-Plan

Guidance on Entering Assumptions

Changing Exl-Plan

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