Primary application case of Excel DuPont analyzer

One 、 Introduce

         DuPont analysis （DuPont Analysis） Is the use of several major Financial ratios To comprehensively analyze the financial situation of the enterprise . say concretely , It is used to evaluate the profitability of the company and the level of return on shareholders' equity , Evaluate the enterprise from the financial point of view The performance of A classic method of . Its basic idea is that the enterprise Return on equity It is decomposed into the product of multiple financial ratios , This is helpful to analyze and compare the business performance of enterprises . This method of analysis was first developed in the United States DuPont Use , Hence the name DuPont analysis .

 

Two 、 Case study  

        1、 Exhibition

 

        2、 step  

         First extract the desired data from the original table （ for example 3 Monthly sales cost ）, The data at this time is not static , Because the filling pie will be used when filling data ;

        The obtained data is equivalent to obtaining the value in the original data under the condition that the row and column conditions are limited , At this time, the function used is index;

        index The first parameter of the function is the range of the cell to be searched ; The second parameter is the row where the data to be searched is located , The third parameter is the column where the data to be searched is located

        The data to be searched is dynamic , So you can't write the row and column numbers directly , So we need to introduce another function match;

        At this point, the row and column numbers found are what the data needs

The formula ：=INDEX($A$1:$G$30,MATCH($I2,$A$1:$A$30,0),MATCH(K$1,$A$1:$G$1,0))

notes ：① Because the selected areas are different , So there will be data deviation , Therefore, it is recommended to directly select all

           ② When determining the line number match A lock is required in the function I, Because the value will change when filling down , And this value is constant

           ③ When determining the column number match A lock is required in the function 1, Because it is filled to the right ;

        Calculation of growth rate ： growth rate =（3 Month of data -2 Month of data ）/2 Month of data

        Format setting

        

 

 

Cell formatting  

 

 

         Get other required data according to the data formula

 

         After the data is established , Reconstruct DuPont analysis table ;

          Select the name and growth rate and copy its value , Then paste selectively ;

        Construct all the data in turn

 

 

          Realize the dynamic change of all data ;

         The root of all data lies in the data obtained from the original table , That is to say, when choosing different months , The resulting data will change ;

        Just make a position change , That is to say 3 The month is variable , Then all the following data will change , the 3 The month is written in dynamic , That is, where the value is equal to the dynamic filter ;