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6. Navigation Tips for Models
Navigating valuation models can be difficult as they grow. This lesson shows you a very useful tip that makes navigating models much easier.
Improving model navigation
- If you hide each model section underneath its heading, navigation becomes very easy
- To hide a section, first group all of the rows within that section
- Then hide / unhide the section as needed using keyboard shortcuts
SHIFT + Spacebar: Select entire row
SHIFT + →: Select next cell
ALT + A , G, G: Group selected rows
ALT + A , H: Hide group
ALT + A , J: Show group
As we saw in the previous lesson, our model is getting quite long and we need to scroll up and down the page quite often to access different parts of the model. To improve navigation, we can implement a simple trick that hides each section of the model under its heading. Let's start with Revenue projections and I'll select the row underneath Revenue projections and the remaining rows in that section.
And then I'll group these rows with Alt, A, G, G.
If I now want to hide these rows, I simply use the shortcut Alt, A, H.
And if I want to show this content again, I use the shortcut Alt, A, J.
These buttons can also be accessed in the Outline section of the ribbon.
Let's now minimize our Revenue projections with Alt, A, H, and group and hide the Expense projections, as well. So again, I'll select the row underneath and the remaining rows in the section and then Alt, A, G, G, to group and Alt, A, H, hide.
And off-camera, I complete the same action for the Operating statement, where I calculate my net operating income.
Now our evaluation model is much easier to navigate. When I want to access a particular section of the model, I simply navigate to the row underneath, say the Expense section, and press Alt, A, J. And this allows me access any section of the model from the same screen.
This technique becomes even more useful for much larger models that can run into hundreds of rows.