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20. Things to be done during continuous analysis
All the previous phases describe the analysis process
from the beginning to the end; from filling the basic
information to the feedback request. After you have made
your first feedback request, the continuous analysis is
actually not much different. So all the previous instructions
basically cover also continuous analysis.
Basic routines in analyst's work
However, of course continuous analysis in a way differs
from the starting phase a lot. The main reason is that
you do not anymore have to consentrate so much on learning
to use the Excel model but you can rather focus more on
the actual analysis. You may perhaps perform only with
the following things:
- You dig information about the company and as you find
relevant information, you analyse and share it with
the customers in company forum. Perhaps you also
update your figures in the model correspondingly if
the information is such nature that it affects also
to your estimates.
- You update your model to the database at least every
quarter as new quarter figures are published - or as
often as you feel need to update your estimates.
- You send administrators feedback
requests if necessary => in cases you want your
admin points to be updated based on the improvements
you have made with your analysis.
Couple of things you have to know in the long-run
Year change after annual report
When the company publishes an annual report (usually
in February-March), you should change the year in the
Excel model.
 Instructions
for Year change (in Excel manual)
Some
background information about Year change (in Product
section)
Updating your Excel model to the latest version
We continuously update the Excel model and try to make
it better. When you would like to update your model to
the latest version, you can do it with the following instructions:
Instructions
for updating Excel model
Help pages to be used later
Excel
tutorials
Analyst
Help main page
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