1.5.1.1 Taskpane
Getting Started
Excel Ribbon Toolbar
To access the Comps Builder Task Pane, navigate to the PrivateMetrics tab in the Ribbon Toolbar of Excel.
Click on the Comps Builder menu item and if you are logged in, it opens up the landing page, where the user can select infraMetrics® Comparables to open the task pane and begin setting up your comparative analysis.
Overview
The Task Pane allows users to create and manage comparative analysis (comps) on financial metrics using InfraMetrics® data. This tool is integrated into Excel and provides a dynamic interface to select metrics, customize filters, and execute queries for detailed financial analysis.
Features
Data Type Selection: Choose between "Equity" or "Debt" to filter the type of data.
Metric Selection: Use the dropdown to select the desired financial metric (e.g., EV to EBITDA, IRR, etc.).
Currency: Select the currency (USD, EUR, GBP) for the chosen metrics.
Date and Age Filtering:
Value Date: Choose a specific date to set a cutoff for the data.
Age: Define the age of data in years or months.
Geography and TICCS® Profile:
Define geographic and TICCS® (Taxonomy of Infrastructure Capital Classification Standards) filters.
Use the "Add more" option to include additional TICCS® pillars or subclasses.
Systematic Risk Profile:
Select factors such as size, profitability, leverage, etc.
Choose between Quintile and Factor Value for each risk factor to filter data more precisely.
Return Value: Choose the statistical operation (e.g., Mean, Median, Min, Max) to apply to the selected data.
Query and Reset:
Query: Executes the query based on the selected filters and displays the results on the Excel sheet.
Reset: Clears all selections and resets the form to its default state.
Step-by-Step Usage
Start: Select "Equity" or "Debt."
Choose Metrics: Click on the "Select Metrics" dropdown to choose from available financial metrics.
Select Currency: Choose your preferred currency from the dropdown.
Set Date or Age: Choose either "Value Date" or "Age" to filter data.
Define Geography and TICCS® Profile:
Click on "Select Geography or TICCS® Pillar" to filter data by Countries or TICCS® classification.
To edit or delete, click the respective icons next to the chosen filter.
Use "Add more" to add additional criteria.
Configure Systematic Risk Profile:
Select factors from the dropdown.
Adjust the settings to use either Quintile or Factor Value for more specific filtering.
Choose Return Value Operation: Select an operation like Mean, Median, etc., from the dropdown.
Execute Query: Click "Query" to generate results.
Reset Form: Click "Reset" to clear all inputs.
Advanced Actions
Editing Selections: Click the pencil icon to modify the existing filters.
Deleting Selections: Click the trash can icon next to each criterion to remove it.
Adding More Filters: Use the "Add More" button to add new criteria for a more refined analysis.
Example Use Case
Steps to compute Comps
Select Metric: EV to EBITDA
Choose Currency: USD
Set Date: Value Date as "Wed Jul 31, 2024."
Apply Geographic Filters: Add "Industrial Activity: Power Generation x-Renewables" and "Business Risk: Merchant."
Set Risk Profile: Select "Size" and adjust using Quintile.
Choose Return Value: Select "Mean."
Execute Query: Click on "Query" to retrieve the data.
If all the data is in order, then the calculated Comp will be displayed in the excel sheet.
This functionality is particularly useful for building comparative analysis models in finance, assessing risk profiles, and making data-driven investment decisions.
Summary
The Comps Builder Task Pane in InfraMetrics® provides a powerful tool for customized financial analysis directly within Excel, offering flexible metric selection, geographic profiling, risk assessment, and sophisticated filtering options. This tool streamlines the process of building comps for more informed financial decisions.
By following the steps outlined above, users can effectively use the Comps Builder Task Pane to enhance their financial analysis capabilities.