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Financial Modelling Articles

03 October, 2012

Using Excel on a Mac for Financial Modelling & Analysis

The usage of Excel on a Mac is increasing and according to an online poll we ran last month on Linked In, more people are using Excel on a Mac than are still using the old Excel 2003, a gap which is likely to widen. Windows Excel 2013 is being released soon and is already available for preview, although this is unlikely to have much effect on the Windows vs.

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21 September, 2012

Modeloff - The 2012 Financial Modeling World Championships

So you think you can model, hey?  Challenge your friends and colleagues to the very first Financial Modeling World Championships.  Plum Solutions is very proud to support this inauguaral event.

Register here

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11 September, 2012

Which Version of Excel are you Using? Poll Results 2012

Now that Excel 2013 preview is available, I thought it was time to do another poll to see what version of Excel business users are on now.  It's been around 18 months since the last poll on Excel Version Usage, and I was interested to see if there had been more of a shift towards the new versions of Excel.

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28 August, 2012

Using Excel for Business Analysis Book Launch

Using Excel for Business Analysis, the new book by Danielle Stein Fairhurst and part of the Wiley Finance Series was officially launched last week at the book launch party, hosted by Plum Solutions.  The launch took place in a room upstairs at the Exchange Hotel, a quaintly decorated old pub in Balmain.

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07 August, 2012

Sydney Book Launch

We're having a launch party in Sydney to celebrate the release of Using Excel for Business Analysis. and we need your help to celebrate this achievement!  OK, Amazon have not released it yet but it's here in Australia and being used on our worksho

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25 July, 2012

Travel Escapades and "Using Excel for Business Analysis"

If you've been following me on Twitter, or on Facebook you'll have heard about my recent escapades in Singapore and Hong Kong.  You'll also have heard that my new book Using Excel for Business Analysis; a Guide to Financial Modelling Fundamentals has now finally been published!  Although I was delayed 12 hours in Singapore, I finally staggered through customs prou

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04 June, 2012

2012/13 Excel Income Tax Calculator

If you're interested in how to calculate tax tiers in Excel, how to model the impact of changes in tax rates and brackets - or heck, if you just want to know how the tax tier changes affect your pay packet - take a look at the latest Excel Income Tax Calculator from Plum Solutions. 

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26 April, 2012

Invitation - Drinks with Chandoo

2015 UPDATE: For the latest schedule of Chandoo's Australian classes, please see www.plumsolutions.com.au/chandoo 


Chandoo's Excel Dashboard course in Sydney, Melbourne and Brisbane have been immensely popular.  If you have not been able to make his workshop or have missed out on a place, never mind you still have a chance to meet the man himself!  He has arranged to meet up for casual drinks at the following venues:

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17 February, 2012

Five Rules for Building Impressive Excel Dashboards

Dashboard reports allow managers & executives to get a high-level overview of the business in one snapshot. When it comes to making dashboards, Excel is an excellent choice. You can create powerful, insightful and good looking dashboards using Excel, thanks to features like Pivot Tables, Formulas, Charts and simple UI (user interface).
Today, I want to share with you five rules that can make your Excel dashboards impressive.

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03 September, 2011

Should you use Macros in Financial Modelling?

Whilst it’s not necessary to become a super VBA programmer in order to be a good financial modeller, it’s not a bad idea to have a working knowledge of macros - and the language they are built in, Visual Basic for Applications (VBA).   The best sort of financial model uses the simplest tools, and introducing macros to a financial model brings a whole new level of complexity.  For example, users wanting to run your macro will need to their security settings in order to allow macros to run, and if you are u

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24 August, 2011

Are you a Generalist or a Specialist Financial Modeller?

One of the fantastic things about financial modelling is that it is applicable across so many different industries.  Good financial modelling skills will always stand you in good stead no matter which industry or country you are working in!  A financial modelling consultant or generalist will prob

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23 August, 2011

In-house Training versus Public Courses

Considering holding a course in-house?  There are many advantages of arranging an

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08 June, 2011


LOOKUP functions, especially VLOOKUPs are very commonly used in financial modelling – sometimes a little too commonly used!  Knowing when and how to use them – and use them well is a critical skill for any financial modeller.   Let's explore some of the problems with LOOKUP functions and how to make their more robust. 

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07 May, 2011

How Long Does it Take to Build a Financial Model?

Whether you are a consultant building a model for a client, or an internal modeller, you or the person who has commissioned the model build will – understandably – want to know how long it will take.  The answer is never straight-forward, as like many other tasks  it really depends on how long you have got (and there’s never enough time!) and how much detail you need to go into.

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04 May, 2011

Best Practice in Financial Modelling

Whilst not the most sexy topic for a blog article, this is probably the thing that I'm asked most about by clients.  Because many modellers are self-taught, a lot of them don't necessarily adhere to best practice.  Or perhaps they do - but don't realise why they are doing it! I thought it might be helpful to lay out my views on the topic, and as always, I'd welcome any reader input...

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22 March, 2011

Excel Poll Results are in!

Thanks to all of the subscribers who contributed to our ‘Which Excel version are you using?’ poll – results are in, and we have some very interesting feedback! 

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10 January, 2011

Excel School - Second Intake

We got some really great feedback from those who attended Chandoo's online Excel course in September - registrations are opening again on 12th January if you missed out on the last round!

Those who've been following me for a while will know that I'm a big fan of using online resources as much as possible. 

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31 December, 2010

Happy New Year! Which version of Excel are you using?

Seeing as we're now heading into 2011 I'm interested to know which version of Excel most users are on.  It's been a while since any research was done on the topic, so I decided to set up a Linked In Poll to canvass our subscribers on the subject.  I think we'll be surprised to see how many users are still on 2003!

Take the Poll

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