SPECIALISTS IN FINANCIAL MODELLING

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...

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...

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 ps...

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...

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...

Happy Leap Year with the EOMONTH Function

As the last day in February in a leap year, today we have an extra day in the calendar.  Those who are on a fixed monthly salary are complaining that they are not getting paid for today, but I do hope you are enjoying your day anyway, as this is something that only...

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...

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...

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...

Which LOOKUP?

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...