SPECIALISTS IN FINANCIAL MODELLING

Podcast – Excel Tips for Best Practice Modelling

Some of you will know that ever since Indian Excel guru and blogging sensation Chandoo visited Australia in 2012 to run his extremely popular Advanced Excel and Dashboard courses, I’ve been trying to convince him to come back Down Under and run another series.  We are hoping that he’ll find time to make another visit in 2015 and we’ll certainly keep you posted and hope to announce it soon.  He hasn’t agreed to come just yet, but as we were chatting last week, he did talk me to into joining
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Tool Selection: Why do we Use Excel?

We often hear it said that Excel is the “second-best solution” to a problem. There is usually a better, more efficient piece of software that will also provide a solution but we usually default to the “Swiss army knife” of software, Excel, to get the job done.
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Deficit Levy Tax Calculator

If you’re interested in how the new deficit levy will impact your tax in the new financial year, then take a look at our latest Excel Income Deficit Levy Tax Calculator.  Our tax calculators have always been our most downloaded posts on the site and I’m not sure if it’s because you’re all so interested in financial modelling tax tier calculations, or you just want to know how much of your salary goes in tax!

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Improving Excel Memory and File Performance

If you have sluggish Excel models, it might not just be the file size that is slowing things down.  Often it’s the memory being used and when things get really bad, you might even get a “Not enough Memory” or “Not Excelenough system resources to display completely” error message. When you get this frustrating message, the only solution is to close Excel and restart it, so let’s look at some ways to improve the performance of your Excel models.
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Using Excel in the Age of Big Data

We are constantly being told that we are living in the Information Age.  The Industrial Revolution marked the beginning of the Industrial Age and similarly, the Digital Revolution started the Information Age.
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Is a Power Pivot Training Course Right for Me?

Have you even been on a training course and found you were completely out of your depth?  Or have you been on a “advanced” course and discovered that half the participants haven’t a clue and the instructor spends most of the day on the basics?  We want to make sure that this doesn’t happen to you!

If you’re thinking about coming on a Power Pivot training course, then you need to make sure that you have the right skills already in order to get the maximum benefit from your training.

Here are some questions that will help you to determine if this course is right for you:  You should:

  1. Understand and have used Excel’s SUMIF function
  2. Have a working knowledge of filtering data in Excel (e.g. Auto or Advanced Filters)
  3. Know how to deal with multiple criteria (e.g. SUMIFS, SUMPRODUCT or DBASE functions)
  4. Be able to import data from third party databases and / or files (e.g. Access, SQL, MIS systems)
  5. Regularly use, adapt and modify PivotTables
  6. Have created calculated fields in PivotTables
  7. Created and / or modified an Excel Table (a structured reference table, not a data table)
  8. Have access to either Excel 2010 (all versions) or Excel 2013 Professional Plus

Give us a call if you’d like to talk through your options prior to booking on a course.  If you think you’ll need a bit more help, consider booking an in-house private training course for your company.  The consultant will come your offices, and we can go as quickly or slowly as suits your needs.

If you need to brush up on your skills prior to coming on the course, here are some online resources that will help.

Download the Power Pivot add-in here.  There are also some videos you can watch to get you started.

  • Chandoo has a paid online Power Pivot course as well as a lot of free online resources on Power Pivot & Excel
  • To brush up on Pivot Tables, here’s an article from SumProduct.
  • Here’s another one on structured reference tables
  • Take a look at the Free Stuff section.  We have links to free tutorials, and a more                                                                extensive list of other online  resources

There are some amazing resources online – so spend a little bit of time reviewing the content and making sure you’re up to speed with all of the techniques in Excel.  The same goes for any of our Excel-based training courses, not just Power Pivot.  You’ll get a lot more out of your training course!