SPECIALISTS IN FINANCIAL MODELLING

Why I use Excel

Excel

I’ve been consulting, writing, training and speaking about the use of Excel for analysis, building financial models, budgets and dashboards for many years now and I’ve lost count of the times I’ve been contacted by software providers who’d like “my opinion” on their new software or add-in to Excel which is so much better than plain or, as I like to call it, “vanilla” Excel. Seriously, I get messages about this All. The. Time. So I thought I’d sit down and explain my views on why I stick to Excel.

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Sensitivities, Scenarios, What-if Analysis – What’s the Difference?

Financial ModellingScenario analysis, sensitivity analysis and what-if analysis are very similar concepts and are really only slight variations of the same thing. All are very important components of financial modelling – in fact, being able to run sensitivities, scenarios and what-if analysis is often the whole reason the model was built in the first place.

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Excel Summit South Recap | Dashboard Webinars

I’m just back in the office after attending Excel Summit South here in Sydney last week and I’m still processing it all. For the past few years, some of the Excel MVPs from around the world do a tour Down Under and tell us all about the cutting edge features of our favourite software:) MVP stands for Most Valuable Professional awarded by Microsoft to just a handful of professionals in recognition for their contributions to the Excel community. It’s just a fantastic experience to have two full days surrounded by these experts of the industry. I had a great time catching up with old friends, and making new ones.

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Should Finance People learn Power BI?

Should people working in finance, such as financial modellers bother to learn Power BI? Whilst not a modelling tool, Power BI is incredibly useful for preparing, crunching and presenting data and there’s no doubt that Microsoft is truly committed to its place in the market with the speed and frequency of updates and feature improvements. 

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Budget vs. Actual analysis in Power BI – Webinar Recording

Watch the recording of this live webinar as we learn how to create a multi-dimensional model for your budget vs. actual performance data and how to create interactive reporting on it. Compare retail performance of Appraisal Owls (fictional company) over last 12 months and analyse results in Power BI. Chandoo (aka Purna Duggirala) is the founder of chandoo.org, an award-winning Excel and visualisation site which has over 50,000 members and 1.6 million visitors each month. 

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What’s new in Excel 2019/Excel 365, and what’s the difference?

Excel 2019Each time an updated version of Excel is launched, new features are introduced and subtle changes in the look and feel take place. The biggest change was way back when the big jump from Excel 2003 to 2007 occurred. The introduction of the Ribbon and change of file types caused all sort of difficulties for heavy-duty Excel users, financial modellers included. In the versions since then, the changes have been somewhat less traumatic for users and in recent years Microsoft has been moving towards a subscription-based model, making the changes incrementally rather than all at once.

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