SPECIALISTS IN FINANCIAL MODELLING

Building the P&L Semantic Model in Power BI

Profitability is a key metric in any financial model and most modellers will start building their Profit & Loss / Income Statement in Excel. However, building a P&L semantic model in Power BI contains the detail which allows end-users to ask complex questions such as “What was R&D spending, broken (more…)

Is AI ready for financial modelling? (Have your say)

As artificial intelligence continues to develop, it is important to evaluate current capabilities continually. Watch for for an open discussion on questions like:
• Can we yet rely on AI to build financial models for us?
• Could AI help us to review financial models? (more…)

Top tips for financial reporting with Power BI and MS Fabric

If you’ve come across Power BI/Fabric, you might be wondering whether the Copilot-driven storytelling and automation capabilities are what you need to propel your finance processes into the 21st century! But if you’ve ever tried to use it you might have become quickly frustrated with the seeming lack of flexibility (more…)

Modern Excel … a Replacement for the Spreadsheet?

The introduction of Dynamic Arrays has fundamentally altered how spreadsheets are built! Watch to hear from Peter Bartholomew to explore how ad-hoc end-user practices are giving way to structured, programming-like approaches, thanks to new capabilities like LET variables, LAMBDA functions, recursion, and (more…)

Reducing Errors in Financial Models (Have your Say)

One of the biggest issues facing users of Excel, particularly for those building financial models is the possibility of error. Be ready for a new style of virtual meetup and have your say! Watch to hear from financial modeller and Microsoft MVP Danielle Stein Fairhurst who lead the discussion on ways to reduce error in (more…)

Dealing with Multiple Dimensions in Financial Models

Understanding how to effectively manage dimensions such as geographies, product lines, or currencies is often necessary, especially when building financial models for revenue and costing models. In this virtual meetup, we dive into practical strategies for reducing repetition, improving formula consistency, and creating (more…)

Quick Wins for Visualizing Financial Data in Excel


The ability to spot trends and patterns in the numbers and to quickly and effectively communicate financial data to make informed decisions is a crucial skill for financial modellers to master! Watch to hear from Ann K. Emery from Depict Data Studio for this virtual meetup session designed specifically for finance (more…)