You know those “impossible” charts in Excel that make you groan? The ones finance pros wish were easier? We’re flipping the script. Join us to hear from Microsoft MVP and charting specialist, Laura Szepesi and learn how to take basic charts and make them powerful, clear, and interactive – no bad blood included. Using (more…)
When embarking on a financial model build, it’s important to design it from the outset with the model review and audit process in mind. By adopting good model hygiene and a thoughtful approach that prioritises clarity, consistency, and transparency, you can make it far easier for auditors to trace calculations and (more…)
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…)
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…)
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…)
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…)
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…)
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…)
