For decades PivotTables have been the ‘go-to’ tool in Excel for analysing data. The popularity of the humble PivotTable lies in its flexibility, ease of use and ability to make sense of large amounts of data quickly. However, there are two ‘New Kids On the Block’; the GROUPBY and PIVOTBY functions. All the power of PivotTables wrapped up in a formula! So, is this really the end of PivotTables In Excel? (more…)
Budgeting is one of the most challenging scenarios in the Power BI arena. For example, you might need to summarise sales in previous years and allocate the budget forecasts. You must work with data at different granularities and find a way to author DAX code to compute the forecasts at the desired granularity. When it comes to budgeting, each company has a unique scenario. In this session, you will see common techniques for building a budget model with Power BI. As a bonus, you see a lot of DAX code and several advanced techniques to allocate (more…)
Excel spreadsheets remain the dominant tool of choice for sharing and presenting financial information. However, when used incorrectly, they are fraught with challenges. Lack of consistency, incorrect formulas and well-publicised spreadsheet errors all conspire to give them a poor reputation for quality. Watch to hear from financial modeller Angela Collins to discuss the latest release of ICAEW’s (Institute of Chartered Accountants in England and Wales) well-known list of key considerations that could save you hours of effort or help (more…)
Watch to hear from Mary Pat Campbell who will showcase the methods and standards we should follow as financial modellers to reduce errors in financial models. Mary Pat Campbell is an actuary and an expert in the life insurance industry, with a special focus on insurer investments and solvency-related issues. As an active member of EUSPRIG, she is passionate about promoting spreadsheet and data visualisation best practices in the actuarial community. (more…)
Static charts are great for data storytelling but with good Excel skills we can add some spice by having control over how the chart is dynamically presented. With Form Controls or PivotTable slicers, we can determine what to display on the visualisation and progressively reveal each of its data points as we advance through the presentation. With Excel’s new calculation engine, including spilled ranges and the new functions of Dynamic Arrays, implementation becomes much easier. (more…)
Being able to build a full financial model with all three financial statements is a foundational skill for any financial modeller. Linking all three dynamically and, most importantly, getting the balance sheet to balance (and stay balanced!) is not always an easy task. Watch to hear from expert financial modeller Carolina Lago as she takes us through her unique and simple approach for building each statement and ensuring the balance sheet balances at every step. (more…)
Watch to learn about the various tools in the Power Platform that can help improve and accelerate your budgeting, planning and forecasting processes. Hear from financial modeller and technology expert Lance Rubin showcase how to;
1. Collect data with Power Apps
2. Automate workflows in near real-time with Power Automate, based on the data collected
3. Use the data to automatically update and share a report or dashboard using Power BI with the Fabric Data Platform 4. Leverage Modern Excel tools such as Power Query inside this Toolkit to game-change your modelling (more…)
Let’s dive in and find out the latest from Microsoft Copilot and how it can help us when using Excel! Join us to hear from Excel YouTuber and Copilot aficionado, David Fortin as he takes us through how we can use Copilot and other AI technologies to learn, get better in Excel and streamline our spreadsheet models. David is a CPA specialising in FP&A and M&A and now teaches Excel in a modern way. In this special live event, (more…)
