Brisbane Meetup: Beyond Error Checks – making notifications helpful for users regardless of skill

October 10, 2018 6:00 pm
October 10, 2018 8:00 pm

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Event Details

Making sure that users know if an error has occurred in a model is critical for any financial model built in Excel, but how do you alert the user to the issue? Could someone with limited modelling skill find the error and know how to fix it? With models often being sent to different stakeholders, any input or calculation problems need to be obvious from a quick glance.

• About this Meetup
Join us to hear from corporate adviser and financial modelling specialist, Thomas Paul to explore some the advanced notification methods used by Pilot Partners’ modelling team which allows any user of their models to know if there are, and where, any input or calculation errors are. The integrated methods which will we walkthrough so you can use them in your models will include:
– Adding a centralised Notification Centre
– Included a Notification Bar on each worksheet with issue count
– Prioritised notifications, with issues separated by Errors, Warnings, Sensitivities and Notes
– Dynamic hyperlinks to the issue with descriptions on how to solve
– Checks for valid inputs, including ‘Invalid selection from drop-downs’, ‘Values only’, and ‘No negatives’
– “Under the hood” calculations to drive it all.

• About your Speaker
Thomas Paul is the Associate Director for Corporate Advisory & Financial Modelling at Pilot Partners and has over a decade of experience providing financial insights to private and public-sector clients. Thomas believes that clear communication of detailed financial information in a robust and transparent way is critical in allowing stakeholders to make informed decisions and is fundamental to the success of any business or project. Connect with Thomas here: https://www.linkedin.com/in/thomasgpaul/

• About your Host
Danielle Stein Fairhurst is a financial modelling specialist and the author of “Financial Modeling in Excel for Dummies” published by Wiley in 2017 and “Using Excel for Business Analysis; a Fundamental Approach to Financial Modelling”, Revised Edition published by Wiley Finance 2015. Danielle has regular engagements around Australia and globally as a speaker, course facilitator, financial modelling consultant and analyst, was a guest on Excel TV and has been interviewed for several industry podcasts. She founded the Financial Modellers’ Meetup groups in 2015 which now have over 5,000 members in seven countries as well as a LinkedIn forum with over 40,000 members. Connect with Danielle here: https://www.linkedin.com/in/daniellesteinfairhurst/


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