SPECIALISTS IN FINANCIAL MODELLING

Budget Modelling with DAX in Power BI

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…)

Twenty Principles for Good Spreadsheet Practice

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…)

Accelerating your budgeting and forecasting process with the Power Platform Toolkit

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…)

Financial Modeling Institute (FMI) Exam Learning Resources

If you’re thinking about sitting for the FMI Level 1 Financial Modelling Certification exams, you’d better get started with your preparation as they’re not easy! As a MFM (Level 3 Master Financial Modeler), an exam proctor and an FMI approved training provider, many people ask me about the exam, so here’s some information you will find useful. (more…)

Women in Financial Modelling Scholarship Announcement

Plum Solutions is very pleased to announce that in partnership with the Financial Modeling Institute (FMI), we will be offering a “Women in Financial Modelling” scholarship aimed at empowering and advancing women within the financial modelling industry. (more…)

Scalable Modelling; using MS Fabric to dislodge OLAP cubes (Future of Financial Modelling Part 3)

Join us for an enlightening meetup as we continue our journey into the Future of Financial Modelling, powered by cutting-edge technology and AI. Hosted by Danielle Stein Fairhurst, Part 3 in this series culminates with an in-depth exploration of Microsoft Fabric, presented by technology and financial modelling expert, Lance Rubin. He delves into its potential to disrupt traditional OLAP Cube modelling systems that will revolutionise traditional accounting, (more…)

Developing Models to Prevent User Error

If you’ve had any experience building financial models for others to use, you’re probably familiar with the ways users can use and misuse your model. In fact, one of the key sources of financial model error occurs when a model is not used for its intended purpose or users enter invalid inputs which cause incorrect calculations and inadvertent output error. (more…)

Excel for Microsoft 365 Game Changers

Excel today is not the Excel of yesterday. Dynamic Array Functions and Custom Data Types are just two of the relatively new must-know game-changing features. In this session, Microsoft trainer Mike Thomas gives us a tour of the most useful techniques, incorporating practical use cases that can help take your productivity in Excel to the next level.

(more…)