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…)
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…)
Dynamic arrays offer many benefits to financial modellers. They add incredible flexibility and make inconsistent formulas impossible. They make model file size smaller and model performance faster. But dynamic arrays cannot perform certain financial calculations, such as the common corkscrew, without (more…)
In this episode, Microsoft MVP Danielle Stein Fairhurst tackles a classic valuation problem by recreating a discounted cash flow (DCF) model based on a PDF attachment received via email. Using Power Query in Excel, Danielle walks us through extracting data, building assumptions, and running different scenarios to determine valuation based on various changes such as discount rate and cost of goods sold (COGS). Watch as she navigates (more…)
