When people think about financial modelling or forecasting in Excel, what comes to mind is worksheets loaded with formulae, built in a report-focussed layout. Watch as Ken Puls showcases examples of using Excel’s Power Technologies to build Financial Models and Forecasts for clients. From data shaping with Power Query to DAX in Power Pivot, these tools play an essential role in modern financial modelling solutions.
The Full Stack financial modelling community have been working collectively to “solve” the problem of creating flexible rolling monthly forecasts that can cater for new periods of actuals. This is an area of modelling that thousands of businesses and modellers can relate to, and that many find extremely time-consuming and frustrating. (more…)
Major improvements are being made with Microsoft Excel Online. It is completely free, works on any browser and is particularly useful if you need to share files and collaborate with others. It’s basically a slimmed-down version of Excel and although Microsoft is constantly working to improve the functionality, what we want to know is *can we use Excel Online yet for financial modelling?* (more…)
Have you ever built a fantastic Excel model only to have the user “break” it almost straight away? Building a model widely available for anyone to use is very different process to building one for other modellers. If your model is going to be operated by non-Excel users, the challenge is to build a robust model that will stand the test of time but is simple for others to follow as well as bullet-proof so that they can’t mess it up. (more…)
Following on from “I didn’t know Excel could do THAT”, join us once again to hear from Excel legend Bob Umlas who will take us through some of his best Excel tips and tricks. Prepare to be amazed! Bob received the first ever Microsoft Excel MVP award back in 1993, continued to receive it for 25 years after that and is still the longest-running MVP. (more…)
Many data projects “fail,” because leaders start projects with unrealistic expectations and lapses in communication.
Hear from award winning data scientists Jordan Goldmeier and Alex Gutman as they pull the curtain back on what data science can and can’t do—and how you, the modeler, can turn the tide and use data to drive change. (more…)
The pace of technical innovation for financial modellers is accelerating. Although Microsoft Excel remains the best tool for deals modelling, recent innovations are augmenting, enhancing and going beyond the ordinary Excel spreadsheet.
The 2021 Global Financial Modelling survey highlighted the wider adoption of tools like PowerBI and Tableau, but equally exciting is the development of low-code and no-code tools for the purpose of building financial models. (more…)
Do you use Excel to prepare financial projections? Ever wish your forecasts had greater impact on business decisions in your organisation? You can take charge of these spreadsheets and offer your clients and colleagues a clearer, more accurate and insightful business tool. (more…)