SPECIALISTS IN FINANCIAL MODELLING

Top tips for financial reporting with Power BI and MS Fabric

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…)

Modern Excel … a Replacement for the Spreadsheet?

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…)

Reducing Errors in Financial Models (Have your Say)

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…)

Dealing with Multiple Dimensions in Financial Models

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…)

Quick Wins for Visualizing Financial Data in Excel


The ability to spot trends and patterns in the numbers and to quickly and effectively communicate financial data to make informed decisions is a crucial skill for financial modellers to master! Watch to hear from Ann K. Emery from Depict Data Studio for this virtual meetup session designed specifically for finance (more…)

All they sent was PDF! Can we rebuild the whole model in Excel?

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…)

Power Query Date Hacks for Financial Modellers

Working with dates in Excel can be tricky. Conversion is rarely straightforward, as conversion issues and regional format differences can complicate the process of consolidation. Power Query can solve these issues, but knowing the right steps makes all the difference. If you have struggled with dates, you’re not (more…)