Budgeting & Forecasting7 min read
Discounted Cash Flow Model in Excel
The Discounted Cash Flow (DCF) model in Excel is like a calculator. It helps figure out how much a company…
James Richard ·
Category
Excel Tips
38 articles
Reporting & Automation5 min read
How to Create Ad Hoc Reports in Excel
Ad hoc reporting in Excel can look very different for different people. One of the benefits of using a spreadsheet…
James Richard ·
Excel & Modeling5 min read
Upgrade Your Financial Processes: Say Goodbye to Waterfall Chasing in Excel
Finance executives devote too much time to chasing waterfalls. Whether you’re creating a simple financial waterfall chart to illustrate data…
James Richard ·
Reporting & Automation6 min read
Variance Analysis: Top 4 Best Practices to Report in Excel
Your most recent budgets have substantially high variances—well over 10%. Your management team will be concerned as to why, and…
James Richard ·
Budgeting & Forecasting5 min read
4 Common Problems in Budgeting & Forecasting with Excel & How to Fix Them
There are over 6,500 languages spoken in the world today, three of which have over one billion speakers. In third…
James Richard ·
Reporting & Automation5 min read
The Guide to Creating a Variance Analysis Report in Excel
What is Variance Analysis? Variance analysis is a financial analysis technique used to compare actual financial performance to planned or…
James Richard ·
Excel & Modeling4 min read
Mastering the Art of Excel: Best Practices for Creating Spreadsheets
In the realm of data analysis and organization, Excel stands as an undisputed champion. This program’s powerful features and versatile…
James Richard ·
Excel & Modeling3 min read
Mastering Cohort Analysis in Excel: A Comprehensive Guide
Introduction Cohort analysis has become an important analytical tool as companies search for more detailed insights into their consumer base….
James Richard ·
Excel & Modeling8 min read
Best Excel Courses for Financial Teams (2024)
“What experience do you have with Excel?” is undoubtedly a question that will be asked in some variation during the…
James Richard ·
Excel & Modeling4 min read
Top 13 Excel Tips for Accounting
Here are 13 tips and features to bring more agility, functionality and usability to your Excel spreadsheets. Share this with…
James Richard ·
Excel & Modeling5 min read
The 5 Secrets to Excel’s Survival
In a couple of years, Microsoft Excel will turn 40 years old- an ancient dinosaur in terms of technology and…
James Richard ·
Budgeting & Forecasting6 min read
Leveraging What-If Analysis in Excel
‘What if’ analysis uses built-in tools for budgeting and forecasting in Excel. Financial planning and forecasting tools help your company…
James Richard ·