Budgeting & Forecasting7 min read
Dear Excel, How can FP&A professionals make the most of their spreadsheets?
After (almost) 40 years, there is a reason why FP&A and accounting professionals continue to use Excel. It works. But…
James Richard ·
Category
Excel Tips
38 articles
Excel & Modeling4 min read
The New Functions To Add To Your Excel Toolbox
In this post, we’ll take a quick look at some of the new features in Microsoft 365’s Excel and Excel…
James Richard ·
Excel & Modeling5 min read
Excel Chart & Graph Methods Every Finance Department Should Use
Although it was created decades ago, Excel is to corporate finance what the crane is to construction; you must have…
James Richard ·
Excel & Modeling4 min read
Almost 90% of Excel Spreadsheets Contain Errors: Here’s how to Avoid this Statistic
The famous statistic that 88-90% of Excel files contain errors is a pretty scary thought. Despite the advanced functions and…
James Richard ·
Excel & Modeling5 min read
The Excel User’s Guide to Data Accuracy
In today’s corporate finance environment, there’s a lot of buzz regarding the relevance of Excel. There are many today who…
James Richard ·
Excel & Modeling7 min read
The Wall of Shame for the Worst Excel Errors
Microsoft Excel was one of the ground-breaking inventions of data science, and is still used today by over 60% of…
James Richard ·
Excel & Modeling4 min read
The Most Powerful Excel Functions You Aren’t Using
If you’re reading this, you likely work in corporate finance and it is certain to say that you possess some…
James Richard ·
Excel & Modeling4 min read
10 Important Excel Web and Desktop Updates
Excel is constantly implementing upgrades in order to improve the usability and efficiency of its software. These are 10 of…
James Richard ·
Excel & Modeling5 min read
Analyzing large datasets with the power pivot in Excel
The context for Power Pivot… If you are a frequent Excel user, then you are probably familiar with pivot tables….
James Richard ·
Excel & Modeling5 min read
How to use VLOOKUP, HLOOKUP and INDEX MATCH in Excel
Say you have a table of data and you want Excel to look up a certain value and return a…
James Richard ·
Excel & Modeling3 min read
How to Use Microsoft’s “Money in Excel” to Manage Your Finances
Important: As of June 30, 2023, Money in Excel will no longer be supported. Please see their FAQ. By connecting your…
James Richard ·
Budgeting & Forecasting3 min read
Common FP&A Problems With Excel & How to Fix Them
Decades after the creation of Microsoft Excel, many FP&A professionals today continue to use this 34 year old application. Excel…
James Richard ·