Reporting & Automation5 min read
Effective Dashboard Practices as an Excel User in 2023
Dashboards are a critical part of FP&A, as they are the critical method in providing data visualization. However, not all…
James Richard ·
Topic
Excel & Modeling
Formulas, functions, Power Query, Python in Excel and financial modeling technique.
88 articles
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 & Automation4 min read
Financial Reporting with Excel Done Right
Financial reporting is a standard accounting practice that uses financial statements to disclose a company’s financial information and performance over…
James Richard ·
Excel & Modeling3 min read
Is Excel a Programming Language?
Excel is a form of computer programming in that it allows you to create, calculate, and change data sets in…
James Richard ·
Budgeting & Forecasting3 min read
Top 3 Excel-based Financial Planning Software for 2024
Check out our review of 3 companies that developed an Excel based financial planning (FP&A) software to allow companies to…
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 ·
Excel & Modeling5 min read
The Top 5 Dangers of Using Spreadsheets for Financial Modeling
Businesses today continue to heavily rely on spreadsheet software like Microsoft Excel for financial modeling, despite the numerous examples of…
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 ·
Reporting & Automation4 min read
Key takeaways from Microsoft’s Finance Team: Excel, Automation, and Efficiency
There are a lot of positive things to learn from tech giant Microsoft. After all, you have to be doing…
James Richard ·