Microsoft Excel tips and tricks
December FM: Capital investment decisions, AI in Power BI, and more
FM’s editor-in-chief details articles on capital investment decisions, building skills beyond core finance, and Excel modelling. Listen to the podcast episode or read the Q&A.How to use Data Tables in Excel
Data Tables should be used sparingly but are useful for sensitivity analysis or scenario modelling when you want to flex one or two variables.How Excel builds on basic principles to assist forecasting
Understand how to calculate an implied growth rate, and then use the Forecast Sheet button in Excel for objective forecasting.An introduction to Copilot: Uses, limits, and value
Generative AI tool Microsoft Copilot can be accessed through several applications — but central to its use must be data security policies and controls.6 ways to create scalable financial models in Excel
Excel MVP Liam Bastick explains how to add flexibility to a financial model to allow for scaling without major structural changes to a spreadsheet.June FM: Gen AI risk, Excel forecasting, tips before a holiday
FM’s editor-in-chief details the advice and insights featured in the June edition of the magazine. Listen to the podcast episode or read the Q&A.Tips for using the Power BI suite of tools
Microsoft’s “Power” suite of tools can help make you both more efficient and effective in your data preparation, analysis, and visualisation work.BI tools: Power Query, Power Pivot, and Power BI
Excel MVP Liam Bastick introduces three business intelligence tools and provides an applied example using Power Query.Excel: How to calculate cumulative balances
Excel MVP Liam Bastick describes a method for calculating cumulative balances or multiple running totals.- Page 1 of 9
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