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Financial Modelling Articles

26 April, 2012

Invitation - Drinks with Chandoo

Chandoo's Excel Dashboard course in Sydney, Melbourne and Brisbane have been immensely popular.  If you have not been able to make his workshop or have missed out on a place, never mind you still have a chance to meet the man himself!  He has arranged to meet up for casual drinks at the following venues:

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17 February, 2012

Five Rules for Building Impressive Excel Dashboards

Dashboard reports allow managers & executives get a high-level overview of the business in one snapshot. When it comes to making dashboards, Excel is an excellent choice. You can create powerful, insightful and good looking dashboards using Excel, thanks to features like Pivot Tables, Formulas, Charts and simple UI (user interface).
Today, I want to share with you five rules that can make your Excel dashboards impressive.

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03 September, 2011

Should you use Macros in Financial Modelling?

To celebrate the launch of Chandoo’s next batch of VBA classes, I thought I’d take look at the use of macros in financial modelling. 

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24 August, 2011

Are you a Generalist or a Specialist Financial Modeller?

One of the fantastic things about financial modelling is that it is applicable across so many different industries.  Good financial modelling skills will always stand you in good stead no matter which industry or country you are working in!  A financial modelling consultant or generalist will prob

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23 August, 2011

In-house Training versus Public Courses

Considering holding a course in-house?  There are many advantages of arranging an

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08 June, 2011

Which LOOKUP?

LOOKUP functions, especially VLOOKUPs are very commonly used in financial modelling – sometimes a little too commonly used!  Knowing when and how to use them – and use them well is a critical skill for any financial modeller.   Let's explore some of the problems with LOOKUP functions and how to make their more robust. 

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07 May, 2011

How Long Does it Take to Build a Financial Model?

Whether you are a consultant building a model for a client, or an internal modeller, you or the person who has commissioned the model build will – understandably – want to know how long it will take.  The answer is never straight-forward, as like many other tasks  it really depends on how long you have got (and there’s never enough time!) and how much detail you need to go into.

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04 May, 2011

Best Practice in Financial Modelling

Whilst not the most sexy topic for a blog article, this is probably the thing that I'm asked most about by clients.  Because many modellers are self-taught, a lot of them don't necessarily adhere to best practice.  Or perhaps they do - but don't realise why they are doing it! I thought it might be helpful to lay out my views on the topic, and as always, I'd welcome any reader input...

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22 March, 2011

Excel Poll Results are in!

Thanks to all of the subscribers who contributed to our ‘Which Excel version are you using?’ poll – results are in, and we have some very interesting feedback! 

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