For a finance team, finishing the spreadsheet is often just one part of finishing the report. Someone still needs to explain a variance, follow up on a question from the review meeting, draft the …
How to build custom fiscal calendars with Python in Excel
Excel analysts can spend a surprising amount of time teaching Excel how their company's calendar works. The calendar says the year starts in January. Your company might say it starts in July. A …
Continue Reading about How to build custom fiscal calendars with Python in Excel →
How to get started with Agent Mode in Excel
Copilot has been around for a couple of years now, and we’ve seen the flood of “Copilot” tools across Microsoft. Many of them have been underwhelming. Even Copilot in Excel, for all its promise, felt …
Continue Reading about How to get started with Agent Mode in Excel →
How to evaluate forecast accuracy in Excel, Part 1: Using Excel formulas and Forecast Sheet
If you work in finance, accounting, or a related field, chances are you’ve had to put together a forecast... and then explain why you built it the way you did. Excel makes that process feel …
How to automate reconciliations in Excel with Copilot for Finance
Most people know me as an expert in Excel and data analytics, but my career actually began in finance. I even earned a master's degree in finance and spent the majority of my brief full-time career as …
Continue Reading about How to automate reconciliations in Excel with Copilot for Finance →
Review: Financial Modeling in Excel for Dummies
"Hey, George. We have this spreadsheet we use to create our financial models. It is really complex. Some nights when we need to get projections to the CFO the model breaks and we are here until …
Continue Reading about Review: Financial Modeling in Excel for Dummies →