by garethjones | Oct 12, 2023 | Budgeting, Finance and Banking, Ms Excel, OLAP, Planning, PowerExcel
With a product name like PowerExcel… We gladly raise users’ expectations of what they can do beyond the “everyday” capabilities of their familiar spreadsheet. One area of particular interest, and indeed where PowerExcel shows its strength very nicely, is how it...
by garethjones | Sep 25, 2023 | Budgeting, Finance and Banking, Ms Excel, OLAP, Planning, PowerExcel
When I was a young accountant and learning about budget planning… I thought, “Wow, there are companies out there adopting bottom-up budgeting and others doing top-down…and I wonder what makes a team choose one of those.” Fast forward 30 years, and I...
by johnflorio | Feb 13, 2023 | Budgeting, Business Analytics, Business Intelligence (BI), Data Analysis, Data Management, General BI and Data Management, Ms Excel, OLAP, PowerExcel, Reporting, Software
Abraham Lincoln has a famous quote, “If I had six hours to chop down a tree, I’d spend the first four hours sharpening the axe.” Not many of us enjoy taking part in the budgeting process each year. The process is the most tedious and potentially risky task we do to...
by sazmoodley | May 11, 2020 | Ms Excel, PowerExcel
Read Part 1: Our CEO made us build financial reports in Excel to understand our customer’s pain. Here’s what I learned. After going through our CEO’s Excel bootcamp, I learned a lot of Excel tricks that helped me resolve most of the issues I encountered in building...
by sazmoodley | May 11, 2020 | Ms Excel, PowerExcel
To provide a bit of backgrounder, I’m a Marketing Manager for a software company that develops data modeling platforms for reporting, planning, and analytics. My job requires very different skills from those of our technical consultants and our typical customer—the...
by sazmoodley | Feb 11, 2020 | Budgeting, Business Intelligence (BI), Data Analysis, General BI and Data Management, Ms Excel
The budgeting and forecasting process for most organizations is long and tedious and occurs on an annual basis, at least. Companies try to do it more often to improve accuracy and aim to ultimately implement a procedure for continuous planning, rolling forecasts,...