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 a better run rate analysis with Python in Excel
A run rate can be as simple as taking the latest month and multiplying it by 12. That simplicity is also exactly why run rates can be misleading. If August is normally a soft month, annualizing …
Continue Reading about How to build a better run rate analysis with Python in Excel →
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 work with skills in Copilot for Excel
For a while, using AI in Excel meant starting from scratch every time. You would explain what you wanted, Copilot would take its best guess, you would correct it, and the next day you would go through …
Continue Reading about How to work with skills in Copilot for Excel →
How to sell Excel training to HR vs business leaders
If you sell Excel training for a living, you learn pretty quickly that there are two very different doors you can knock on inside a company. One door is HR, or more specifically Learning and …
Continue Reading about How to sell Excel training to HR vs business leaders →
How to use Excel and AI skills as an exit ramp (not a dead end)
There is a steady drumbeat right now of predictions that AI is about to wipe out huge swaths of knowledge work. Entire finance and operations teams cleared out; analysts, FP&A managers, …
Continue Reading about How to use Excel and AI skills as an exit ramp (not a dead end) →