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Microsoft Excel tips and tricks
When using Python in Excel, one simple way to store data is in a list — and this idea can be extrapolated using dynamic arrays.
To ensure that calculations in existing Excel workbooks will not change inadvertently, improvements to functions will be rolled out in what are termed Compatibility Versions.
To create a custom chart template that can be used later is a simple process — follow this step-by-step guide to save time when reusing a bespoke visual.
Learn from an Excel expert about how Recommended Charts can provide simple ways to convey your message with data.
Build in checks to your Excel model early in development to avoid later critical and costly mistakes.
Excel has several features that relate to images — from extracting data from picture files, using the IMAGE function, to use with PivotTables.
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.
Data Tables should be used sparingly but are useful for sensitivity analysis or scenario modelling when you want to flex one or two variables.
Understand how to calculate an implied growth rate, and then use the Forecast Sheet button in Excel for objective forecasting.
Generative AI tool Microsoft Copilot can be accessed through several applications — but central to its use must be data security policies and controls.
Excel MVP Liam Bastick explains how to add flexibility to a financial model to allow for scaling without major structural changes to a spreadsheet.
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.
Microsoft’s “Power” suite of tools can help make you both more efficient and effective in your data preparation, analysis, and visualisation work.
Excel MVP Liam Bastick introduces three business intelligence tools and provides an applied example using Power Query.
Excel MVP Liam Bastick describes a method for calculating cumulative balances or multiple running totals.
Excel MVP Liam Bastick describes a method to work out the time to recoup an initial investment that allows for irregular cash inflows.
Using dynamic arrays, PivotTables, and the SUMPRODUCT function are three approaches to this common task.
Excel MVP Liam Bastick explains the OFFSET(COUNTA) function combination, used for dynamic lookups.
Breaking the y-axis on a chart can be a useful way to display data, but the technique should be used with discretion, says Excel MVP Liam Bastick.
Many options exist to search for data in Excel, but what do you do if the data is in a range?
