#ExcelForFinance
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excelguru.ca
I'm capping off the week by leading a course on how to build #FinancialStatements in #Excel with #PowerPivot for CPABC.

💡One of the first things we need to understand is how to properly architect the #DataModel so we have the required fact and dimension tables.

#FinancialModeling #ExcelForFinance
The Financial “Star” Schema To build our statements we need: - Chart of Accounts Classifications (3 required tables) - Fact Table 1 (Required), e.g. Sales or Actuals - Fact Table 2 (Optional), e.g. Budget or Forecast - Calendar Dimension (Required) - Other Dimension(s) (Recommended), e.g. Customers, Products, GL Descriptions
November 21, 2025 at 8:32 PM
excelguru.ca
During an AKA session, I walked attendees through the five core rules I use when teaching spreadsheet design to finance professionals - principles I've refined over years of consulting and cleaning up other people's messes. 🧵

#ExcelTipsAndTricks #SpreadsheetSkills #SpreadsheetTips #ExcelForFinance
5 Rules for Building Spreadsheets That Last Here are Ken Puls’ five core rules when he teaches spreadsheet design to finance professionals: Rule 1: Inputs, logic, and outputs should have their own separate areas Rule 2: Make inputs user-friendly Rule 3: Enter data once and once only Rule 4: Create robust logical formulas that automatically expand to handle new data Rule 5: “It depends” - every rule is a guideline (Skillwave Training logo)
March 30, 2026 at 4:19 PM
similaritinstitute.bsky.social
Excel Finance Tutorial | PV Function Step-by-Step

#ExcelFinance #PVFunction #ExcelTutorial #FinancialModeling #FinanceTips #PresentValue #ExcelForFinance #InvestmentCalculations #FinanceEducation #ExcelFunctions #LearnExcel #FinanceBasics #MoneyManagement #ExcelTips #FinancialAnalysis
April 28, 2026 at 2:07 PM