Roadmap: Difference between revisions
(Created page with "This is intended to a loose roadmap - mainly a collection of ideas. ==Approaches== === Standards etc === Main page BPSMS FAST Financial Modelling Code SCILS SMART === Topics - including tips/tricks/techniques/traps === Keyboard shortcuts Circular logic Clarity Consistency Simplicity Separation of inputs, calculations and outputs Hardcoding Logic flow == Types of model == Bid models - maybe separate out rail bids Equity research Fund Operat...") |
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Financial Modelling Code | Financial Modelling Code | ||
IBM | |||
SCILS | SCILS | ||
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=== Topics - including tips/tricks/techniques/traps === | === Topics - including tips/tricks/techniques/traps === | ||
Calculation modes and types | |||
Charts (including series formulae, seeing/editing source data ranges, selecting elements, accessing context menu, source dates on multiple rows/columns, dynamic labels) | |||
Circular logic | Circular logic | ||
Checks (i.e. specific automated checks and alerts) | |||
Clarity | Clarity | ||
Conditional formatting (including where it works well and where it often bugs) | |||
Consistency | Consistency | ||
Data validation (including shortcomings and supporting techniques) | |||
Excel crashing when inserting rows (especially big blocks of copied rows) and reducing risk of crash by scrolling so that the insert occurs out of view | |||
Freeze panes | |||
Group and outline (and manual grouping of rows/columns) | |||
Hardcoding | Hardcoding | ||
Helpers (like repeating precedents locally to simplify formulae, separating MATCH from INDEX(MATCH) for calculating efficiency and to simplify formulae, helpers that are commonly in freeze panes, right down to counters etc) | |||
Keyboard shortcuts | |||
Logic flow | Logic flow | ||
Mouse (i.e. getting the most out of it - fits with keyboard shortcuts) | |||
Protection (i.e. sheet/VBA/workbook including shortcomings) | |||
Risks (e.g. types of errors, error rates and ways to reduce them, risks in model development/review like time/cost overruns) | |||
Scenarios and sensitivities | |||
Self service BI (Get & Transform / Power Query and the data model etc) | |||
Separation of inputs, calculations and outputs | |||
Simplicity | |||
Sparklines (including where they work well and where they often bug) | |||
Tables (i.e. Excel's native table functionally that automatically expands and enables structured references) | |||
VBA (including how to sanity check and run code you find online) | |||
== Types of model == | == Types of model == | ||
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[[Waterfall]] | [[Waterfall]] | ||
Checks | Checks (i.e. collating/summarising/presenting the results of all automated checks and alerts) | ||
Change log | |||
Dashboard | |||
Scenario manager | |||
Table of contents / navigation | |||
User guide | |||
== Workflows == | == Workflows == | ||
Revision as of 03:16, 23 December 2021
This is intended to a loose roadmap - mainly a collection of ideas.
Approaches
Standards etc
BPSMS
FAST
Financial Modelling Code
IBM
SCILS
SMART
Topics - including tips/tricks/techniques/traps
Calculation modes and types
Charts (including series formulae, seeing/editing source data ranges, selecting elements, accessing context menu, source dates on multiple rows/columns, dynamic labels)
Circular logic
Checks (i.e. specific automated checks and alerts)
Clarity
Conditional formatting (including where it works well and where it often bugs)
Consistency
Data validation (including shortcomings and supporting techniques)
Excel crashing when inserting rows (especially big blocks of copied rows) and reducing risk of crash by scrolling so that the insert occurs out of view
Freeze panes
Group and outline (and manual grouping of rows/columns)
Hardcoding
Helpers (like repeating precedents locally to simplify formulae, separating MATCH from INDEX(MATCH) for calculating efficiency and to simplify formulae, helpers that are commonly in freeze panes, right down to counters etc)
Keyboard shortcuts
Logic flow
Mouse (i.e. getting the most out of it - fits with keyboard shortcuts)
Protection (i.e. sheet/VBA/workbook including shortcomings)
Risks (e.g. types of errors, error rates and ways to reduce them, risks in model development/review like time/cost overruns)
Scenarios and sensitivities
Self service BI (Get & Transform / Power Query and the data model etc)
Separation of inputs, calculations and outputs
Simplicity
Sparklines (including where they work well and where they often bug)
Tables (i.e. Excel's native table functionally that automatically expands and enables structured references)
VBA (including how to sanity check and run code you find online)
Types of model
Bid models - maybe separate out rail bids
Equity research
Fund
Operational
Portfolio
Project development
Components
Control account (a.k.a. roll-forward / corkscrew / running balance) ◀ This was the first reasonably complete page, and is useful as an example of how to use sections and embed spreadsheets.
Checks (i.e. collating/summarising/presenting the results of all automated checks and alerts)
Change log
Dashboard
Scenario manager
Table of contents / navigation
User guide
Workflows
Build
Review
Audit
Roll-forward
Maintain
Optimisation