Roadmap: Difference between revisions
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=== Topics - including tips/tricks/techniques/traps === | === Topics - including tips/tricks/techniques/traps === | ||
Calculation modes and types | Calculation modes and types | ||
Calculation speed | |||
Charts (including series formulae, seeing/editing source data ranges, selecting elements, accessing context menu, source dates on multiple rows/columns, dynamic labels) | Charts (including series formulae, seeing/editing source data ranges, selecting elements, accessing context menu, source dates on multiple rows/columns, dynamic labels) | ||
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Keyboard shortcuts | Keyboard shortcuts | ||
[[LAMBDA function]] | |||
Logic flow | Logic flow | ||
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VBA (including how to sanity check and run code you find online) | VBA (including how to sanity check and run code you find online) | ||
== Types of model == | ==Types of model == | ||
Bid models - maybe separate out rail bids | Bid models - maybe separate out rail bids | ||
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Fund | Fund | ||
Operational | [[Operational]] | ||
Portfolio | Portfolio | ||
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Project development | Project development | ||
== Components == | ==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.''''' | [[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.''''' | ||
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User guide | User guide | ||
== Workflows == | ==Workflows== | ||
Build | Build | ||
Revision as of 15:36, 24 December 2021
This is intended to a loose roadmap - mainly a collection of ideas.
How to use this wiki
Consume
It's a desktop-first site and will be quirky on most other devices. Read and view like normal websites. There's a search box and a roadmap.
Contribute
Mostly like editing Wikipedia. There are detailed policies and guidelines, which basically specify common sense - contribute for the purpose of sharing useful information (not to promote something - though you can contribute in your own name or the name of a business you represent, and you can mention that in your user page), and don't do anything illegal or unethical like violating others' copyright or misleading people.
How to embed pictures/GIFs/videos/spreadsheets.
Approaches
Standards etc
BPSMS
FAST
Financial Modelling Code
IBM
SCILS
SMART
Topics - including tips/tricks/techniques/traps
Calculation modes and types
Calculation speed
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
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