Roadmap

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

Main page

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.

Cascade

Waterfall

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