Practical insights on Excel for financial services teams

Articles on the Excel problems we see most often — manual processes that consume too much time, key-person risk that nobody talks about, and automation that delivers measurable results. Written for operations and finance professionals, not developers.

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The Black Box Workbook: Why Your Most Trusted Spreadsheet May Be Your Biggest Risk

The Black Box Workbook: Why Your Most Trusted Spreadsheet May Be Your Biggest Risk There is a particular kind of spreadsheet that I encounter regularly in financial services firms. It is not the spreadsheet that crashes. It is not the one that throws errors, or produces obviously wrong numbers, or causes someone to call IT in

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The Operational Risk Nobody Talks About Every financial services firm I’ve worked with has one. The person who

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The Spreadsheet Key Person Risk
Why Are You (Still) Emailing Data for Excel?

Why use VBA when Excel's Dynamic Array Formulas do the heavy–lifting for you?... I’ve been working on a

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Replacing VBA with Excel’s Dynamic Array Formulas

How to create attractive checkboxes for Excel and Word UserForms Custom vs. Native Checkbox I love UserForms, really

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Checkboxes on UserForms

As an Excel VBA developer in the corporate world, you spend a lot of time simply shuffling data

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Power Query Blows Away 29 Years of VBA Data Access

The benefits of keeping your data in a separate workbook from your reports and processes. Separation of Concerns

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How To Share Excel Data in a Small Team

How to let your Excel users select one item with custom option buttons By now, you’re probably familiar

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How to Create Option Buttons in Excel

How to make Excel checkboxes work like option buttons Custom Checkboxes in Excel Some time ago – pre

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How to Create Single Select Checkboxes in Excel

There’s an old Excel aphorism that says, “Excel’s greatest strength is its flexibility and its greatest weakness is

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3-Tier Architecture in Excel

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