Some examples of our work
Viewing entries tagged
finance
A performance dashboard built for a UK Loans Intermediary company using Power BI and shared via the Power BI Service and SharePoint.
It features extensive data transformation with Power Query and a particularly successful customer activity heatmap. Although the DAX measures are not complicated there are 66 of them and USERELATIONSHIP is used extensively to manage the 7 connections between the Fact and Calendar tables.
A financial management solution written for a local church to manage a particular set of accounts receivable and payable. The solution was based on Excel VBA and User Forms and featured: extensive VBA code to enforce the process and validate input
There are lots of good accounting packages out there and we don't recommend managing all of your accounts with Excel, but there are occasions when a spreadsheet is the most cost-effective solution to some of your finance challenges.
A resource tracking and forecasting system built for a global IT outsource company using Microsoft Excel and VBA, delivered via SharePoint. The solution included dynamic filtering to control user input forms, conditional format icons and graphs of actuals and forecast versus budget.
This spreadsheet shows how complicated requirements and processes can be boiled down into a tool that is relatively easy to use.
A budget tracking system built for a large UK Insurance company using Microsoft Excel. The solution included combination graphs, conditional formatting and icons.
A team or department budget typically has a number of components, and understanding how each is performing can be difficult.
An asset ageing and replacement system built for a large UK Insurance company using Excel. The solution included a replacement model based on asset age used to create seven year CapEx and Depreciation Budgets and Ageing Summary reports.
This solution demonstrates how a number of modelling tables, combined with purchase information can be used to create accurate year on year budgets.
