London Excel Meetup Group

 
 
 

In this session, we welcome Rishi Sapra to present to the London Excel Meetup group. Rishi will take us through 'building a credit rating model in Power BI'.

What to expect

This session will go through the process of taking an Excel credit rating model for local Government authorities in the UK and look at how it is built as an interactive report in Power BI. We will look at how to replicate complex rating logic in DAX and use slicers, bookmarks and contextual visualisations in order to compare local authorities and understand what is driving the ratings. This will be particularly useful if you have existing financial/operational models built in Excel that are you are considering bringing into Power BI.

About Rishi

Rishi is a group manager for Avanade and a Microsoft MVP in the Data Platform category.
He speak at conferences and events around the world with a focus on financial reporting.
He is a chartered accountant with 12+ years experience in Big 4 Consulting and working in Industry (Deloitte, HSBC, Barclays, KPMG and Altius/Avanade)

This is an in-person only event.

We start at 18:00. Please arrive a few minutes before.

 
 
 

In this meetup, we hear from Carlos Barboza on creating dynamic and interactive Excel charts.

What to Expect
Learn how to create interactive Excel charts using the dynamic array functions in Excel. With these functions, we can implement interactive charts easier than before.

The only thing you must learn is the logic of spilled ranges so you can easily referenced them to your charts. Come and learn some charting tips and tricks along with some graphs types and pro tips.

About the Speaker
Carlos Barboza is a bilingual data consultant with 6 years of experience. He started his career in analytics using Microsoft Excel as his swiss army knife.

He holds a Bachelor in Economics and Finance from University of Hartford. Currently, as consultant with Microsoft tools, Carlos is interchangeably switching between Power BI and Excel to analyze large volume of data thru data visualization, interaction and exploratory visual analysis. His current main interest today is the science of data visualization for analysis of information.

The Zoom and YouTube links will appear here nearer the event time.

 
 
 

In this meetup, Danielle Stein Fairhurst will take us through 'strategies to reduce errors in Excel models'.

It’s never been more important to have the skills to create a dynamic financial model to accurately predict business outcomes and forecast volatile economic inputs. One of the biggest issues facing users of Excel, particularly for those building financial models is the possibility of error. Join us to hear from Excel modelling specialist, Danielle Stein Fairhurst as she explains financial modelling best practices for robust and dynamic models, dos, don’ts and ways to reduce the risk of error for building financial models in Excel.

Danielle Stein Fairhurst is a Microsoft MVP and the author of several books. She is a LinkedIn Learning Instructor and in 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit. Danielle founded the Financial Modellers’ Meetup groups which attracts participants from all over the world as well as a LinkedIn forum with over 75,000 members. She is a Master Financial Modeler (FMI), holds a Master of Business Administration (MBA) and has taught management accounting subjects at the University of Sydney.

This meetup is in-person only. We start at 18:00.

While in London, Danielle will also be delivering 2 masterclass sessions (proper hands-on training, not a meetup).

- 22 June | Financial Modelling in Excel
- 23 June | Budget and Forecast Modelling in Excel

 
 
 

In this meetup, Jon Peltier will present on 'Interactive Charting in Excel.

What to expect

Excel is a powerful tool for data analysis and business intelligence, and Excel's charts are a powerful and flexible tool for visualising analysis results.
Extend the power and flexibility of Excel charts by making them interactive. You can use controls or slicers to allow users to select what to see in a chart. This presentation covers several ways to make your charts interactive, and how to overcome drawbacks in some techniques.

About Jon

Jon Peltier is a master of leveraging the power of Excel to produce and simplify complex solutions in engineering, finance, and marketing. Jon has been a full time Excel developer since 2004, and part-time since 1994. Jon has received the Excel Most Valuable Professional award every year since 2001. Jon holds a Doctor of Science degree from MIT in Metallurgy and has over 20 years of experience in R&D, manufacturing, and production support, in the aerospace, automotive, and industrial parts industries. Jon’s background includes Statistics, Total Quality, and Six Sigma.

Jon founded Peltier Technical Services in 2003. Peltier Tech offers Excel training and consulting services, standardized Excel add-ins for creating and managing charts, and an extensive blog full of Excel tutorials on topics in charting, VBA programming, formulas, and data management.

This is an in-person only event. We begin at 18:00 sharp.