The Safer Principles are summarised in the following chart. AS an accountant I also like to link this to key accounting principles (as described in the 2017 draft update of the IASB Conceptual Framework Update): For more detail see Using…

A business will frequently want to know whether its Profits, Sales etc are growing or declining. This can be a difficult question to answer when results are variable and sometimes even a good chart doesn’t help.  Additionally,  it is useful…

A long standing saying is that pictures paint a thousand words.  A chart is one form of a picture and in Excel charts are one of the best tools for communicating information, particularly as a key component of a dashboard.   They can get…

I keep a examples of useful excel hacks that I have created or discovered.  These are all things that I have actually used.  They generally require advanced or expert knowledge to create but are easy enough to understand if explained.  These…

Use to the SAFER method to create excellent spreadsheet models: S – Structured i.e. constructed in a logical and orderly manner A – Appropriate i.e. fit for purpose as specified by client/user F – Flexible i.e. capable of handling reasonably…

These are ten useful tips at varying knowledge levels (I’ve indicated the knowledge level in italics in brackets for each point: basic, intermediate, advanced and expert).  These are all things I have recently used and/or explained in response to training…