Claritix Insights

Power BI is Microsoft’s data visualisation tool, designed to connect to data from multiple sources (via Power Query) and transform it into engaging, dynamic and interactive dashboards.

Consistently r...

Power Pivot is a powerful tool within Excel for storing, analysing, and calculating large amounts of data – even millions of rows - using relational data models. It allows you to go beyond Excel’s tra...

Slow spreadsheets can be frustrating, especially when they are critical financial models relied upon to support key business decisions or forecasts. If a CFO is asking for an updated scenario by lunch...

When we think of “big data,” Excel likely isn’t the first tool that comes to mind. It’s often seen as suited to smaller-scale analysis - and with good reason. Excel worksheets max out at just over a m...

If you’re an accounting or finance professional looking to save time and deliver more insightful, reliable monthly reporting, Power BI can transform the way you work. This article walks you through th...

If you’ve spent any time building financial reporting in Power BI, you’ve probably experienced measure chaos. Measures often end up stored in whichever table was selected when they were created. Th...

Financial models underpin some of an organisation’s most important decisions. Their development can be complex, involve many stakeholders, and take considerable time. They are often serious tools, ...

In our previous financial reporting insights (see end of article), we covered how to use Power Query to automate the extraction, cleaning, and consolidation of data, and how data models in Power BI or...

In financial reporting, how your data is structured often determines how quickly and confidently you can analyse and report on it. Whether you're mapping your monthly accounts or rolling up quarterly ...

If you're in accounting or finance, there's a good chance you've found yourself, when reporting, stuck in a data cleaning Groundhog Day - repeating the same steps on the same types of data sets, month...

There are many advantages to producing our quarterly or monthly financial reporting in Power BI: it allows us to leverage more of our organisation’s data, including big data, all in one place; with Po...

Why overly complex Excel financial models are a problem. Advice on how to keep Excel financial models simple. 

For all the financial modelling rules, guidelines, best practices and advice out ther...