Claritix Insights

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...

Identifying the common causes of slow Excel spreadsheets. Advice on how to diagnose and resolve problems through understanding how Excel works. Tips on functions to avoid in your spreadsheet.

Carb...