finance Tag

I'm a chartered accountant, and my background is in building finance functions and creating financial performance analysis reporting functions. I trained in a public practice, and after around six years, moved into industry. I've been working in industry for the last seven years, and analysing...

What is the most valuable commodity for your finance team? You might say people. Well, let's assume you have the right people, with the right skills, in the right jobs. After that, what would be your answer? My answer would be time. Time is a scarce resource in...

Tableau isn't just a useful tool for visualising and analysing data. There's no doubt it has enabled me to improve and optimise my team, but there's another benefit I did not initially appreciate when I first began using Tableau. Coming from the world of Excel,...

So, a little about me, the author: I'm a chartered accountant and my background is in building finance functions and creating financial performance analysis reporting functions. I trained in a public practice and, after around six years, moved into industry. I've been working in industry...

Perhaps one of the greatest things about Tableau is how industry-agnostic it is. Though some industries are predisposed to be more data-driven than others, Tableau is making it criminally easy for anyone in any vertical to get more from their data. As a leading Tableau...

In the first post of this series, we reviewed how you can calculate compound annual growth rates in Tableau. This week, we’ll look at time series data using Bollinger Bands. A technical stock analyst named John Bollinger developed the technique and trademarked the name. Bollinger bands simply...

Every decade, I spend a few weeks planning the next 10 years. This thinking normally encompasses career and investment goals. This time, I decided to expand my time horizon. I’m 57 years old, so I wanted to start thinking about what my personal financial situation looks...

For a variety of reasons, businesses do not always tie their fiscal year to the standard calendar year. There are numerous explanations of why this might be beneficial to an organization, and they all seem to lead several of my clients to the exact same...

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