About Jeff Robson

I take clients' raw data, analyse it & use it to provide amazing insights that help them make better decisions. I use Microsoft's world-leading Power BI & Excel products to provide financial modelling, data analysis, dashboards, reporting, & training. I consult to CFOs and business leaders in medium-large clients across a broad range of industries such as oil & gas, mining, property, agribusiness, finance, health, manufacturing & professional services. When I'm not consulting, I also run training courses across Australia/NZ and around the world.

The Integral Role of Data Analytics and Power BI in Modern Strategic Planning

The Integral Role of Data Analytics and Power BI in Modern Strategic Planning In today's hyper-competitive business landscape, gut instincts and traditional methods are giving way to data-driven insights. Data analytics now serve as the backbone of strategic planning, providing companies with the hindsight, insights and foresight they require to make well-informed decisions. As the [...]

Navigating the New Normal: Why CFOs are embracing Data Analytics and Power BI

Navigating the New Normal: Why CFOs are embracing Data Analytics and Power BI The role of the Chief Financial Officer (CFO) has never been more complex or challenging. Driven by many interrelated factors such as rapid technology change, changing consumer expectations and regulatory shifts, Perth CFOs are turning to data analytics to help them navigate [...]

10 Ways to Know If Your Budgeting Process Flow Is Broken

10 Ways to Know If Your Budgeting Process Flow Is Broken Discerning professionals know that efficiency is the key to business success in 2024. According to Forbes media, efficient processes are vital at every stage of your operation, including budgeting.  Is your budgeting process slow, exhausting and stressful? Do you wonder why you always find [...]

Complete guide to making faster, better decisions with Solver

Complete guide to making faster, better decisions with Solver The speed of making decisions matters. Small delays compound and cost money. The right decision at the right time can be a game changer for an organisation, so the pressure for CFOs and Financial Managers to make that decision quickly is immense. In this article, we [...]

Unleash the Power of Cloud-Based Budgeting & Forecasting Software

Unleash the Power of Cloud-Based Budgeting & Forecasting Software In the dynamic landscape of modern business, cloud-based budgeting and forecasting software emerges as a set of indispensable tools for organisations aiming to stay ahead of the curve. Here at Access Analytic, we recognise the critical importance of efficient financial management in achieving sustainable growth and [...]

Unleash ChatGPT’s Power in Office 365

by Jeff Robson Supercharge Your Workflow: Integrate ChatGPT Prompts with your data in Excel, Word & Outlook with a Single Click! Introduction You often do the same kinds of things in Office. You can now automate these processes and integrate your data with pre-written ChatGPT prompts with just one click. Before diving [...]

2024-06-10T15:33:02+08:00ChatGPT, Office 365|

Power Query: Unpivot using Column Numbers rather than Names

by Jeff Robson Say my name, say my name When you're working with data from Excel in Power Query, column names can often change, new columns can be added and columns can be deleted. Excel users don't think twice about doing any of these things as they all seem quite normal and logical however they [...]

2021-06-25T10:46:17+08:00Power Query|

Fixed vs Variable Loan Interest Calculator

by Jeff Robson Fixed vs Variable Loan Products ... which is best? It can be difficult to compare fixed vs variable loan products. Banks often market loans with fixed interest rates using the selling point of certainty: "you'll always know what your repayments will be". Check the fine print! While certainty can be somewhat attractive, [...]

2021-06-04T10:40:48+08:00Arrays, Office 365|

Tricking Non-Dynamic Array Formulas into Spilling

Tricking Non-Dynamic Array Formulas into Spilling by Jeff Robson   Tricking non-dynamic array formulas into spilling isn't something you'd naturally think of doing. Dynamic Arrays are great but sometimes the formulas that refer to them behave in unexpected ways, and sometimes these don't spill ... without any obvious reason. For example, the DATE function spills, [...]

2021-04-29T10:37:25+08:00Arrays, Functions|

Corkscrew Calculations using Dynamic Array Functions

by Jeff Robson Corkscrew Calculations using Dynamic Array Functions If you've come to this page expecting information about how to open your wine bottles, you're going to be very disappointed!  Sorry! The corkscrew calculations we're talking about here are those you'd use when calculating a balance sheet account in a financial model. Accounts Receivable Example [...]

Financial Modelling using Dynamic Array Functions – no Copying & Pasting!

by Jeff Robson Financial Modelling using Dynamic Array Functions Best practice financial modelling has always been to enter your formulas in blocks: enter a formula, then copy this across and possibly down also, making sure you have your absolute and relative references set correctly. This is very useful because it is faster to build a [...]