AFP Quick Study Tools

DIY Automation Quick Study

Extracting data from various systems and putting it into a usable form is a continuous challenge for FP&A professionals. Carl Seidman of Seidman Financial demonstrates simple tips to apply SUMIF and INDIRECT to these challenges with the click of a button, making you a more efficient finance pro.

Download the Companion Spreadsheet Here.


DIY 3 Card

VIDEO THREE: Coming in October

DIY Automation Quick Study

Danielle Stein Fairhurst of Plum Solutions demonstrates how to build a rolling forecast, including dynamic formulas and dynamic seasonal linear trends (using FORECAST functions). Danielle also shares her excel file to download for your own use.

Easy helps and hacks for your FP&A life, from AFP. 

Download the Companion Spreadsheet Here.

We know that the world does not stop at the end of calendar year, and that updating models is both a significant effort and risk factor.

  • Building a rolling forecast can help you to reset your model to focus on time periods without using Lookup functions or adding infinite columns.
  • Dynamic formulas make your models flexible and changeable and can save you time while decreasing model risk. 
  • Automated forecasting tied to rolling forecasts provides a view to any period. In addition, it creates a  baseline, “naïve forecast” to compare actual results versus business projections.
  • Graphically integrating actuals, budget and forecast can help to deliver your finance message.

You may also be interested in our Digital Readiness Assessment which can be found here.