Portfolio
Dynamic models, automation, and dashboards built with advanced Excel techniques.
📖 Advanced Excel Portfolio – Financial Modelling, Analysis & Automation
An end-to-end Excel portfolio showcasing how I transform Excel from a basic spreadsheet tool into a powerful engine for financial forecasting, variance analysis, and process automation.
💡 What makes this project different?
I combine finance-specific use cases (budgeting, forecasting, variance, and sensitivity analysis) with advanced Excel techniques (XLOOKUP, FORECAST.ETS, Solver, Power Query, LAMBDA) to build error-resistant models, automated workflows, and interactive dashboards — demonstrating both technical mastery and business impact.
Featured Content
- 📈 Financial Forecasting — using FORECAST.ETS, Solver, regression & scenario planning
- 📊 Variance Analysis — budget vs. actuals with variance drivers across accounts & categories
- 🛠️ Process Automation — Power Query, PivotTables, error-proof templates, macros
- 👥 Sensitivity & Scenario Analysis — What-If, Goal Seek, Scenario Manager, Data Tables
- 🎨 Dashboards & Visualization — interactive charts, KPIs, maps, sparklines, advanced formatting
Key Insights
- Advanced Excel enables finance teams to forecast more accurately using statistical models.
- Variance analysis highlights key revenue/cost deviations for proactive decision-making.
- Sensitivity tools (Goal Seek, Data Tables, Solver) support strategic planning under uncertainty.
- Automation with Power Query and macros reduces reporting time and improves reliability.
- Dashboards make complex trends accessible to decision-makers at a glance.
Outcome
Delivered a comprehensive Excel portfolio that:
- Demonstrates advanced modelling and forecasting for finance
- Identifies variance drivers and high-impact scenarios
- Bridges finance workflows with automation & efficiency gains
- Provides decision-ready dashboards for executives and analysts
🛠️ Tools & Techniques
- 📊 Excel (XLOOKUP, XMATCH, FORECAST.ETS, Solver, LAMBDA)
- ⚙️ Power Query · PivotTables · Data Validation · Conditional Formatting
- 📈 Advanced Charting · Dashboards · KPIs · Maps & Sparklines
- 🛡️ Error-Proof Templates · Auditing Tools · Scenario Manager
📚 Portfolio Roadmap
- ✅ Completed — Worksheet modelling, lookups, financial functions (NPV, IRR, XNPV, XIRR, MIRR)
- 🔄 In Progress — Forecasting functions, Solver optimization, Power Query automation
- 📌 Next Focus — Monte Carlo simulations, advanced sensitivity analysis, LAMBDA-driven modelling
