Excel

Below are some of the capabilities of Excel that we are very familiar with, and some of the things that can be accomplished by advanced users:

1. Advanced systems design and problem solving with the following considerations
   1. Intuitive and easy to use and understand for all levels of users
   2. Reduced maintenance
   3. Reduced key strokes and data entry time
   4. High data integrity
   5. High accuracy
   6. High security
   7. Unbreakable by users
   8. Scalability up to robust enterprise and international level systems
2. Using Excel as the front end for very complex financial systems to manage
   1. Budget and forecasting ($480+ Million)
   2. Reserve adjustment journal calculations ($560+ Million)
   3. Time reporting (100+ employees)
   4. Equipment and personnel utilization (350+ trucks)
   5. Depreciation systems (200,000+ assets)
   6. Project management (300+ concurrent projects)
   7. ETF, Stock and Futures trading systems with real time internet data feeds
   8. Hedge Fund trading system real time risk management
3. Charts, Graphs and Reports
   1. Reports, graphs, and charts that are quickly understandable
   2. Visual focus on business drivers
   3. Out of bounds indicators for situations requiring intervention
4. Print Formatting and Presentation
   1. Making complex financial data quickly understandable
   2. Human interface and usability considerations
   3. Speed reading and understanding of key data
   4. Reduction of data interpretation errors
   5. Accuracy improvement
   6. Publication and distribution to PDF, PowerPoint, Word, email, other databases, and the Web
5. Advanced Macros VBA and VB (Visual Basic)
   1. Process automation
   2. Reduced data entry time
   3. Data manipulation
      1. Data cleansing systems to identify and fix bad data
      2. Data extraction systems to locate the causal data and find the needle in the haystack
      3. Data concatenation to provide business driver fields not present in original data
   4. Print formatting and publication
   5. Process live data feed events and triggers without user input or intervention
   6. Integration with SQL Server, OLAP, Access, ODBC and other databases
6. Advance formula writing
   1. vLookups to find and associate data together
   2. Nested if statements do very complex formulas in a specific order with multiple steps
   3. Do loops to process very large amounts of data
   4. Zero suppression to show only active rows in period
   5. Goal seek to identify business drivers at high levels and to identify what has to change for ad hoc analysis
   6. Predictive auto fill using multiple events to predict trends and future outcomes
   7. DAX formulas for advanced table relationships and filters calculations
   8. Direct OLAP cell reference read/write formulas to read or update external OLAP databases
7. Pivot Tables to find and show data
   1. File internal data only
   2. File external data only
   3. Combined internal file data with external OLAP, Access, ODBC, and SQL data
   4. Combine terabytes of external data from multiple different external data sources
8. Metrics
   1. Traffic light formatting with red, yellow and green warning lights
   2. Executive Summary quick status reports, charts and graphs
   3. Executive Dashboard to enter business driver changes and not thousands of data entry key strokes
9. Data integrity
   1. Error traps
   2. Add checks
   3. What changed from last time tracking
   4. Data integrity validation error checking with notice of what to correct
10. Security
    1. Protection with cursor leaps to next data entry cell
    2. Restricted file access
    3. Multiple permissions levels
    4. Version control
    5. Encryption
    6. Collaboration and change tracking
    7. Log on Group rights
11. Debugging
    1. Ability to quickly understand and debug VBA and macro code and to re-write them to eliminate breakdowns and errors
    2. Macro and VBA designs with range names and other considerations that allow large user flexibility without the ability of users to do things that break the macros.
    3. Hidden anchor rows and columns for assured summary formula integrity when inserting and deleting rows and columns
12. Meta data and advanced look up table, field population
13. Advanced VBA for Office Visual Basic for Applications
    1. Custom VBA programming that work with VB (Visual Basic) or C# programming executables
14. VB, Access, Oracle and SQL Server
    1. Import, and real time access from other databases in Excel
    2. Export, and real time access to Excel files for other databases
15. Using Excel for the front end for various OLAP and Business Intelligence tools to manage enterprise data that is way beyond the limits of Excel PowerBI, TM1, PowerOLAP
16. Writing custom Add-Ins for the tool bar
17. Real time stock market, internet or company data