Building Reports with Live Data, No SQL Required
Let’s start with the obvious: Excel reporting with live data is better. Better for accuracy. Better for speed. Better for…
Why 2026 Is the Year You Abandon CSV Uploads
For years, CSV uploads have been the default way to get data into systems like NetSuite and Salesforce. Need to…
Unlock Your Data with the Salesforce AI Query Generator in ExtendInsights
Your Salesforce instance is one of your company's most valuable assets. It’s the central nervous system that holds the entirety…
What Your Spreadsheet Can’t Tell You: The Hidden Story Behind the Numbers
In the world of financial reporting and data analysis, spreadsheets are our indispensable companions. They organize, calculate, and present vast…
Supercharge Your Spreadsheets: 10 Essential Excel Tips for Finance and Data Pros
In the world of financial reporting and data analysis, Microsoft Excel remains the undisputed champion. But if your workflow still…
How to Fix Unreliable Excel Reports: A Guide to Data Accuracy
The Problem with Unreliable Excel Reports For many of us, Microsoft Excel is the go-to tool for everything from financial…
How to Master Budget vs. Actual Analysis in Excel: Your Guide to Smarter Financial Reporting
Introduction: The Power of Budget vs. Actual Analysis Budgeting season is a stressful time for any business. But the work…
The 2026 Budgeting Prep Guide
It comes around every year at the same time, and no matter what you do, it never seems to be…
Excel Encryption: When, How, and What Else You Can Do
When we think of data breaches and data security, the first words that come to mind probably aren’t “Excel spreadsheet.”…
How to Put Your Month-End Close Reporting in Summer Vacation Mode (Year-Round!)
No matter if you’re looking at taking time off for summer break or the holidays, it’s not only exciting but…
Challenging Cognitive Biases in Financial Reporting
Cognitive biases are found in many businesses. Probably the most extreme example in recent history is the Enron case. Beyond…
Can Excel Improve Your Operational Efficiency? (Believe It or Not: Yes!)
According to Morgan Stanley, by early 2024, the buzzword “operational efficiency” was mentioned in US earnings calls more than ever…