Part 3: Future-State Architecture, Modernizing Excel Financial Modeling

In Part 2 of the Series: When Excel Needs to Grow Up — The Hybrid Excel + Python / Power BI Framework, covered cases when Excel needs to be improved. Part 2 is a framework to move from using only Excel to a hybrid approach that includes Excel, Python/ Power BI. If the needs to … More Part 3: Future-State Architecture, Modernizing Excel Financial Modeling

Part 2: When Excel Needs to Grow Up — The Hybrid Excel + Python / Power BI Framework

In Excel Optimization for Financial Modeling a Modernization Guide – Part 1: Fix Excel, we focused on optimizing Excel: making models faster, smaller, and more stable.But optimization alone doesn’t answer the bigger question many teams face next: When is Excel still enough — and when is it time to modernize? This post explores the hybrid … More Part 2: When Excel Needs to Grow Up — The Hybrid Excel + Python / Power BI Framework

Part 1: Fix Excel – Optimization for Financial Modeling a Modernization Guide

As financial models grow larger and more critical, performance, stability, and governance become just as important as analytical accuracy. This series provides a complete blueprint for optimizing and modernizing Excel‑based financial modeling. It begins with high‑impact Excel optimization techniques—such as Power Query transformations, Data Model loading, formula simplification, static value conversion, workbook hygiene, and .xlsb … More Part 1: Fix Excel – Optimization for Financial Modeling a Modernization Guide