Dan Needham Holmes

Commercial Finance Manager
(and Excel Geek)

The Blog

SharePoint Secure Folders

Follow this tutorial along to find out how to create SharePoint folders with custom permissions. This is useful for when you’re creating reports and need to restrict access to them. We use this method for area managers ensuring they can only access the area reports they should have access to. SharePoint Groups To manage security,…

01/01/2024
SharePoint Budgeting

If you’re like us and have had limited investment in the budgeting process, you’re probably using excel to produce your budgets. We now have over 300 cost centres and each cost centre manager owns and produces their budgets, making consolidation a nightmare! Up until recently, we used macros and vba to manage the collation of…

30/12/2023
Excel – Error Checking is Key!

Download the excel file and follow along! Following on from my last article on how Power Query can be used in Finance departments to increase efficiency, we created a report and automated the lookup for product category. By creating a Power Query report we will save time and effort every time we create this report.…

29/12/2023
Excel – Power query

Over the last few years, our department at work have been looking at ways we can improve efficiency. As with many other finance departments our work is dominated by Excel. With quite a lot of repetitive tasks being undertaken in Excel. Power Query has literally changed how we approach a lot of tasks within Excel.…

29/12/2023
Budget Season Woes!

Budget season is well underway and there isn’t a doubt that it is a long protracted and tiring exercise for all departments involved. But what can we do to prevent budget season woes? But what are the key elements to a smooth and successful budget season? Timetable & Planning Lets face it, the key to…

29/12/2023