Workflow Best Practice for Analysts
Date convention
YYYY-MM-DD
writing conventions: title case
2020-04 Market Risk Report
writing conventions: pascal case
2020-04MarketRiskReport
writing conventions: camel case
2020-04marketRiskReport
writing conventions: snake case
2020-04_market_risk_report
best practice file name
2020-04 Market Risk Report v2020-03-17 Board Version.xlsx
date + title case + v + version date + version description + .xlsx
financial modeling best practices
1. file name
2. sheet names
3. cover page
4. date formating
5. inputs
6. merging
7. simple formulas through helper calculations
8. repeat dates (referenced)
9. vertical
what is the functionality of power query?
Used to import, transform, and clean data with basic automation.
from excel to powerpoint
paste special; linked object