“‘we just created one in Excel where you point to the amount column… you can go look at the visual and you see huge spikes’”
DM
Daniel McCarville
The Audit Podcast ·
Mark Proctor · FP&A Unlocked · Why Understanding Data is a Critical FP&A Skill with Mark Proctor
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research first normal form and place data in an Excel table instead of using positional columns
“‘we just created one in Excel where you point to the amount column… you can go look at the visual and you see huge spikes’”
“I used Claude later when Lovable started to simplify a lot of my tooling instead of having tables or paper.”
“Make sure you have the right to the research, the right to use the data… data traceability all the way through the process.”
“I made a column of all the worst things that could happen… then a column for how to minimize each… then a column for how to get back quickly”
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