A well-structured databook is crucial in financial due diligence, as it forms the foundation for preparing accurate numbers before drafting the report, ensuring efficiency and minimizing errors throughout the process.

This post covers key best practices for structuring a databook, drawing from the experiences of advisors in the field.

PivotTables are fantastic for quick data summaries, but sometimes they don’t play nice when you need specific formatting or custom formulas. In those cases, converting PivotTables into standard Excel cells is often the best move.

Let’s dive into how Accelerate Excel makes that conversion process almost effortless.

Excel’s Trace Precedents and Trace Dependents tools help visualize cell relationships, but they have limitations in complex models. Discover how Accelerate Excel enhances tracing capabilities, making it easier to audit and understand intricate data flows in financial models.

PivotTables are one of Microsoft Excel's most universal and powerful features. They are great for summarizing data from extensive tables, allowing you to filter through large datasets to find the most relevant insights.

Excel is essential in M&A, Deal Advisory and TAS work. Whether it's FDD, financial modeling or valuations, mastering keyboard shortcuts is crucial. Without them, you'll waste time and fall behind the competition.

Excel CUBE formulas might be one of the most underappreciated yet powerful Excel formulas. They offer capabilities that extend far beyond what SUMIFS, COUNTIFS, and lookups can do, and they are surprisingly easy to master. Discover their advantages, learn how they work, and get a quick tutorial to start using them!