“Following on from the excellent ‘Post-Pandemic Paradigm Planning’ (‘PPPP’) course (which I would recommend users of Excel attend), Andy has been working with Middle Temple (a professional membership organisation) since the beginning of 2021 to support the improvement of our management reporting and data analysis capabilities.

Building on the foundations of the PPPP course, we are utilising the data model functionality within Excel to develop our monthly management accounts reports. So far, with Andy’s patient and constructive assistance, we have developed ‘second generation’ reports that can be produced in a fraction of the time compared to the previous version. Work is now ongoing on the production of ‘third generation’ reporting with the aim of producing real-time management information reports by the budget holders themselves when required. These will not only include traditional budget performance information but also reporting of key management metrics to support strategic objectives using Power BI.

Andy’s engaging way of supporting this development, rather than doing the work itself, not only presents an enjoyable discussion (in virtual meetings) of the issues that are being encountered along the way but also helps to explain the building blocks (described by Andy as ‘Lego’!) that are required to build the data models from which the reports are generated. Andy has supported a ‘quantum leap’ in my understanding of the capabilities of Excel to manipulate data."

"I would un-hesitatingly recommend Andy Biggs to anyone looking to improve their management reporting to cut down the amount of time required to produce reports so as to be able to spend more time analysing the data for business insights."