Blog

Field notes from the studio.

Practical writing on dashboards, automation and the discipline of measuring what matters — delivered as free PDF downloads.

Excel TipsPDF

10 Power Query patterns every analyst should know

Repeatable transformation patterns for merges, unpivots, group-bys and more — the toolkit that turns messy exports into analysis-ready data.

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ReportingPDF

The KPI ladder: from vanity metrics to decisions

A four-rung framework that connects raw activity, quality signals, outcomes and decisions so dashboards actually drive action.

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Data CleaningPDF

The CSV cleaning checklist we run on every dataset

A one-page checklist covering encoding, types, keys, duplicates and validation — the pre-flight before any real analysis begins.

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Python AutomationPDF

Automating monthly PDF reports with Python

A production pattern for generating branded monthly reports from a database using pandas, matplotlib and ReportLab — reliably, on a schedule.

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StrategyPDF

Excel vs Google Sheets vs BI: when to graduate

How to choose the right tool as your data grows — and the honest signals that tell you it's time to move up the stack.

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Financial AnalyticsPDF

Designing an executive P&L dashboard that gets read

Layout, metric hierarchy and variance treatment for a monthly P&L view that a CFO can absorb in under sixty seconds.

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Google SheetsPDF

ARRAYFORMULA + QUERY: a workflow, not two tricks

Combining ARRAYFORMULA and QUERY to build living Sheets that stay clean as data grows — without dragging formulas down every row.

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Dashboard DesignPDF

Information density: the discipline of showing less

Great dashboards aren't packed — they're edited. A short field guide to the choices that keep a dashboard scannable at a glance.

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