Dear Analyst

Dear Analyst


Latest Episodes

Dear Analyst #47: Spreadsheet horror stories from the European Spreadsheet Interests Group
October 19, 2020

The episode about how a rogue trader cost JPMorgan Chase $6.2B due to an Excel error struck a chord with folks. This episode explores three horror stories (and a recent one related to COVID) where people made simple spreadsheet errors and cost their co...

Dear Analyst #46: Building a project management workflow with task dependencies in Google Sheets
October 05, 2020

I wrote a lengthy blog post comparing using Google Sheets as a project management "platform" relative to other dedicated project management software on the market. This post explores how to build a project management platform in Google Sheets.

Dear Analyst #45: Thinking long-term for structuring your dataset using U.S. public food assistance data
September 28, 2020

When you need to capture some data in a structured way, you'll open up an Excel file or Google Sheet and just start throwing data into the spreadsheet. Not much thinking; just copy and paste. As that dataset grows,

Dear Analyst #44: Referencing CO₂ emissions data with INDIRECT and FILTER to build a model
September 21, 2020

I recently had the opportunity to build a growth model at work, and it's been fun getting back to my roots in Excel/Google Sheets. Been a while since I've built a model from scratch so I of course referenced previous models my colleagues have built.

Dear Analyst #43: Setting up workflows that scale – from spreadsheets to tools & applications
September 14, 2020

This episode is the audio from a presentation I gave a few weeks ago to members of Betaworks based in NYC. Betaworks is a startup accelerator, co-working space, and community of founders. No-code is a pretty hot topic right now,

Dear Analyst #42: Filling values down into empty cells programmatically with Google Apps Script & VBA tutorial
September 07, 2020

SPACs (Special Purpose Acquisition Companies) or "blank check" companies have been in the news recently, so I used some real SPAC data for this episode. Your spreadsheet has empty cells in column A, and these empty cells should be filled with values.

Dear Analyst #41: How to do a VLOOKUP to the “left” without INDEX/MATCH with TikTok data
August 31, 2020

Since TikTok is in the news right now about who is going to buy them, I thought using some fake-ish TikTok acquisition data would be relevant for this episode. A classic Excel/Google Sheets challenge: how to do a VLOOKUP to the "left" e.g.

Dear Analyst #40: A spreadsheet error from two Harvard professors leading to incorrect economic policies after 2008 recession
August 24, 2020

It's 2010, and the world is coming out of recession. Two Harvard professors--one of whom is a former economist for the IMF and chess Grandmaster--publish a paper suggesting that a country with a high public debt-to-GDP ratio of over 90% is associated w...

Dear Analyst #39: Generate a random list of names from a list of popular 90s TV characters
August 10, 2020

Let's say you have a set list of names (in this case TV characters from popular 90s TV shows). You want Google Sheets/Excel to generate a random list of names from your list as if you were picking names out of a hat. How would you do this?

Dear Analyst #38: Breaking down an Excel error that led to a $6.2B loss at JPMorgan Chase
August 04, 2020

You blink a few times at the screen and realize what you're seeing is not a typo. $6.2B has left your bank due to some rogue trader making untimely bets on the market. That's B as in billion. You call up the modeler who was supposed to make sure this n...