Quadrillion Partners – Digital Transformation Platform Powered by Quantrix
Quadrillion Partners – Digital Transformation Platform Powered by Quantrix

Quadrillion Partners – Digital Transformation Platform Powered by Quantrix

George Stelling, Founder & CEO, presented during the Dimension 2023 conference about how Quantrix helped Quadrillion Partners to “Level-Up!” Find out how they are using the power of Modeler and Qloud to help their business.

Avaanz – Delivering Socioeconomic Solutions with Quantrix
Avaanz – Delivering Socioeconomic Solutions with Quantrix

Avaanz – Delivering Socioeconomic Solutions with Quantrix

Angus Keir, Socio-economic Consultant at Avaanz, presented at the Dimension 2023 conference. Avaanz wanted to understand the cost of delivering a school food program in Inuit Nunangat. Find out how Quantrix was able to help!

Schumacher MSFP – Modeling the Energy Transition with Quantrix
Schumacher MSFP – Modeling the Energy Transition with Quantrix

Schumacher MSFP – Modeling the Energy Transition with Quantrix

Franz Schumacher, CEO of Schumacher MSFP, presents during the Dimension 2023 conference about how Quantrix is helping to model the energy transition in Germany.

University of Trento – Teaching Next-Gen Finance Without Spreadsheets
University of Trento – Teaching Next-Gen Finance Without Spreadsheets

University of Trento – Teaching Next-Gen Finance Without Spreadsheets

Luca Erzegovesi, Professor of Corporate Finance, Dept. Economics and Management, presented at Dimension 2023. Find out how Quantrix is used at the University of Trento!

Danaher Life Sciences – A Multi-dimensional Solution to M&A Modeling
Danaher Life Sciences – A Multi-dimensional Solution to M&A Modeling

Danaher Life Sciences – A Multi-dimensional Solution to M&A Modeling

Aaron Hudson, Vice President Business Strategy at Danaher Life Sciences presented at Quantrix Dimension 2023 conference. Find out why Quantrix was the right choice for Danaher!

WATCH NOW: Quantrix Dimension 2023 Conference

WATCH NOW: Quantrix Dimension 2023 Conference

Did you miss the Quantrix Dimension 2023 conference? Don’t worry! You can watch all the recordings now. Our two-day online event featured a wide variety of presentations. You’ll hear from the Quantrix team about what’s new, as well as customer use case presentations.

Equitable Facilities Fund Saves Time & Gains Insight with Quantrix
Equitable Facilities Fund Saves Time & Gains Insight with Quantrix

Equitable Facilities Fund Saves Time & Gains Insight with Quantrix

Equitable Facilities Fund is a nonprofit corporation that is “proud to support positive education outcomes for students across the country with unparalleled charter school facility financing options.” Find out how Quantrix has been able to help them!

Quantrix Cheat Sheet: Learning GuideQuantrix Cheat Sheet: Learning Guide

Quantrix Cheat Sheet: Learning Guide

Functions in Quantrix are nearly identical to those that modelers know from spreadsheets, with a few key differences. This cheat sheet covers the most important Quantrix functions and their spreadsheet equivalents.

Why Do Financial Modelers Choose Quantrix?

Why Do Financial Modelers Choose Quantrix?

Financial modelers from all over the world have picked Quantrix as their software of choice. Here’s why.

Version 23.2 Product Release

Version 23.2 Product Release

On August 10, 2023, Quantrix released Version 23.1 of Modeler, Qloud and Enterprise Qloud. You can read more about this release here.

August 10, 2023

How to Build Your Own Scenario Manager

How to Build Your Own Scenario Manager

In this blog, we’ll define the term “scenario manager” and describe when and why to use one in business modeling. We’ll also show you how Quantrix is the perfect tool to create and manage your scenarios.

Modeling Mondays | How to Give Every Model User a Custom Experience | Ep #4Modeling Mondays | How to Give Every Model User a Custom Experience | Ep #4

Modeling Mondays | How to Give Every Model User a Custom Experience | Ep #4

Watch this episode to learn how to: eliminate spreadsheet copies and emails, automate custom data filtering by user role, and create custom roles and permissions that improve user experience & security.

Modeling Mondays | How to Build Your Own Scenario Manager | Ep #3Modeling Mondays | How to Build Your Own Scenario Manager | Ep #3

Modeling Mondays | How to Build Your Own Scenario Manager | Ep #3

In our third episode of Modeling Mondays, see a simple method of managing multiple dynamic scenarios using Quantrix.

Modeling Mondays | How to Design Better Dashboards | Ep #2Modeling Mondays | How to Design Better Dashboards | Ep #2

Modeling Mondays | How to Design Better Dashboards | Ep #2

In our second Modeling Mondays episode, we address how to incorporate organization and navigation into your financial models - make models your colleagues and clients will appreciate (and actually enjoy using!) with Quantrix.

Modeling Mondays | How to Audit Formulas | Ep #1Modeling Mondays | How to Audit Formulas | Ep #1

Modeling Mondays | How to Audit Formulas | Ep #1

In our first Modeling Mondays episode, we address how to audit formulas and some common tools available - including the unique benefits of auditing formulas with Quantrix.

Version 23.1 Product Release

Version 23.1 Product Release

On May 16, 2023, Quantrix released Version 23.1 of Modeler, Qloud and Enterprise Qloud. You can read more about this release here.

May 16, 2023

Best Alternative to Spreadsheets for Large Data Sets

Best Alternative to Spreadsheets for Large Data Sets

If your large models are giving you headaches, there’s a better way! Quantrix was designed to address all the major pitfalls found within traditional spreadsheets. Find out how much time and effort you can save by making the switch to Quantrix.

ChatGPT Writes My Formula | Easier than SpreadsheetsChatGPT Writes My Formula | Easier than Spreadsheets

ChatGPT Writes My Formula | Easier than Spreadsheets

If you can type a prompt to ChatGPT, you already know how to write Quantrix formulas. No cell coordinates. Just real language. See how easy it is using Quantrix Modeler!

Brainwork Consulting & ALPIQ – Monte-Carlo Simulation
Brainwork Consulting & ALPIQ – Monte-Carlo Simulation

Brainwork Consulting & ALPIQ – Monte-Carlo Simulation

Brainwork has used Quantrix to provide agile modeling and simulation services to ALPIQ, a European electricity production and trading company. In this case study we will share how Quantrix was used to build risk, uncertainty and scenario thinking into a corporate financial model. Using Monte-Carlo simulation, thousands of recalculations are done to provide output distributions of all KPIs transformed with descriptive statistics into a management-friendly presentation in Quantrix to support decision processes.

What’s the Best Modeling Alternative? | Learn How Quantrix is Different

What’s the Best Modeling Alternative? | Learn How Quantrix is Different

If you’re looking for a new financial modeling tool that allows you to do more, then you’re in the right place! Learn about Quantrix.

WATCH NOW: What’s New in 22.2?WATCH NOW: What’s New in 22.2?

WATCH NOW: What’s New in 22.2?

Want to know what’s in Version 22.2? In this video, we walkthrough some of our new features including Item Filters, Smart Buttons, Boolean Checkboxes and more!

Best Financial Modeling Software in 2023

Best Financial Modeling Software in 2023

Determining the best financial modeling software in 2023 can be overwhelming. To help make your decision easier, we’ve developed a 4-prong framework to assist you in deciding what’s important to you and your business.

2022: A Year in Review

2022: A Year in Review

2022 has been another great year for Quantrix! While we have exciting goals for 2023, we wanted to take this opportunity to look back at 2022 and share some of our favorite updates and additions.

Discussion: What can you learn from our demos?

Discussion: What can you learn from our demos?

Our Senior Solutions Consultant, Lyndsey Weber, has provided countless demos and worked closely with customers in just about every industry. We sat down with her recently to discuss her learnings.

Financial Modeling: Formula Best Practices

Financial Modeling: Formula Best Practices

Your formulas determine the accuracy and scalability of your models. Find out how Quantrix Real Language Formulas can transform the way you model data.

30 Second Quantrix Demo30 Second Quantrix Demo

30 Second Quantrix Demo

Discover the power of Quantrix Financial Modeling in only 30 seconds! In this video, we build an income statement and forecast.

WATCH NOW: Quantrix Dimension 2022 Conference

WATCH NOW: Quantrix Dimension 2022 Conference

We recently hosted Dimension 2022, our annual conference. Over the course of two days attendees heard directly from the Quantrix team as well as an incredible line up of presenters. Watch now!

Version 22.2 Product Release

Version 22.2 Product Release

On November 14, 2022, Quantrix released Version 22.2 of Modeler, Qloud and Enterprise Qloud. You can read more about this release here.

November 14, 2022

Quantrix Qloud Training Videos

Quantrix Qloud Training Videos

We are happy to announce that we recently released our new Qloud Training Video Series! There are three videos designed to help you get started. Check them out!

WATCH NOW: What’s New in 22.1?WATCH NOW: What’s New in 22.1?

WATCH NOW: What’s New in 22.1?

This video features a walkthrough of the new Summarize & Credentials Manager capabilities in Modeler and SSO capabilities available in Qloud Enterprise Plus!

Johnson Controls uses Quantrix for CPQ
Johnson Controls uses Quantrix for CPQ

Johnson Controls uses Quantrix for CPQ

Nikki James discusses how Quantrix fits into Johnson Control’s business. This presentation is from the Quantrix Dimension User Conference.

Version 22.1.2 Product Release

Version 22.1.2 Product Release

On August 3, 2022, Quantrix released Version 22.1.2 of Modeler and Version 22.1.0 of Qloud and Enterprise Qloud. You can read more about this release here.

August 3, 2022

TRIN PARTNERS HELPS SMES MAKE THE RIGHT DECISIONSTRIN PARTNERS HELPS SMES MAKE THE RIGHT DECISIONS

IN THE NEWS: Trin Partners Helps SMEs Make the Right Decisions

Our Partner, Frédéric Caussarieu, from TRIN PARTNERS discusses how he uses Quantrix to assist his customers in building financial models.

June 14, 2022

Next Gen Financial Modeling Software

Next Gen Financial Modeling Software

The Next Generation of Financial Modeling Software is Here! Quantrix delivers the agility of spreadsheets and the scalability of enterprise planning software. Read our blog to learn more.

What software models financial information?

What software models financial information?

From balance sheets and income statements to cash flow statements and forecast models, you need a software that can securely and accurately represent your business. Try Quantrix!

Top Financial Modeling Software

Top Financial Modeling Software

Finding the right spreadsheet replacement is an important decision. Learn why Quantrix is a top financial modeling software trusted by users around the world.

Financial Modeling Software Online | Online Apps

Financial Modeling Software Online | Online Apps

Quantrix Qloud allows you to share your models safely and securely online. You can try our Interactive Demo Models now to see how Qloud can work in your business.

Financial Modeling Software Comparison Chart

Financial Modeling Software Comparison Chart

There are a variety of software options available for financial modelers.  The goal of this article is to help you better comprehend how each option stacks up.

Supply Chain Modeling

Supply Chain Modeling

There has arguably never been a more volatile time in supply chain history. Modelers and planners need a professional financial modeling software to manage all the challenges presented today.

How to Ignore Spreadsheet Structure Rules and Come Out AheadHow to Ignore Spreadsheet Structure Rules and Come Out Ahead

How to Ignore Spreadsheet Structure Rules and Come Out Ahead

In this webcast, we review commonly recommended best practices for structure in financial modeling spreadsheets and show you how to save time and create more powerful models by ignoring those rules.

Ignore Spreadsheet Structure Rules for Stronger, Speedier Business Models

Ignore Spreadsheet Structure Rules for Stronger, Speedier Business Models

Learn more about our webinar titled: How to Ignore Spreadsheet Structure Rules and Come Out Ahead. Quantrix is a better financial modeling software!

Best Business Planning Software

Best Business Planning Software

All plans change, some more than others. When external factors impact your business, you’ll need an agile, auditable, efficient and collaborative tool to plan your business future.

Version 21.2 Release OverviewVersion 21.2 Release Overview

Version 21.2 Release Overview

This release boasts a significant number of improvements designed to enhance the usability and experience with a special focus on performance, data import and training.

Version 21.2.0 Product Release

Version 21.2.0 Product Release - Updated

PORTLAND, ME – (Updated March 14, 2022 for 21.2.2 release) On December 22, 2021 Quantrix released 21.2.0 of Modeler, Qloud and Enterprise Qloud. There are a variety of new improvements, including a connection to Google Sheets, so it is recommended that users update their software as soon as possible. 

February 17, 2022

5 Questions Every Financial Modeler Should Be Asking

5 Questions Every Financial Modeler Should Be Asking

Are you a financial modeler? Find out 5 questions you should be asking. Learn how a professional modeling software can improve your business and the way you work.

A Better Way to Write Formulas | Financial Modeling SoftwareA Better Way to Write Formulas | Financial Modeling Software

A Better Way to Write Formulas | Financial Modeling Software

Spreadsheet formulas can be difficult to manage. Are you looking for a better way? This video will show you the difference between spreadsheet formulas and Quantrix formulas.

WATCH NOW: Dimension Conference

WATCH NOW: Dimension Conference

Our Dimension Online 2021 conference was a big success! If you weren’t able to join our broadcast, all of the recordings are now available.

Quantrix Cheers PRIDE London!

Quantrix Cheers PRIDE London!

Quantrix will be celebrating PRIDE alongside its parent company IDBS, which is based in the UK. Read our new blog to learn more.

Natural Language Formulas | No More VLOOKUPNatural Language Formulas | No More VLOOKUP

Natural Language Formulas | No More VLOOKUP

Have you ever looked at a spreadsheet formula and thought: what does this formula mean? Formula writing can be a difficult and time-consuming task. Learn about how Quantrix can help this process by using Natural Language Formulas.

LEARN: Getting Started with Quantrix ModelLEARN: Getting Started with Quantrix Model

LEARN: Getting Started with Quantrix

This model is a step-by-step guide to the Quantrix basics, including writing formulas, data import, canvas design and model security. The interactive experience will help you to learn and practice right in the product. Try it today!

Version 21.1.0 Release OverviewVersion 21.1.0 Release Overview

Version 21.1.0 Release Overview

In this video, you'll learn about some of our favorite updates in our 21.1.0 release. We've revisited some of the fundamental aspects of how users interact with our software looking for opportunities to improve ease of use and modeling efficiency.

Version 21.1.0 Product Release

Version 21.1.0 Product Release - Updated

PORTLAND, ME – On June 10, 2021 Quantrix released Version 21.1.0 of Modeler, Qloud and Enterprise Qloud. This release features many new improvements and fixes designed to help new and longtime users.

June 10, 2021

Model Metrix develops model-based solutions leveraging the power of Quantrix Modeler

Model Metrix develops model-based solutions leveraging the power of Quantrix Modeler

In this blog, learn more about our partner, Model Metrix. We sat down with David Philips, Co-founder and VP Sales to learn more about their trajectory.

1,000 Followers on LinkedIn

1,000 Followers on LinkedIn

Every year the Quantrix Community continues to grow, and we are grateful to have such a passionate group of users and followers.

2020 Year-End Wrap Up

2020 Year-End Wrap Up

2020 has been a year unlike any other. Find out what Quantrix has been up to in our Year-End Wrap Up blog. Wishing you a happy and healthy 2021!

#6 of 6 Ways Spreadsheets are Hindering Your Potential: Collaboration

#6 of 6 Ways Spreadsheets are Hindering Your Potential: Collaboration

Find out the six ways spreadsheets are hindering your potential. This blog will highlight collaboration issues found in traditional spreadsheet tools.

#5 of 6 Ways Spreadsheets are Hindering Your Potential: Efficiency

#5 of 6 Ways Spreadsheets are Hindering Your Potential: Efficiency

Find out the six ways spreadsheets are hindering your potential. This blog will highlight efficiency issues found in traditional spreadsheet tools.

#4 of 6 Ways Spreadsheets are Hindering Your Potential: Clarity

#4 of 6 Ways Spreadsheets are Hindering Your Potential: Clarity

Find out the six ways spreadsheets are hindering your potential. This blog will highlight clarity issues found in traditional spreadsheet tools.

#3 of 6 Ways Spreadsheets are Hindering Your Potential: Flexibility

#3 of 6 Ways Spreadsheets are Hindering Your Potential: Flexibility

Find out the six ways spreadsheets are hindering your potential. This blog will highlight flexibility issues found in traditional spreadsheet tools.

#2 of 6 Ways Spreadsheets are Hindering Your Potential: Scalability

#2 of 6 Ways Spreadsheets are Hindering Your Potential: Scalability

Find out the six ways spreadsheets are hindering your potential. This blog will highlight scalability issues found in traditional spreadsheet tools.

#1 of 6 Ways Spreadsheets are Hindering Your Potential: Errors

#1 of 6 Ways Spreadsheets are Hindering Your Potential: Errors

Find out the six ways spreadsheets are hindering your potential. This blog will highlight spreadsheet errors and their real-world consequences, including the recent COVID data mishap in the UK.

Webinar: Planning for Good – Logistics Capital & Strategy, LLC.Webinar: Planning for Good – Logistics Capital & Strategy, LLC.

Webinar: Planning for Good – Logistics Capital & Strategy, LLC.

Has the current economic climate impacted your business plans? If your company’s growth or profitability patterns have shifted, you’ll want to watch this webinar!

How to Answer Your Toughest “What if” Questions | Try Quantrix for FREE

How to Answer Your Toughest “What if” Questions | Try Quantrix for FREE

The global health crisis and economic uncertainty have left businesses and organizations with a variety of questions. Many of these questions revolve around planning. Find out how Quantrix can help!

Webinar: Planning for Good – Mischler Financial GroupWebinar: Planning for Good – Mischler Financial Group

Webinar: Planning for Good – Mischler Financial Group

In this Webinar, you’ll hear from Jason Klinghoffer, Director at Mischler Financial Group. Learn about Mischler Financial Group and find out how Quantrix helped to keep their company agile during these difficult times.

Webinar: Planning for Good – Litehouse Inc.Webinar: Planning for Good – Litehouse Inc.

Webinar: Planning for Good – Litehouse Inc.

In this Webinar, you’ll hear from Matt Burrow, VP of Finance & Accounting at Litehouse Inc. Learn about Litehouse and find out how Quantrix helped to keep their company agile during these difficult times.

Quantrix Introductory Demo | Getting Started with ModelerQuantrix Introductory Demo | Getting Started with Modeler

Quantrix Introductory Demo | Getting Started with Modeler

Getting started with Quantrix? If you are wondering how to use Quantrix Modeler, this video will help you get started. Discover the power of Quantrix!

Version 20.2.0 Product Release

Version 20.2.0 Product Release - Updated

PORTLAND, ME – On June 9, 2020 Quantrix released Version 20.2.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release. Updated October 14, 2020 to include 20.2.2.

June 9, 2020

How to Stay Certain in Uncertain Times | Forecasting & Planning

How to Stay Certain in Uncertain Times | Forecasting & Planning

In times of uncertainty, forecasting and planning tools can help you prepare for the future. These are difficult times. Let us know how we can help.

Introducing the New Quantrix Instagram Account | quantrixsoftware

Introducing the New Quantrix Instagram Account | quantrixsoftware

Quantrix has a new Instagram account: @quantrixsoftware. We will be posting a variety of new images and video clips highlighting all that Quantrix has to offer.

Video: Getting Started with Quantrix: 5 Key Concepts to Building ModelsVideo: Getting Started with Quantrix: 5 Key Concepts to Building Models

Video: Getting Started with Quantrix: 5 Key Concepts to Building Models

New to Quantrix? Want to learn how to use Quantrix? Check out this video to get yourself started. Learn about our company and how to build a model.

What is the Best Software for Consultants?

What is the Best Software for Consultants?

Consultants are confronted with business-related issues spanning a wide range of industries. Find out how Quantrix can assist consultants with their needs.

Version 20.1.0 Product Release

Version 20.1.0 Product Release

PORTLAND, ME – On February 25, 2020 Quantrix released Version 20.1.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release. There is also an important note about Windows 7.

February 25, 2020

Software for Commercial Real Estate

Software for Commercial Real Estate

For commercial real estate professionals to feel confident in their decision making, they need a software solution that they can trust. Quantrix offers this solution!

Quantrix in Academics – Gregg Ibendahl, Ph.D.
Quantrix in Academics – Gregg Ibendahl, Ph.D.

Quantrix in Academics – Gregg Ibendahl, Ph.D.

Dr. Ibendahl developed a simulation game for his farm management class. Within the simulation, students make decisions about crop acreage, financing, machinery purchasing as well as land renting/purchasing. Professor Ibendahl built this simulation game in Quantrix!

Online Collaboration Software

Online Collaboration Software

Business moves fast and organizations require an immediate turnaround. Quantrix can help your company relay information quickly and accurately.

Quantrix Seminar Series: Salt Lake City, Utah

Quantrix Seminar Series: Salt Lake City, Utah

The Quantrix Seminar Series will take place in Salt Lake City, Utah on March 25th & 26th, 2020. Find out more!

Quantrix Authority – 300th Video!

Quantrix Authority – 300th Video!

This blog highlights the 300th video from Rich Lopez, The Quantrix Authority. Find out a little bit more about Rich and watch the video.

Version 19.3.0 Product Release

Version 19.3.0 Product Release

PORTLAND, ME – On November 7, 2019, Quantrix released 19.3.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release.

November 7, 2019

Dimension 2019 in Pictures

Dimension 2019 in Pictures

The Quantrix Dimension 2019 Conference was a great success! In case you were unable to attend, this blog provides a recap of the event with pictures!

Version 19.2.0 Product Release

Version 19.2.0 Product Release

PORTLAND, ME – On July 24, 2019, Quantrix released Version 19.2.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release.

July 24, 2019

A Better Financial Planning Software

A Better Financial Planning Software

Financial advisors and corporate finance departments are always looking for better ways to plan for the future. The ease of use and peace of mind that Quantrix offers is a perfect combination for anyone looking to use financial planning software.

Online Spreadsheets: A Look Ahead

Online Spreadsheets: A Look Ahead

Corporations and consultants have evolving needs when it comes to online spreadsheets. This blog discusses those needs and how Quantrix can meet them.

The Best Forecasting Software

The Best Forecasting Software

Companies of all sizes create forecasts to better prepare for the days, months and years ahead. Find out how the powerful Quantrix calculation engine can assist your forecasting models.

The Future of Financial Modeling

The Future of Financial Modeling

The future of financial modeling is already here! Learn all the components of an ideal financial model and find out how Quantrix can help you achieve the best results.

Video: Quantrix Release 19.1.0 Webinar – Data Import (March 2019)Video: Quantrix Release 19.1.0 Webinar – Data Import (March 2019)

Video: Quantrix Release 19.1.0 Webinar – Data Import (March 2019)

Join Quantrix Product Manager James Kipling and Director Mike Salisbury as they demonstrate the exciting new features in Quantrix Modeler Release 19.1.0.

Video: Litehouse Foods – Quantrix for Product WheelsVideo: Litehouse Foods – Quantrix for Product Wheels

Video: Litehouse Foods – Quantrix for Product Wheels

Rich Lopez of Litehouse Foods talks about how to use Quantrix to develop product wheels for manufacturing.

Video: Keir Corp – Quantrix in Environmental Waste ManagementVideo: Keir Corp – Quantrix in Environmental Waste Management

Video: Keir Corp – Quantrix in Environmental Waste Management

Andy Keir of Keir Corp presents at the Quantrix Dimension 2018 conference about how he uses Quantrix to address this problem for his clients.

Video: BH Management – Quantrix in Multifamily Real Estate ManagementVideo: BH Management – Quantrix in Multifamily Real Estate Management

Video: BH Management – Quantrix in Multifamily Real Estate Management

Mike Stephenson, Director of BI at BH Management shows how Quantrix is used for many different use-cases in their organization.

Dimension Conference returns in September 2018 #QuantrixEvolved

Dimension Conference returns in September 2018 #QuantrixEvolved

Mike Salisbury shares what to expect in this year’s Dimension conference and why you should attend.

What is financial modeling?

What is financial modeling?

Financial modeling is one of the most desired skill sets to have when working within finance. But the meaning and capabilities it entails have now evolved so much more from just being an Excel guru!

QA-235: Special Guest – Steve Bailey How to Generate a Unique List of ItemsQA-235: Special Guest – Steve Bailey How to Generate a Unique List of Items

Quantrix Authority | Episode 235: Special Guest - Steve Bailey How to Generate a Unique List of Items

In this special series, Rich Lopez, Quantrix Authority and former director of Quantrix Professional Services & Quantrix Expert, Steve Bailey of Blackbriar Consulting, tackle modelling questions from the community. In this episode they discuss methods of generating a unique list of items based off of some criteria.

QA-E234 Multi-Dimensional Modeling Part 2QA-E234 Multi-Dimensional Modeling Part 2

Quantrix Authority | Episode 234: Multi-Dimensional Modeling Part 2

Showcasing the power of Quantrix in performing multi-dimensional modeling. Applying variable curves across periods across multiple matrices.

On-demand Webinar: Release 2018 OverviewOn-demand Webinar: Release 2018 Overview

On-demand Webinar: Quantrix 2018 Version 1.1 Overview

In this webinar, Quantrix Director Mike Salisbury takes you on a tour of Release 2018 version 1.1, and gives you a sneak peek of some upcoming features in the next Release 2018 version 2.0.

The Power of Collaboration in the Qloud

The Power of Collaboration in the Qloud

Collaboration is big buzzword, but how is this applicable to financial modeling?

What banks need to know about analysing financial dataWhat banks need to know about analysing financial data

What banks need to know about analysing financial data

What do you need to think about when working with financial data?

February 20, 2018

What does it take to be a visionary CFO?What does it take to be a visionary CFO?

What does it take to be a visionary CFO?

The role of the modern chief financial officer (CFO) is changing. But what does it take to be a CFO that has a visionary outlook?

February 12, 2018

What is Multi-Dimensional Modeling?

What is Multi-Dimensional Modeling?

We talk about multi-dimensional modeling all the time, but what is it and what are the benefits of multi-dimensional modeling?

Why traditional spreadsheets are unfit for developing businesses

Why traditional spreadsheets are unfit for developing businesses

Holly Perry explores how traditional spreadsheets impact a growing business and why financial modeling software is the ultimate solution.

Financial Data: Why Backend Infrastructure MattersFinancial Data: Why Backend Infrastructure Matters

Financial Data: Why Backend Infrastructure Matters

As banks and financial institutions drive to automate processes and ensure tighter integration, they are increasingly diverting their attention away from shiny, attention-grabbing customer-facing products. 

January 29, 2018

Video: Quantrix Authority – Working with StructureVideo: Quantrix Authority – Working with Structure

Video: Quantrix Authority – Working with Structure

In this video, Rich Lopez (Quantrix Authority) shows how to create and work with structure in Quantrix Modeler.

Can Your Organization’s Spreadsheets Keep Pace with Evolving Business Demands?Can Your Organization’s Spreadsheets Keep Pace with Evolving Business Demands?

Can Your Organization’s Spreadsheets Keep Pace with Evolving Business Demands?

It’s common knowledge that the world is run on spreadsheets. But, is the world’s most ubiquitous financial planning tool really the right one for your organization?

November 29, 2017

Video: Dimension 2017: Customer Use Case – Litehouse FoodsVideo: Dimension 2017: Customer Use Case – Litehouse Foods

Video: Dimension 2017: Customer Use Case – Litehouse Foods

Litehouse Foods, a US-based manufacturer of refrigerated salad dressings and sauces, explains how they revolutionized their business with Quantrix.

Danaher acquires IDBS

Danaher acquires IDBS

Danaher Corporation, a global science and technology innovator, announced an agreement to purchase our parent company, IDBS.

On-demand Webinar: Breaking the limitations of sales analyticsOn-demand Webinar: Breaking the limitations of sales analytics

On-demand Webinar: Breaking the limitations of sales analytics

In this webinar, Quantrix Product Manager, James Kipling, showcases how to quickly connect to Salesforce and the benefits multidimensional modeling brings to sales operations.

Forecasting for the future in a fast-growing businessForecasting for the future in a fast-growing business

Forecasting for the future in a fast-growing business

James Kipling explains why a forecasting-first approach is the primary driver that guides strategic decision making.

November 6, 2017

Brochure: Quantrix QloudBrochure: Quantrix Qloud

Brochure: Quantrix Qloud

Learn about the key features and benefits of Quantrix Qloud, the gateway to real-time collaboration, enabling you to securely share and collaborate on multi-dimensional models with colleagues and clients located anywhere with an internet connection.

Fast-Growing Business: Prepared For The Future?Fast-Growing Business: Prepared For The Future?

Fast-Growing Business: Prepared For The Future?

Fast-growing organisations can often struggle to look past the short term. With so much going on requiring their immediate attention,it’s no surprise that is the case, but this kind of approach can leave significant gaps in their future strategy.

November 1, 2017

Move aside Excel Ninjas – business transformation has new weaponsMove aside Excel Ninjas – business transformation has new weapons

Move aside Excel Ninjas - business transformation has new weapons

James Kipling talks to DataIQ, and explains why Excel is not fit for purpose when it comes to financial modeling.

October 27, 2017

Video: Quantrix Dimension 2017 Customer Use Case – BH ManagementVideo: Quantrix Dimension 2017 Customer Use Case – BH Management

Video: Quantrix Dimension 2017 Customer Use Case – BH Management

Jennifer Davis, Senior Asset Manager at BH Management shows how their 'all-in' approach to Quantrix allowed them to streamline their budgeting process.

Video: Quantrix Dimension 2017- Panel DiscussionVideo: Quantrix Dimension 2017- Panel Discussion

Video: Quantrix Dimension 2017- Panel Discussion

Laurence Painell, VP, Quantrix and our panelists at Dimension 2017 discuss how businesses can solve the challenges they face in business and financial modeling.

Customer Success Story – Keir Corp uses Quantrix to be More Effective for their Clients
Customer Success Story – Keir Corp uses Quantrix to be More Effective for their Clients

Customer Success Story – Keir Corp uses Quantrix to be More Effective for their Clients

By using Quantrix , Keir Corp quartered their time when building complex models, which resulted in reducing costs and increasing efficiency for their clients.

How to avoid common data mistakesHow to avoid common data mistakes

How to avoid common data mistakes

Everyone has read about the corporate scandals caused by some pretty basic spreadsheet blunders – here’s how to avoid them.

October 17, 2017

Breaking the limitations of sales analytics

Breaking the limitations of sales analytics

Sales operations reporting was traditionally only performed by practical sales managers, vying to validate the fruits of their labour (or at least justify their own salaries). Often, the types of analysis undertaken were simple and short sighted, usually demonstrating how their actions led to good results in the previous quarter, and rarely, if at all, investigating underperformance.

Video: Quantrix Modeler 2018 Launch and ShowcaseVideo: Quantrix Modeler 2018 Launch and Showcase

Video: Quantrix Modeler 2018 Launch and Showcase

Quantrix Product Manager, James Kipling, introduces Quantrix Modeler 2018, our latest release of the worlds leading business modeling software.

Beautiful visualisations are worthless without good dataBeautiful visualisations are worthless without good data

Beautiful visualisations are worthless without good data

James Kipling explores why only visualizations are worthless without good data and how it doesn't serve good decision making.

September 22, 2017

Quantrix launches new enterprise Software-as-a-Service capabilities

Quantrix launches new enterprise Software-as-a-Service capabilities

Quantrix’s enterprise customers now have access to a full SaaS, end-to-end model management solution for enterprise business modeling.

September 11, 2017

Executive Insight: Michael SalisburyExecutive Insight: Michael Salisbury

Executive Insight: Michael Salisbury

Michael Salisbury discusses Quantrix's ethics and goals in this interview with Finance Monthly.

September 15, 2017

Fintech Offerings are Challenging the Traditional Banking SystemFintech Offerings are Challenging the Traditional Banking System

Fintech Offerings are Challenging the Traditional Banking System

The last decade has seen an explosion of disruptive FinTech offerings that are challenging to the traditional banking system.

August 17, 2017

Analysing financial data: Best practices for banksAnalysing financial data: Best practices for banks

Analysing financial data: Best practices for banks

Mike Salisbury discusses the key points of analysing financial data for the banking industry.

August 7, 2017

How to capture and analyse your financial data more effectivelyHow to capture and analyse your financial data more effectively

How to capture and analyse your financial data more effectively

James Kipling explores ways to effectively capture and analyse financial data.

July 27, 2017

Video: Quantrix Authority – Dependency InspectorVideo: Quantrix Authority – Dependency Inspector

Video: Quantrix Authority – Dependency Inspector

Rich Lopez explores Quantrix Modeler's Dependency Inspector in this short video.

Video: Introduction to Quantrix Authority TrainingVideo: Introduction to Quantrix Authority Training

Video: Introduction to Quantrix Authority Training

Want to learn Quantrix? Want to become a Quantrix master? Rich Lopez introduces his Quantrix Modeler Training.

Towards the bank of tomorrowTowards the bank of tomorrow

Towards the bank of tomorrow

This article looks at a selection of emerging trends and the role they will play in solving problems for the banks of tomorrow.

July 11, 2017

Customer Success Story – University of Osnabrueck uses Quantrix to educate future decision makers
Customer Success Story – University of Osnabrueck uses Quantrix to educate future decision makers

Customer Success Story – University of Osnabrueck uses Quantrix to educate future decision makers

Dr.-Ing. Bodo Rieger from University of Osnabrueck talks through why they chose Quantrix to teach powerful and efficient modeling capabilities to their students.

Brochure: Quantrix ModelerBrochure: Quantrix Modeler

Brochure: Quantrix Modeler

Quantrix helps businesses modernize their finance and operational practices, increase efficiency and transform their operations by providing an enterprise level platform that improves throughput, analytics, traceability and sharing of critical business data and insight.

Learn more about the key features and benefits of the world's leading business and financial modeling software, Quantrix Modeler

Video: Rich Lopez, Quantrix AuthorityVideo: Rich Lopez, Quantrix Authority

Video: Rich Lopez, Quantrix Authority

Rich Lopez gives insight into his YouTube channel, Quantrix Authority, which provides short tutorials on the power of Quantrix Modeler.

6 Reasons why you should replace spreadsheets now!

6 Reasons why you should replace spreadsheets now!

Find out the top 6 reasons why you should look to replace your current spreadsheet dependent processes.

Cloud procurement best practices

Cloud procurement best practices

This blog tackles a variety of questions that arise with respect to cloud procurement.

Cloud Adoption for Fintech SystemsCloud Adoption for Fintech Systems

Cloud Adoption for Fintech Systems

What do you need to consider when evaluating Finech cloud-based products?

May 12, 2017

How to Stay Certain in Uncertain Times

How to Stay Certain in Uncertain Times

Unforeseen outside factors as well as internal spreadsheet errors can negatively impact your business. Find out how Quantrix can help.

What’s The Real Value Of A ‘Forecasting First’ Approach?What’s The Real Value Of A ‘Forecasting First’ Approach?

What’s The Real Value Of A ‘Forecasting First’ Approach?

James Kipling outlines the importance of good forecasting and gives an insight into its impact on businesses.

April 24, 2017

On-demand Webinar: Next Generation SpreadsheetsOn-demand Webinar: Next Generation Spreadsheets

On-demand Webinar: Next Generation Spreadsheets

Watch this webinar and see why thousands of users have already made the jump from excel to the next generation business modeling platform.

Customer Success Story – LivingWorks
Customer Success Story – LivingWorks

Customer Success Story – LivingWorks

LivingWorks had many challenges using Excel for their budgeting process. By using Quantrix they made their budgeting process faster and more efficient.

Discounted Cash Flow for BusinessDiscounted Cash Flow for Business

Discounted Cash Flow for Business

This model contains a discounted cash flow analysis that can be used to evaluate an investment opportunity. Multiple companies are layered into the model to easily compare different investment opportunities.

Whitepaper: Quantrix and Excel 3 key differencesWhitepaper: Quantrix and Excel 3 key differences

Whitepaper: Quantrix and Excel: 3 Key Differences

Find out the key differences between Excel and Quantrix Modeler, and learn the key advantages of Quantrix Modeler.

Whitepaper: What is the True Cost of Spreadsheets?Whitepaper: What is the True Cost of Spreadsheets?

Whitepaper: What is the True Cost of Spreadsheets?

Have you ever thought about the true cost of spreadsheets to your business?

Commercial Real Estate Valuation and FeasibilityCommercial Real Estate Valuation and Feasibility

Commercial Real Estate Valuation and Feasibility

This model shows a typical analysis to estimate the value of commercial property and to project future financial results for a ten year holding period. This model calculates for two properties, but could easily be expanded to handle more. This model is based on a spreadsheet model created by Questor Consulting.

Customer Success Story – Business Modeling of the Future: Litehouse Foods
Customer Success Story – Business Modeling of the Future: Litehouse Foods

Customer Success Story – Business Modeling of the Future: Litehouse Foods

Rich Lopez, FP&A Analyst, talks us through how he uses Quantrix Modeler to create scalable, robust models over 10 times faster than he used to in Microsoft Excel.

Video: Quantrix in 60 SecondsVideo: Quantrix in 60 Seconds

Video: Quantrix in 60 Seconds

Discover Quantrix, next generation multi-dimensional modeling software.

Video: Quantrix OverviewVideo: Quantrix Overview

Video: Quantrix Overview

Discover the key benefits and capabilities of Quantrix Modeler

Brochure – Services & TrainingBrochure – Services & Training

Brochure – Services & Training

Our professional services can help support you whether you’re evaluating alternatives to a spreadsheet-based process or have a mandate for an enterprise-wide modelling platform.

Whitepaper: The Forecasting Value ChangeWhitepaper: The Forecasting Value Change

Whitepaper: The Forecasting Value Change

Have you ever thought about your Forecasting challenges?

QA-E151 Creating ScenariosQA-E151 Creating Scenarios

Quantrix Authority | Episode 151: Creating Scenarios in Quantrix

Creating scenarios in Quantrix is a simple as creating a new category tile then linking it to your calculations and assumptions matrix. This truly shows the power of Quantrix. No matter how complex your model as long as it has the scenarios category linked it works quite easily.

QA-E148 EclipseQA-E148 Eclipse

Quantrix Authority | Episode 148: Eclipse in Quantrix Formula

Learn what a formula eclipse is and how to fix it using a skip.

Canvas Component Examples

Canvas Component Examples

This model demonstrated in the 2014 seminar shows various canvas components availble in Quantrix and how they can be used to make interactive dashboards for users.

Customer Success Story – Mischler Financial Group Uses Quantrix Qloud to Stand Apart
Customer Success Story – Mischler Financial Group Uses Quantrix Qloud to Stand Apart

Customer Success Story – Mischler Financial Group Uses Quantrix Qloud to Stand Apart

Mischler Financial created a series of models developed on the Quantrix Qloud platform has created a “slam dunk” edge for the firm.

QA-E117 Conditional Formatting Recursion ExpressionQA-E117 Conditional Formatting Recursion Expression

Quantrix Authority | Episode 117: Conditional Formatting with Recursion Expressions

Learn how to use a recursion expression to format a cell when it's value changes over time.

People of Quantrix: Brian Cabana, Engineering Manager

People of Quantrix: Brian Cabana, Engineering Manager

Meet the team. In this blog you’ll meet Brian Cabana, a Quantrix employee since 2003.

Webinar: Quantrix Version 6 – Salesforce & Tableau IntegrationsWebinar: Quantrix Version 6 – Salesforce & Tableau Integrations

On-demand Webinar: Quantrix Version 6 - Salesforce & Tableau Integrations

Gain more valuable insight about your corporate data and share it with more people in your organization. Learn more about these out-of-the-box integrations to Salesforce and Tableau available in V6. Plus also get a sneak-peek of our new data filtering functionality!

Webinar: Quantrix Version 6 – Qloud Integration and Tablet CompatibilityWebinar: Quantrix Version 6 – Qloud Integration and Tablet Compatibility

On-demand Webinar: Quantrix Version 6 - Qloud Integration and Tablet Compatibility

Version 6 introduces self-service modeling for the entire enterprise. Seamless storage and access to models, plus Qloud compatibility with tablet devices.

Webinar: Quantrix Version 6 – New User InterfaceWebinar: Quantrix Version 6 – New User Interface

On-demand Webinar Quantrix Version 6 - New User Interface

Redesigned UI on the desktop that is clean, sleek, modern, and easier to use. New icons and toolbars, new color themes, and a new launch panel. Plus, customizable formula syntax highlighting with colors.

Webinar: Introduction to Quantrix – 5 Key ConceptsWebinar: Introduction to Quantrix – 5 Key Concepts

On-demand Webinar: Introduction to Quantrix - 5 Key Concepts

This webinar is intended for users new to Quantrix. We will cover 5 key concepts including Dimensions, Formulas, Data Integration, Presentation Canvas and Qloud.

Webinar: Quantrix Version 6.2 Desktop and Qloud OverviewWebinar: Quantrix Version 6.2 Desktop and Qloud Overview

On-demand Webinar: Quantrix Version 6.2 Desktop and Qloud Overview

We released version 6.2 of Qloud and Desktop on June 2nd, 2016! This is a recording of a webinar from June 22nd providing an overview on the new features and enhancements.

Webinar: Quantrix Version 6 – Dependency InspectorWebinar: Quantrix Version 6 – Dependency Inspector

On-demand Webinar: Quantrix Version 6 - Dependency Inspector

Quantrix Version 6 features a complete redesign of the tool that helps you decipher formulas and visually track their dependencies. These improvements are a must see for the serious modeler.

Customer Success Story – Logistics Capital and Strategy uses Quantrix for Quantitative Modeling
Customer Success Story – Logistics Capital and Strategy uses Quantrix for Quantitative Modeling

Customer Success Story – Logistics Capital and Strategy uses Quantrix for Quantitative Modeling

Logistics Capital and Strategy is a financial advisory firm focused on the transportation and logistics sector. It switched to Quantrix for quantitative modeling because its Excel model had gotten out of control.

Customer Success Story – Validus Uses Quantrix for Financial Planning
Customer Success Story – Validus Uses Quantrix for Financial Planning

Customer Success Story – Validus Uses Quantrix for Financial Planning

Validus, a holding company for reinsurance, insurance operating companies and investment advisors, use Quantrix for scenario testing and for building capital models, of which some with over a billion cells.

Customer Success Story – Jackson Laboratory
Customer Success Story – Jackson Laboratory

Customer Success Story – Jackson Laboratory

Nathan Briggs, Senior Treasury Analyst at Jackson Laboratory, uses the Quantrix business planning and modeling solution to manage endowment and treasury portfolios.

QA-E069 Slider en MasseQA-E069 Slider en Masse

Quantrix Authority | Episode 069: Change Slider Bounds En Masse on Presentation Canvas

Learn how to change slider bounds en-masse on the presentation canvas. Don't do them individually.

Customer Success Story – University of Trento
Customer Success Story – University of Trento

Customer Success Story – University of Trento

Luca Erzegovesi of the University of Trento has been using Quantrix in the classroom for more than seven years to teach students about financial planning.

 

Rich Lopez, aka the “QuantrixAuthority”, Creates YouTube Channel for Quantrix Users

Rich Lopez, aka the “QuantrixAuthority”, Creates YouTube Channel for Quantrix Users

Need assistance learning Quantrix? This blog shares the exciting news that Rich Lopez has started a YouTube channel to help modelers learn Quantrix.

QA-E016 Not two-dimensionalQA-E016 Not two-dimensional

Quantrix Authority | Episode 016: Quantrix is not two-dimensional

Learn the benefits of being able to model using a multi-dimensional modeling tool as opposed to a traditional two-dimensional spreadsheet

People of Quantrix: Tom Ahern Joins Quantrix
Tom Ahern

People of Quantrix: Tom Ahern Joins Quantrix

Meet the team. In this blog you’ll meet Tom Ahern, a Quantrix Account Manager.

QA-E007 Datalink csvQA-E007 Datalink csv

Quantrix Authority | Episode 007: DataLink csv

How to Use DataLink in Quantrix Modeler to import data from a .csv file

Whitepaper: You Can’t Always Get from A to BWhitepaper: You Can’t Always Get from A to B

Whitepaper: You Can't Always Get from A to B

Finance and data modeling professionals are challenged on a daily basis to deliver accurate and timely answers to business questions using a 25 year old paradigm.

People of Quantrix: Shane Davison, Senior Software Developer

People of Quantrix: Shane Davison, Senior Software Developer

Meet the team. In this blog you’ll meet Shane Davison, a Lead Engineer, and find out the type of work he’s been doing at Quantrix.

QA-E002 Sum SelectQA-E002 Sum Select

Quantrix Authority | Episode 002: Sum Select

Learn the Power of the Select Function in Quantrix Modeler

Customer Success Story – ATK Improve Business Management with Consolidated Plans and Forecasts
Customer Success Story – ATK Improve Business Management with Consolidated Plans and Forecasts

Customer Success Story – ATK Improve Business Management with Consolidated Plans and Forecasts

Many companies use Excel for business planning and forecasting as a default, but those who explore alternate tools can reap huge business benefits.

Capital Investment PlanningCapital Investment Planning

Capital Investment Planning

This model forecasts the power demand for a renewable wind farm and analyses scenarios for investment comparing ROI, IRR and NPV.

Quantrix Offers Collaborative Environment for Essla International

Quantrix Offers Collaborative Environment for Essla International

Ernesto Seijas, of Essla International, spoke at our Seminar by the Sea about his experiences using Quantrix.

Customer Success Story – Quantrix Delivers Business Insight to Litehouse
Customer Success Story – Quantrix Delivers Business Insight to Litehouse

Customer Success Story – Quantrix Delivers Business Insight to Litehouse

Charity Hegel is the Director of Finance at Litehouse, Inc. sat down with us to discuss the company’s use of Quantrix and the benefits it bring to their teams and across the company.

Business Pro
Business Pro

Business Pro

Business Pro is a Mexico City-based consulting firm that helps large companies in Mexico and throughout the world to improve their business forecasting and budgeting.

Customer Success Story – Lipkie Consulting
Customer Success Story – Lipkie Consulting

Customer Success Story – Lipkie Consulting

At our Seminar by the Sea event, Christie Kent of Lipkie Consulting delivered a presentation to the attendees on developing cash flow waterfalls using Quantrix.

Converting A Uniform Distribution Into A Normal Distribution

Converting A Uniform Distribution Into A Normal Distribution

This model demonstrates how to convert a uniform distribution into a normal distribution. The model uses the RAND() function to generate a probability between 0 and 1 and the NORMINV() function to convert that probability into an occurrence within a normal distribution based on a defined mean and standard deviation. The model also charts the results to illustrate the distribution of occurrences calculated with this logic. Inverse distribution functions such as NORMINV() are available for most probability distributions, and could be used similarly to convert a uniform distribution.

Quantrix Launches Private Cloud for Enterprise Business Planning, Budgeting, and Forecasting Models

Quantrix Launches Private Cloud for Enterprise Business Planning, Budgeting, and Forecasting Models

Enterprise version of Quantrix Qloud enables customers to host models behind their own firewalls for secure sharing and collaboration

October 21, 2014

Discounted Cash Flow AnalysisDiscounted Cash Flow Analysis

Discounted Cash Flow Analysis

This model calculates the unlevered free cash flow from simple assumptions and then performs two types of analysis on the data to determine the price per share: 1. EBITA Multiple Method. 2. Perpetuity Growth Method.

Financial Ratio Analysis

Financial Ratio Analysis

This template contains a quarterly income statement, balance sheet and a matrix that calculates the relevant financial ratios. (Earnings per Share, Gross Margin, Quick Ratio, etc.) Multiple companies are layered into the model for easy, side-by-side analysis.

Financial Planning

Financial Planning

This model provides a structure for a multi-year business financial planning with a detailed sales and gross margin calculation for multiple products. Schedules to track production costs, operating costs and labor costs are built into the model.

Flash Tour Cars

Flash Tour Cars

This model shows an expanded version of the Quantrix model file built during the flash tour. The model includes a revenue and costs forecast.

Payroll Quarterly Tax Reporting

Payroll Quarterly Tax Reporting

This model allows for input of an SMB payroll and withholding amounts for each pay period. The model summarizes employee withholdings on a quarterly basis and the employer's share of Social Security and Medicare taxes. It also calculates the employer's unemployment tax for the year allowing for easy quarterly tax reporting.

Investment Banking

Investment Banking

This model is built using statistical functions provided in Quantrix Modeler to analyze the return of a portfolio with a given level of risk.

Black-Scholes Option PricingBlack-Scholes Option Pricing

Black-Scholes Option Pricing

Use this Quantrix model to determine option values using the Black-Scholes Model.

Integrated Financial Statements

Integrated Financial Statements

This model is an example of an integrated financial statement with a balance sheet, income statement and cash flow statement. This model presents a forecast of these statements based on simple income, inventory and tax assumptions.

Accounts Receivable Payment Planning

Accounts Receivable Payment Planning

With the INDIRECT function, this model uses the customer’s historical payment habits to calculate projected cash flow from sales

Capital Investment Payback

Capital Investment Payback

This model analyzes the length of time between an initial investment and the recovery of the investment from its annual cash flow. Multiple investment scenarios are layered into the model

Getting Started with Quantrix – Tips from Quantrix Training Expert Valerie Grenier

Getting Started with Quantrix – Tips from Quantrix Training Expert Valerie Grenier

Valerie Grenier, a Quantrix training expert, shares some insights into how to get started with Quantrix and some common mistakes beginners make.

Range Data Categories

Range Data Categories

This model shows a technique of categorizing data into range ‘buckets’ using the SELECTGREATERTHAN function.

Bond PricingBond Pricing

Bond Pricing

This model calculates the bond price and par amount owned for multiple bond types, yields and lengths of bonds. This model can be easily expanded to include more types of bonds at varying yields under different scenarios.

Balance Sheet

Balance Sheet

A simple balance sheet model with some quick ratios. This model was created using copy and paste techniques from a two-dimensional spreadsheet.

Unique Rank

Unique Rank

The standard RANK function found in typical spreadsheet applications is also included with Quantrix Modeler. The RANK function assigns equal ranks to duplicate values, which is not always desirable. This template shows how you can use the RANK function to assign unique ranks by adding conditions to the formula.

Customer Success Story – James Heagney Associates
Customer Success Story – James Heagney Associates

Customer Success Story – James Heagney Associates

Hear how Jim Heagney overcame the financial planning shortcomings of Excel by switching to Quantrix for all his financial preparation and reporting needs.

LBO Feasibility

LBO Feasibility

This model uses assumptions to perform an LBO feasibility analysis to tell you whether an LBO is likely to occur. The user can perform 'what-if' analysis to see what would happen if these assumptions might change.

Merger

Merger

This model shows how Quantrix can model a company merger. It calculates the pro-forma financials post merger and also calculates the accretion/dilution of the share price for the company formed after the merger. Quantrix makes it easy to model different purchase scenarios and see the effects these will have on the combined statement.

Sales Analysis with Dashboard And Direct Connection to Database

Sales Analysis with Dashboard And Direct Connection to Database

This model leverages DataPush and the open source database H2. The model includes a direct connection to database for rapid access of data.

Customer Success Story – RAG Uses Quantrix Modeler for Project Economics, Portfolio Analysis and Business Planning
Customer Success Story – RAG Uses Quantrix Modeler for Project Economics, Portfolio Analysis and Business Planning

Customer Success Story – RAG Uses Quantrix Modeler for Project Economics, Portfolio Analysis and Business Planning

Oil and gas exploration and production is a complex and risky business where the success or failure of each project relies on numerous, fluctuating variables.

Rolling Average

Rolling Average

This template shows a rolling average calculation for an interest rate problem, all with one formula.

Is that Season Pass Worth It? Quantrix for Personal Finance
Quantrix for personal finance

Is that Season Pass Worth It? Quantrix for Personal Finance

While Quantrix is promoted as a business tool, the software can also be applied to answer personal finance questions.

Accounts Receivable Payment Planning

Accounts Receivable Payment Planning

With the INDIRECT function, this model uses the customer’s historical payment habits to calculate projected cash flow from sales.

Multi-Company And Multi-Currency

Multi-Company And Multi-Currency

This financial model incorporates multiple companies as well as multiple currencies.

Customer Success Story – Power Market Consulting
Customer Success Story – Power Market Consulting

Customer Success Story – Power Market Consulting

Hear how Henry Shin, Principal of Power Market Consulting, has used Quantrix to develop OASISLive, a tool that models congestion revenue rights (CRR) in California’s power market.

 

The Value of Multidimensional Modeling with Quantrix – An Interview with Software Executive George Pappas

The Value of Multidimensional Modeling with Quantrix – An Interview with Software Executive George Pappas

In this interview, learn the benefits of multidimensional modeling. Find out what makes Quantrix different from traditional spreadsheets.

Quantrix Survey Outlines Challenges Faced by Business and Finance Professionals

Quantrix Survey Outlines Challenges Faced by Business and Finance Professionals

Our survey uncovered distinct challenges faced by business and finance professionals. See what we found and learn how Quantrix can help!

Loan Amortization with Scenarios

Loan Amortization with Scenarios

One of the most powerful concepts of Quantrix is demonstrated in this model where scenario categories analyze different ‘what-if’ situations in a loan amortization problem.

Balanced Scorecard

Balanced Scorecard

This model summarizes data from product management, finance and the support desk for a software company and performs a detailed analysis on the data to automatically generate periodic Quarterly Business Reviews with accompanying scorecard. This model was demonstrated at the Quantrix Seminar by the Sea 2014.

Integrated Financial Statements

Integrated Financial Statements

This model is an example of an integrated financial statement with a balance sheet, income statement and discount cash flow analysis.

Financial Planning

Financial Planning

This model provides a structure for a multi-year business financial planning with a detailed sales and gross margin calculation for multiple products. Schedules to track production costs, operating costs and labor costs are built into the model.

Retail Sales

Retail Sales

This would be a typical model for a large retail brand. The model incorporates roll ups for product lines, regions and stores. It also includes functionality for forecasting revenues based on a growth matrix.

Investment Capital Budgeting

Investment Capital Budgeting

This simulates a complex model that calculates the return and risk scenarios of financing particular investment projects.

Commercial Real Estate Valuation And Feasibility

Commercial Real Estate Valuation And Feasibility

This model shows a typical analysis to estimate the value of commercial property and to project future financial results for a ten year holding period. This model calculates for two properties, but could easily be expanded to handle more. This model is based on a spreadsheet model created by Questor Consulting.

Analysis Of Diprotic Acids For Fixed PH

Analysis Of Diprotic Acids For Fixed PH

This model performs a multi-dimensional analysis of diprotic acids and includes a chart of fractional composition [á(H2A), á(HA-) and á(A2-)] relative to pH.

Recursion Relations in Population Genetics

Recursion Relations in Population Genetics

This spreadsheet simulates the behavior of a population of diploid organisms having two alleles (A & a) for a given gene where the viabilities of the homozygotes AA and aa and the heterozygote Aa may be different.

Comparison of Population Growth in The US and China

Comparison of Population Growth in The US and China

An interesting model that compares the projected population growth rates of China and the United States. Export this model to HTML for an insightful presentation.

Major League Baseball Statistics

Major League Baseball Statistics

This is a fun model that takes the individual player statistics from the 2004 Major League Baseball season and calculates the top ten teams’ batting statistics.

Automatic Vs Manual Summary Items

Automatic Vs Manual Summary Items

This model shows the difference between automatic and manual summary items and how to use SKIP and IF statements in a model.

Cumulative Total

Cumulative Total

This model uses recursion formulas to calculate a cumulative total for data over a series of months. It also demonstrates advanced recursion techniques to get data totals for first, next, previous and last three months.

Student Grading

Student Grading

This model shows a method in grading and ranking student test scores over two sessions and a final grade. This is a good example of the use of the SELECT and RANK function to sort grade results.

Circular Reference

Circular Reference

A circular reference is needed when determining federal and state taxes when the two calculations depend on each other. Learn how to control circular references in Quantrix by downloading this file and reading the associated Modeler Note.

Time Roll Up

Time Roll Up

This model demonstrates how to incorporate year, month and quarter time elements into your models and write formulas to create quarterly and yearly summaries.

Inter-Model Formulas Example

Inter-Model Formulas Example

Using inter-model formulas, this set of models shows how division model data can be rolled up into a master model. Download and unzip the files into the same directory to see these models in action

Statistical Defect Analysis

Statistical Defect Analysis

This model takes raw data from a test report and then generates 'six sigma' control charts measuring defects, and thus product quality, by project and by date. These are used to identify statistical outliers, whilst being sensitive to the quantity of data presented for analysis.

Management Summary

Management Summary

This model demonstrates a technique to take raw sales data and roll up into summary matrices based on the class or group the sales data is part of.

Adding Value with Quantrix Modeler Skills
Adding Value with Quantrix Modeler Skills

Adding Value with Quantrix Modeler Skills

Do you create spreadsheet models? Take your model building to the next level with Quantrix!

Customer Success Story – Quantrix Delivers Dynamic Forecasting to Molymet
Customer Success Story – Quantrix Delivers Dynamic Forecasting to Molymet

Customer Success Story – Quantrix Delivers Dynamic Forecasting to Molymet

Materials-intensive businesses need numerous ‘what-if’ financial scenarios to manage purchasing decisions effectively.

Ernesto Seijas of Essla International
Ernesto Seijas of Essla International

Ernesto Seijas of Essla International

Essla International  is a Quantrix partner, and recently started using the business modeling solution to help its clients with budgeting and financial forecasting. At the 2014 Seminar by the Sea, Ernesto Seijas took some time to share his experiences using Quantrix.

“Best Practices” Approach to Financial Modeling

“Best Practices” Approach to Financial Modeling

This blog will help you build high integrity models with the Quantrix Modeling Methodology (QMM).

Scenario Planning and Quantrix Modeler

Scenario Planning and Quantrix Modeler

Find out the role Quantrix Modeler can play in your scenario planning.

Customer Success Story – Logistics Capital & Strategy Powers its ‘What if’ Scenario Analysis with Quantrix
Customer Success Story – Logistics Capital & Strategy Powers its ‘What if’ Scenario Analysis with Quantrix

Customer Success Story – Logistics Capital & Strategy Powers its ‘What if’ Scenario Analysis with Quantrix

Logistics Capital & Strategy is a Washington, DC-based company that specializes in supply-chain-intensive industries that require analysis and modeling of large amounts of data with multiple views and often across many ‘what if’ scenarios.

IDBS Acquires Quantrix to Provide Integrated Business Intelligence and Modeling Solutions to a Global Customer Base

IDBS Acquires Quantrix to Provide Integrated Business Intelligence and Modeling Solutions to a Global Customer Base

Leading provider of innovative data management and analytics solutions enhances portfolio with advanced business modeling and analytics solutions from Quantrix

August 26, 2010

Customer Success Story – EVN Uses Quantrix to Forecast the Energy Market
Customer Success Story – EVN Uses Quantrix to Forecast the Energy Market

Customer Success Story – EVN Uses Quantrix to Forecast the Energy Market

EVN is an Austria-based conglomerate that provides electricity, gas, heating, water, waste incineration and related services to more than three million customers in 18 countries.