Excel Magic 5 -Building Interactive Budgeting Model in Excel

Excel Magic 5 -Building Interactive Budgeting Model in Excel

The course is presented in three parts.

First, the course reveals the 3 environments forecasts and budgets are made and compare each one of them.

Next, the course presents 6 challenges in budget modeling and reporting. They include:

o How to accommodate Operation Team’s need to work from Excel while all budgets are in the Planning system?

o How to build an interactive budgeting model in Excel?

o How to write into a PivotTable?

Last, we provide 6 solutions to the above 6 challenges in budget modeling and reporting. They include:

o Building an interactive budgeting model that allows the Operation Team to make changes to forecasts and budgets and see the results instantaneously

o Building an “editable” PivotTable that allows Operation Team to put forecasts and budgets directly in the PivotTable report.

o Consolidating Actuals, Forecasts and Budgets from different data sources by using Power Query

o Building integrated Slides from Excel Reports:

Course Search Keywords

- Flat table

- Cross table

- Calculated field

- Calculated item

Learning Objectives

● Understand when and how to build an interactive budgeting model in Excel

● Identify reasons in building a PivotTable report vs a regular report with formulas

● Discover techniques on building an “editable” PivotTable

● Understand ways to report budgets from the System using a PivotTable

● Explore methods of consolidating Actuals and Budgets from multiple data sources

Learn how to build an "editable" PivotTable as an interactive budgeting model

Url: View Details

What you will learn

• Intermediate to Advanced Excel skills that will help you
• - to ace your Excel skills,
• - to find state-of-the art Excel functions,

Rating: 4

Level: Intermediate Level

Duration: 1 hour

Instructor: Lenny Wu, MBA, CPA, CGA