Please ensure Javascript is enabled for purposes of website accessibility

About This Course

Who this course is for:

  • Business managers
  • Accounting professionals

What you’ll learn: 

  • Understand when and how to build an interactive budgeting model in Excel
  • Identify reasons in building a Pivot Table report vs a regular report with formulas
  • Discover techniques on building an “editable” Pivot Table
  • Understand ways to report budgets from the System using a Pivot Table
  • Explore methods of consolidating Actuals and Budgets from multiple data sources

Requirements: 

  • Basic Excel knowledge, example – be able to open one Excel file and connect to external data files, etc.
  • Excel Pivot Table: basics
  • Ideally completed the course, Excel Power Query – Ultimate Data Transformation

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:

  • How to accommodate Operation Team’s need to work from Excel while all budgets are in the Planning system
  • How to build an interactive budgeting model in Excel
  • How to write into a Pivot Table

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

  • Building an interactive budgeting model that allows the Operation Team to make changes to forecasts and budgets and see the results instantaneously
  • Building an “editable” Pivot Table that allows the Operation Team to put forecasts and budgets directly in the Pivot Table report.
  • Consolidating Actuals, Forecasts and Budgets from different data sources by using Power Query
  • Building integrated Slides from Excel Reports

Our Promise to You

By the end of this course, you will have learned how to build interactive budgeting models in Excel.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about budget modeling and reporting in Excel.

Course Curriculum

Section 1 - Introduction
Introduction 00:00:00
Forecasting And Budgeting Environment 00:00:00
Forecasting And Budgeting Challenges 00:00:00
Forecasting And Budgeting Challenges (Cont’d) 00:00:00
Instructor 00:00:00
How This Course Is Compared With “Other Similar Courses” 00:00:00
What You Will Get From This Course 00:00:00
Interactive Budgeting – Practice Tests 00:00:00
Section 2 - Solution To Challenge No. 1 – Building An Interactive Budgeting Model
Solution To Challenge No. 1 00:00:00
Section 3 - Solution To Challenge No. 2 – Building A PivotTable Report
Solution To Challenge No. 2 00:00:00
Section 4 - Solution To Challenge No. 3 – Building An “Editable” PivotTable
Solution To Challenge No. 3 (Part 1) 00:00:00
Solution To Challenge No. 3 (Part 2) 00:00:00
Solution To Challenge No. 3 (Part 3) 00:00:00
Solution To Challenge No. 3 (Part 4) 00:00:00
Section 5 - Solution To Challenge No. 4 – Reporting From System Using PivotTable
Solution To Challenge No. 4 00:00:00
Section 6 - Solution To Challenge No. 5 – Consolidating Actuals And Budgets
Solution To Challenge No. 5 (Part 1) 00:00:00
Solution To Challenge No. 5 (Part 2) 00:00:00
Solution To Challenge No. 5 (Part 3) 00:00:00
Section 7 - Solution To Challenge No. 6 – Building Integrated Presentation Slides
Solution To Challenge No. 6 00:00:00
Section 8 - Conclusion
Takeaways 00:00:00
Next Course And Q&A 00:00:00
top
Template Design © VibeThemes. All rights reserved.

Setup Menus in Admin Panel