Excel Magic 5 -Building Interactive Budgeting Model in Excel
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Brief Introduction
Learn how to build an "editable" PivotTable as an interactive budgeting modelDescription
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:
Requirements
- Requirements
- Basic Excel
- Example: be able to open one Excel file and connect to external data files, etc.
- Basic Power Query
- Recommended prerequisite: Power Query (Part 1): Ultimate Data Transformation
- Basic Pivot Table
Excel Magic 5 -Building Interactive Budgeting Model in Excel
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Learn how to build an "editable" PivotTable as an interactive budgeting model The course is presented in three parts. Next, the course presents 6 challenges in budget modeling and reporting....
