Budgeting and Forecasting with Excel Course
Budgeting and Forecasting with Excel Course
An online Budgeting and Forecasting with Excel Course that covers all the key aspects of building budget and forecast spreadsheets in Excel.
- Time Req – 16 hrs
- Skill Score >5
- FAQ
- All Online Courses
- Live Course Options
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Learn Spreadsheet best practice, Budget and Forecast template design and use, and various other useful tips and tricks
Modules
Spreadsheet Best Practice
Lessons
- Why should you follow best practice guidelines for budgets Free Preview
- Consistency – no hard coding numbers in excel Free Preview
- Consistency of Row and Column structures Free Preview
- Consistency of Formula across rows/ columns Free Preview
- Consistently using inbuilt Excel Formulas Free Preview
- Consistently use simple Excel formulas (even if you need to use more cells) Free Preview
- Consistently use the same formats and units throughout Free Preview
- Consistently display negative numbers clearly Free Preview
- Consistency of headers and flags Free Preview
- Separating the inputs, calculations and outputs Free Preview
- Separation- Dealing with the inputs of a budget/ forecast Free Preview
- Separation- Dealing with the Calculations of a budget/ forecast Free Preview
- Separation- Dealing with the Reports of a budget or forecast Free Preview
- Spreadsheet Integrity Free Preview
Other Spreadsheet Best Practice Suggestions
Lessons
Excel related tips and tricks for budgeting
Lessons
- Viewing many parts of the spreadsheet (at the same time)
- Doing Quick Calculations when Budgeting and Forecasting
- Where should you start building your formula?
- Which cell should you check if there is an error?
- How to build nested formula in Excel
- Determining which Excel function to use
- The flow of a budget or forecast
- Data Validation
Essential Knowledge
Lessons
Headers for budgeting and forecasting
Lessons
Aggregation
Lessons
Dates in Budgets and Forecasts
Lessons
OFFSET in budgeting and forecasting
Lessons
Working capital for budgets and forecasts
Lessons
Summary Example up to this point
Lesson
Some more budgeting and forecasting tips and tricks
Lessons
VLOOKUP in budgets
Lessons
Summary example to this point
Lesson
Comparing Budgets and Forecasts to Actuals
Lessons
- Best way to compare actuals with your budgets/ forecasts
- Conditional Formatting
- EXERCISES: Conditional Formatting
- CHOOSE function
- EXERCISE: Budget vs Actual vs Forecast Example 1
- Waterfall Chart
- EXERCISE: Budget vs Actual vs Forecast Example 2
- Variance Calculation
- EXERCISE: Budget vs Actual vs Forecast Example 3