Instructor for this course

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 PivotTable?

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” PivotTable that allows Operation Team to put forecasts and budgets directly in the PivotTable report.
  • Consolidating Actuals, Forecasts and Budgets from different data sources by using Power Query.
  • Building integrated Slides from Excel Reports.


Course Key Concepts: Flat table, Cross table, Calculated field, Calculated item.

Learning Objectives

  • Discover and 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.
  • Recognize and understand ways to report budgets from the System using a PivotTable.
  • Explore methods of consolidating Actuals and Budgets from multiple data sources.
Last updated/reviewed: May 15, 2022

3 Reviews (16 ratings)Reviews

Member's Profile
I found the editable pivot table interesting, but I am not certain I can imagine it as a tool for my organization, but I will think on it. There were many other nice tips and tricks. If the attendee is not familiar with power query they may want to take a course on that first. However, if you are familiar with the query and pivot tables the course is nice because it doesn't trouble with material that is too basic.
Anonymous Author
This instructor is quite good and gives great screenshots for reference. I learned several new ideas today that I didn't even know existed in Excel. Well done!
Anonymous Author
This course help me to run budgeting and presentation to the board. Lee thanks for sharing these fantastic knowledge, following your session am an expert.


Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  0:36Introduction to Excel Magic 5-Building Interactive Budgeting in Excel Model
  1:38Forecasting and Budgeting Environment
  1:43Forecasting and Budgeting Challenges
  1:30Forecasting and Budgeting Challenges Cont'd
  1:14Instructor Introduction
  1:23Comparison with Other Similar Courses
  0:36What You Will Get from This Course?
Solution to Challenge No. 1
  3:00Building an interactive budgeting model
Solution to Challenge No. 2
  3:17Building a PivotTable report
Solution to Challenge No. 3
  2:32Building an “Editable” PivotTable-Part 1
  5:30Building an “Editable” PivotTable-Part 2
  2:52Building an “Editable” PivotTable-Part 3
  3:45Building an “Editable” PivotTable-Part 4
Solution to Challenge No. 4
  6:48Reporting from System using PivotTable
Solution to Challenge No. 5
  1:48Consolidating Actuals and Budgets-Part 1
  5:32Consolidating Actuals and Budgets-Part 2
  4:53Consolidating Actuals and Budgets-Part 3
Solution to Challenge No. 6
  3:10Building Integrated Presentation Slides
  0:25Next Course & Q&A
  53:42Excel Magic 5: Building Interactive Budgeting Model in Excel
  PDFSlides: Excel Magic 5: Building Interactive Budgeting Model in Excel
  PDFExcel Magic 5: Building Interactive Budgeting Model in Excel Glossary/ Index
  XLSMWorkbook: Excel Magic 5: Building Interactive Budgeting Model in Excel
  XLXSWorkbook: Excel Magic 5: Building Interactive Budgeting Model in Excel