Description

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.