Learn how to build an "editable" PivotTable as an interactive budgeting model.
The course is presented in three parts. First, the course reveals the 3 environments forecasts and budgets are made and compares 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: Field of Study: Computer Software & Applications
9 activities • 20 videos • duration: 53m
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
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Learnt so much in this course - Not often do I get excited about courses, but this one I was genuinely excited to learn
Great course, clear and easier to understand
useful tool if you want to use this for Direct, mgt, Admin and Operating with the same accounts for each group. I will have to try this
Very good explanations on building a budget model in excel
