Create and Manage a Budget With Microsoft® Excel® © SkillPath. All rights reserved. Learning Objectives Structuring your budget Using the Forecasting tool Using the Scenario Manager © SkillPath. All rights reserved. Learning Objectives Summarizing expenses and incomes Choosing the appropriate template Listing all items within your budget © SkillPath. All rights reserved. Templates and Categories © SkillPath. All rights reserved. Templates and Categories © SkillPath. All rights reserved. Overview and Terminology • How to create, design and maintain robust business budgets in Excel • How to use an Excel model to build business budgets in a logical and structured manner • How to forecast income and expenses based on various scenarios • How to gather data from various sources to build your budget © SkillPath. All rights reserved. Table Layout © SkillPath. All rights reserved. Income and Expenses © SkillPath. All rights reserved. Data Bar © SkillPath. All rights reserved. Icons and Formatting © SkillPath. All rights reserved. Icons and Formatting © SkillPath. All rights reserved. Dynamic Arrays © SkillPath. All rights reserved. Line Items © SkillPath. All rights reserved. Table Formatting © SkillPath. All rights reserved. Calculating the Difference Between Budget and Actual © SkillPath. All rights reserved. Adding a Helper Column © SkillPath. All rights reserved. Highlighting to Find Specific Months’ Performance © SkillPath. All rights reserved. Using a Power PivotTable © SkillPath. All rights reserved. Using a Power PivotTable © SkillPath. All rights reserved. Sorting Your PivotTable © SkillPath. All rights reserved. Joining Your PivotTable © SkillPath. All rights reserved. Calculating Your Goals © SkillPath. All rights reserved. Using Scenario Manager © SkillPath. All rights reserved. Using the Forecasting Tool Creating a Forecasting Worksheet • Use historical data to create a visual forecast worksheet. • A forecast can’t be created when the timeline isn’t evenly spaced. The dates or numbers in a valid timeline must have a consistent gap between consecutive points (every Jan. 1, every seven days, 05-10-15-20 etc.). • Make sure your timeline doesn’t contain grouping or subtotals. © SkillPath. All rights reserved. Follow SkillPath on social media! Go to skillpath.com and check out our Training Insider blog for the latest industry news, trends and tips! © SkillPath. All rights reserved.
