K2's Excel Budgeting Techniques
Earn 2 CPE Credits!
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Excel provides an outstanding variety of tools for accumulating, analyzing and reporting budgetary data. Beyond data access tools (ODBC, XML, and web queries), Excel provides many analytical tools, such as regression analysis, data tables for sensitivity analysis, and linear programming with Goal Seek or Solver. This session focuses on the analytical features available in Excel for budget preparation. In addition to the functionality already mentioned, tools for calculating moving averages, consolidating budgetary data, and making seasonal adjustments and allocations will also be covered. Participants will have access to sample data files.

  • Differentiate between one-way and two-way data tables for forecasting revenues and expenses
  • Specify the four components of the regression equation
  • List some of the regression functions available in Excel
  • Analyze data with moving averages
  • Use Forecast Sheets to produce time series analysis of data
  • Describe the general procedure for using Solver in the budget process
  • Identify three automated methods of consolidating budget data
  • None
  • Fundamental knowledge of computer operations and Microsoft Office Excel
  • Intermediate
  • 103648

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