In this webinar recording I will share a budget structure I have used successfully to create a budget that allows a couple of levels. This structure has some flexibility and incorporates a number of advanced Excel features that work well together. The budget template is scalable and can be applied to numerous scenarios.
This course version incorporates dynamic arrays and new functions that are currently only in the subscription version of Excel.
The Budget Template session outcomes will include
- discover a scalable, flexible Excel budget structure
- learn formulas that can easily consolidate budgets from multiple sheets, making uploads into accounting systems easier
- how to use dynamic arrays to automatically populate ranges
- how to use the new XLOOKUP function
- find out about a little-used function that can make allocations easier to create
- see how to use tables to add structure and flexibility to your Excel files
- a range name trick that involves formatted tables
- adding validations to your budgets
As always, you will also pick up a few other tips and tricks along the way.
This is a longer than normal session (1.5 hours) and covers many advanced topics that can simplify your budget process.
The Budget Template session outcomes will include
• discover a scalable, flexible Excel budget structure
• learn formulas that can easily consolidate budgets from multiple sheets, making uploads into accounting systems easier
• find out about a little-used function that can make allocations easier to create
• see how to use tables to add structure and flexibility to your Excel files
• a range name trick that involves formatted tables
• adding validations to your budgets
As always, you will also pick up a few other tips and tricks along the way.