Excel Yourself/Budget Challenge - 2025 - Subscription version

Budget Challenge Course

In early November 2018 I became aware of a challenge to create a budget based on a scenario set by an academic who wanted to research various solutions to budgeting problems in Excel.
NOTE: This is not a beginner's session.
The academic presented his findings in July 2019 and I have included his paper and his solution  in the materials. As far as I can see his results and mine match. I believe my solution is simpler.
The techniques presented only apply to the subscription version of Excel.

This webinar is based on a budget scenario which you need to read before starting. It is only 3 pages long. Topics covered include

  • using the new SEQUENCE function

  • using the new LET function

  • using the new dynamic arrays

  • a workaround for dynamic arrays and dates

  • using XLOOKUP (better alternative to VLOOKUP)

  • 3-D formulas and techniques to make using them easy

  • using a reporting template

  • validations

  • extracting sheet names

  • automating reports

As always there will be a few other tips and tricks shared along the way.

  • Free

Budget Challenge - 2025 - Subscription version

This course is based on a budgeting challenge set by an academic. People from around the world entered. In this session I take you through a revision to my original solution which matched his results. This revised solution uses the subscription version of Excel and dynamic arrays - a new way to calculate in Excel. Version: Microsoft 365 Recorded: Feb 2025 Level: Intermediate to Advanced Duration: 1 hour Price: Free

Contents

Challenge materials

These are the materials supplied by the academic.
Acme TechnoWidget Company.pdf
  • 347 KB
Acme TechnoWidget Interface and Data.xlsx
  • 19.1 KB
Acme TechnoWidget Company - Formula List V3.pdf
  • 77.1 KB

Course materials

These are files for the my solution including the pdf manual.
Acme TechnoWidget Interface and Data Neale Blackwood 2025 - M365.xlsx
  • 214 KB
Manual for Budget Challenge 2025 M365.pdf
  • 553 KB

Video Recording

Budget Challenge 2025 video recording
  • 58 mins
  • 249 MB

Academic Solution

This includes the solution file from the academic plus his presentation at a spreadsheet conference in 2019.
Acme+TechnoWidget+-+SSMI+version.xlsx
  • 2.03 MB
ImplementationStrategiesofMultidimensionalSpreadsheetsV3(1).pdf
  • 983 KB