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 the session starts. 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.