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About this course

The course is presented in three parts.

First, the course reveals the 3 environments forecasts and budgets are made and compares each one of them.

Next, the course presents 6 challenges in budget modeling and reporting. They include:
o How to accommodate Operation Team’s need to work from Excel while all budgets are in the Planning system?
o How to build an interactive budgeting model in Excel?
o How to write into a PivotTable?

Last, we provide 6 solutions to the above 6 challenges in budget modeling and reporting. They include:
o Building an interactive budgeting model that allows the Operation Team to make changes to forecasts and budgets and see the results instantaneously
o Building an “editable” PivotTable that allows Operation Team to put forecasts and budgets directly in the PivotTable report.
o Consolidating Actuals, Forecasts, and Budgets from different data sources by using Power Query
o Building integrated Slides from Excel Reports:

Field of Study: Computer Software & Applications

What you will learn?
Understand when and how to build an interactive budgeting model in Excel
Identify reasons in building a PivotTable report vs a regular report with formulas
Discover techniques on building an “editable” PivotTable
Understand ways to report budgets from the System using a PivotTable
Explore methods of consolidating Actuals and Budgets from multiple data sources
Skills Covered
QAS SELF STUDY
schedule
1.5 hours on-demand video
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Certificate of completion
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Beginner level
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No prerequisites
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No preparation required
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1 year access

£41.40

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Browse course content
20 Video
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2 Quiz
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schedule
1.5 hours
Guide
Section 1. INTRODUCTION AND OVERVIEW-Part1
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Introduction
37s
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Forecasting and Budgeting Environment
1m 38s
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Forecasting and Budgeting Challenges
1m 43s
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Forecasting and Budgeting Challenges Cont'd
1m 30s
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Instructor
1m 14s
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Comparison with Other Similar Courses
1m 23s
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What You Will Get from This Course?
37s
Section 2. Solution to Challenge No. 1 – Building an interactive budgeting model-Part1
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Solution to Challenge No. 1
3m 0s
Section 3. Solution to Challenge No. 2 – Building a PivotTable report-Part1
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Solution to Challenge No. 2
3m 17s
Section 4. Solution to Challenge No. 3 – Building an “Editable” PivotTable-Part1
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Solution to Challenge No. 3 (Part 1)
2m 32s
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Solution to Challenge No. 3 (Part 2)
5m 30s
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Solution to Challenge No. 3 (Part 3)
2m 52s
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Solution to Challenge No. 3 (Part 4)
3m 45s
Section 5. Solution to Challenge No. 4 – Reporting from System using PivotTable-Part1
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Solution to Challenge No. 4
6m 48s
Section 6. Solution to Challenge No. 5 – Consolidating Actuals and Budgets-Part1
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Solution to Challenge No. 5 (Part 1)
1m 48s
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Solution to Challenge No. 5 (Part 2)
5m 32s
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Solution to Challenge No. 5 (Part 3)
4m 53s
Section 7. Solution to Challenge No. 6 – Building Integrated Presentation Slides-Part1
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Solution to Challenge No. 6
3m 10s
Section 8. Conclusion-Part1
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Takeaways
1m 30s
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Next Course & Q&A
25s
Review Questions
5 questions
Section 9. Final Exam-Part1
Final Exam
8 questions
Learn from the best
Lenny Wu / INSTRUCTOR
Financial Reporting Expert

Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]