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Management Concepts

Budget Estimating Using Microsoft Excel

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Next dates

May 20—22
3 days
Washington, District of Columbia, United States
USD 859
USD 286 per day
Jun 26—28
3 days
Washington, District of Columbia, United States
USD 859
USD 286 per day
Jul 22—24
3 days
Washington, District of Columbia, United States
USD 859
USD 286 per day
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Many budget and program analysts understand the nuances of the budget process, but understanding how to leverage Microsoft Excel to analyze budgets and finances is a value-added skill for any organization. This skill is critical to the accurate and timely preparation of budget worksheets. After an overview of budgeting, the rules and regulations that govern the process, and the basics of Excel, you will participate in hands-on activities to apply spreadsheet tools and techniques needed to prepare budget worksheets.

Learning Objectives

  • Navigate the Excel 2010 ribbon
  • Build a complete budget workbook using Excel, with account worksheets linked into a summary worksheet
  • Apply numerous Excel shortcuts to improve your productivity
  • Link budget data into Microsoft PowerPoint and Word documents
  • Improve worksheet design using formulas, such as =IF, =VLOOKUP, and Conditional Formatting
  • Create charts and graphs for budget presentations
  • Insert budget trendlines and perform simple regression
  • Prepare budget estimates using the Analogy, Complete Enumeration, Parametric, and Extrapolation techniques
  • Link together cells, worksheets, and workbooks
  • Design and produce a representative budget from a case study

Course Topics

Budget Process and Concepts

  • The Budget Process

Excel Basics

  • Excel Start-up Screen
  • Quick Access Toolbar
  • Customizing Ribbons
  • Workbook vs. Worksheet
  • Worksheet Dimensions
  • Keyboard Tricks and Shortcut Keys
  • Function Keys
  • Moving Around the Worksheet
  • Developing Basic Excel Skills
  • Review of Excel Formulas: Understanding the Order of Operations
  • Using Comments in Excel
  • Other Time Savers
  • Custom Lists

Excel Functions for Budget and Financial Analysis

  • Using the =VLOOKUP Function
  • Using the =IF Function
  • Example using =IF
  • Nested =IF

Budget Estimating Techniques in Excel

  • Budget Estimating Methods
  • Summary

Finalizing the Workbook

  • Protecting Workbooks or Specific Cell Areas
  • Linking Cells
  • Error Checking and Formula Auditing

Who should attend

This course is designed for budget and program analysts or financial resource professionals who want to become more productive in using spreadsheets to estimate and present program needs for a federal budget submission.

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