Management Concepts

Program and Budget Analysis Using Microsoft Excel

Available dates

Dec 9—12, 2019
4 days
Washington, District of Columbia, United States
USD 1089
USD 272 per day
Jan 14—17, 2020
4 days
Washington, District of Columbia, United States
USD 1089
USD 272 per day
Feb 3—6, 2020
4 days
Washington, District of Columbia, United States
USD 1089
USD 272 per day
+6 more options


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About the course

A Federal budget analyst’s inability to properly use Microsoft Excel can lead to poor financial performance. But learning how to effectively navigate Excel can result in more productive analyses and the ability to graphically represent data, aiding in organizational efforts to track expenditures and control budget execution. You will spend about 80% of your time working in Microsoft Excel to get the hands-on training to apply what you learn back on the job.

Learning Objectives

  • Navigate the Excel ribbon
  • Query databases using the Filter tool and the Advanced Filter too
  • Aggregate and display different attributes of a data set using the PivotTabl
  • Use Excel’s Descriptive Statistics tool to calculate statistical measures of central tendency, variation, and shape
  • Use the Histogram tool to organize your data and create a frequency distribution
  • Perform graphical analysis of data
  • Use the Rank and Percentile tool to calculate a data item’s rank and percentile ranking
  • Use time series data and Excel’s trendline function to forecast future budgets, costs, and workloads
  • Learn which trendline (linear, polynomial, logarithmic, or exponential) is the best to use based on R2
  • Identify cost drivers using Excel’s Correlation tool
  • Develop simple linear and multiple linear regression models to develop forecasts and predictive equations using Excel’s Regression tool

Course Topics

Getting Started: Warm-Up and Review

  • The Role of Analysis
  • What Is Analysis?
  • Program Analysis
  • Budget Analysis
  • Financial Analysis
  • Overarching Analysis Principles
  • Excel Overview
  • Excel Dimensions
  • Review of the Excel Basics
  • Order of Operations Review
  • Lesson Wrap-Up

Querying and Analyzing Data

  • Building Background
  • Sorting and Querying/Filtering
  • Excel's Filter Tool
  • Excel's Advanced Filter Tool
  • Excel's PivotTable Tool
  • Lesson Wrap-Up

Computing Statistics on Collected Data

  • Building Background
  • Frequency Distributions
  • Common Shapes of Frequency Distributions
  • Descriptive Statistics
  • Normal Distributions
  • Excel Functions Used with the Normal Distribution
  • Rank and Percentile Tool
  • Lesson Wrap-Up

Time Series Analysis and Forecasting

  • Time Series Analysis
  • Inserting A Trendline
  • Lesson Wrap-Up

Correlation and Regression: Analyzing Costs and Performance

  • Building Background
  • Simple Linear Regression
  • Simple Linear Regression Equation
  • Excel’s Regression Tool
  • Regression Statistics
  • Correlation
  • Correlation Versus Causality
  • The Correlation Matrix
  • Multiple Linear Regression
  • More Regression Statistics
  • Lesson Wrap-Up

Who should attend

This course is designed for all program and financial management personnel who want to learn about many of the data analysis tools available in Microsoft Excel to aid in creating more compelling analyses of their programs.

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