| Date: | 27/02/2024 |
|---|---|
| Time: | 1:00 PM AEDST |
| Event: | Excel Budget and Power Query |
| Topic: | Budget and Power Query |
| Public: | Public |
| Registration: | Click here to register. |
Excel Budget and Power Query
Price: $25 incl GST
Duration: 1 hour
This session requires the subscription version of Excel.
Discover how to use Power Query to solve two major issues in multi-file budget systems. Example uses a P&L budget.
If you have a Jul-Jun financial year you might want to get a head start on next year’s budget/forecast.
These techniques have been applied to a budget, but could also be used for forecasting and reporting.
Learn how to
- quickly create a budget template to speed up development time
- use dynamic arrays to create formulas
- link all budget files to central tables that expand
- create dynamic drop down lists
- compile multiple Excel budget files into a single budget layout
- create a normalised budget listing ready for use in pivot tables and formula-based reports
- how to use folders for versions and easily update the folder in your compilation file.
This is a practical, hands-on application of Power Query in a budgeting setting.