Excel Budget and Power Query

 Price: $25 incl GST

Duration: 1 hour

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
  • 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.


Date: 25/02/2021
Time: 1:00 PM AEDST
Event: Excel Budget and Power Query
Topic: Budget and Power Query
Public: Public
Registration: Click here to register.