In February 2020 I reviewed my solution to an Excel Budget Challenge from late 2018. This included some advanced Excel budget techniques.
The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.
CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.
This session includes a lot of useful content and it brings together a number of different techniques. The content is worthy of a paid session but since it was a public challenge I am presenting the session for free.
The materials includes the challenge documentation, the pdf manual and the solution file. I assume you have read the documentation. You also receive the blank Excel file if you want to create your own solution.
Techniques/topics covered include
- using INDEX-MATCH (better alternative to VLOOKUP)
- 3-D formulas to summarise all report sheets and techniques to make using them easy
- using a reporting template to speed up creation
- validations
- extracting sheet names
- automating reports
I have been trying to figure this forever, doing a template once and making all the scenarios apply the template without manual adjustments. Using the name of the sheet to use the right criteria for the calculations is brilliant, and 3D formulas are just the cherry on top to summarize it all! Thank you for this!
Glad you appreciated the technique – it can be applied to lots of different uses.