Budget Estimating Using Microsoft Excel

Discover how to leverage Microsoft Excel to analyze budgets and finances to help ensure 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.

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

Learning Objectives:

• Navigate the Excel Ribbon
• Build a complete budget workbook using Excel, with account worksheets linked into a summary worksheet
• Apply numerous Excel shortcuts to improve productivity
• Link budget data to Microsoft PowerPoint and Word documents
• Improve worksheet design using formulas, including =IF, =VLOOKUP, and conditional formatting
• Create charts and graphs for budget presentations
• Insert budget trend lines and perform simple regression
• Prepare budget estimates using the analogy, complete enumeration, parametric, and extrapolation techniques
• Link cells, worksheets, and workbooks
• Design and produce a representative budget from a case study