New employees to budget and finance departments and government staff who are interested in learning more about spreadsheet capabilities for financial modeling.
Participants will learn various techniques for maximizing the features of Excel during budgeting and planning work. Techniques that will be covered include: creating a spreadsheet database, running statistical analyses, analyzing multi-dimensional data through pivot tables, and preparing executive dashboard reports. A class example based upon a budget preparation worksheet or executive financial report will be used.
- Understand financial and other external data sources and how to import the data into Excel
- Understand the most commonly used features of Excel for a budget or finance department and their benefits and limitations
- Understand advanced features of Excel for financial modeling, budgeting, and planning
- Understand various methods of presenting Excel data in executive reports, budget documents, and financial reports