Overview
Discover how to use Power Query to solve two major issues in multi-file budget systems. Example uses a P&L budget.
These techniques have been applied to a budget, but could also be used for forecasting and reporting.
Why you should Attend
Large budgets have two issues.
- Ensuring everyone is using the same data.
- Combining multiple budget files into a single table.
Areas Covered in the Session
- 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
Who Will Benefit
- Accountants and Finance Staff
Speaker Profile
Neale Blackwood is a Microsoft Excel expert with over 40 years’ experience as an Accountant and consultant. He has over 30 years’ experience using and writing about Excel. Neale has written over 250 Excel articles for the CPA Australia INTHEBLACK magazine since May 2002.
His first book, Advanced Excel Reporting for Management Accountants, was published in 2014 by Wiley.
He has presented over 450 live webinars on Excel since 2012.
Instructor
Neale Blackwood