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AI, Technology & Innovation

Excel Budgeting Techniques (On-Demand - K2E)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

Excel provides an outstanding variety of tools for accumulating, analyzing, and reporting budgetary data. This session focuses on the analytical features available in Excel for preparing budgets.

 
Access expires 180 days from purchase date

Applicable for

Accounting and financial professionals involved in the budget process who want to use Excel more effectively

Learning Objectives

  • differentiate between one-way and two-way data tables for forecasting revenues and expenses
  • specify the four components of the regression equation
  • list some of the regression functions available in Excel
  • describe the general procedure for using Solver in the budget process
  • identify three automated methods of consolidating budget data

Content

  • performing regression analysis for forecasting
  • using data tables for sensitivity analysis
  • implementing linear programming with Goal Seek and Solver
  • calculating moving averages automatically with built-in Excel functionality
  • employing Scenario Manager for comparative budget reporting

Course Content Created: 2021

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$80
Members
$90
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Excel Budgeting Techniques (On-Demand - K2E)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$80
Members
$90
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

Excel provides an outstanding variety of tools for accumulating, analyzing, and reporting budgetary data. This session focuses on the analytical features available in Excel for preparing budgets.

 
Access expires 180 days from purchase date

Applicable for

Accounting and financial professionals involved in the budget process who want to use Excel more effectively

Learning Objectives

  • differentiate between one-way and two-way data tables for forecasting revenues and expenses
  • specify the four components of the regression equation
  • list some of the regression functions available in Excel
  • describe the general procedure for using Solver in the budget process
  • identify three automated methods of consolidating budget data

Content

  • performing regression analysis for forecasting
  • using data tables for sensitivity analysis
  • implementing linear programming with Goal Seek and Solver
  • calculating moving averages automatically with built-in Excel functionality
  • employing Scenario Manager for comparative budget reporting

Course Content Created: 2021

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.