Budget Analysis Techniques Boot Camp Using Microsoft Excel

Overview

More effective analyses lead to better budget decisions for the organization and improved financial performance. Using the various features and functions of Excel, participants will learn how to perform the analyses to support budgetary decisions and present data graphically for stakeholders. You will spend 80% of your class time working in Microsoft Excel to gain hands-on experience that you can apply on the job.

Who Attends

This course is designed for program and financial management personnel who want to understand and apply Excel's analytical techniques to support budget decision-making in their organizations.

Course Level: Basic
CLP: 40 | CPE: 40
Duration: 5 days

Price: $ 2299.00 Course prices shown here do not include a credit card surcharge. Payments by ACH, EFT, or check do not include the surcharge and are offered at a lower price. At checkout, you may choose a payment method that avoids the credit card surcharge.
A 3% credit card surcharge will be applied.

Course Details

FAQs Technology Requirements

For Groups

Volume Discounts (5+ Seats) Private Group Training Icon

Private Group Training

Available Dates

Guaranteed to Run are designated with a

August 10 - August 14, 2026

Class ID: 265183006

Washington, DC

8 AM - 4 PM EST

September 14 - September 18, 2026

Class ID: 265183007

Virtual

9 AM - 5 PM EST

November 16 - November 20, 2026

Class ID: 265183008

Virtual

9 AM - 5 PM EST

Learning Objectives

Perform basic Excel functions in support of the principles of analysis
Query databases using the Filter tool and Advanced Filter tool
Apply benefit-cost analysis to determine the net benefit, benefit-cost ratio, and return on investment (ROI) for a project or program
Determine how costs and benefits impact budget decisions
Determine how the time value of money impacts budget decisions
Determine how time-based decision criteria measures impact budget decisions
Apply sensitivity analysis to budget data to support decision-making
Construct and display frequency distributions using histograms, descriptive statistics, the normal distribution, and Z-scores
Use time series components, line graphs, trendlines, equations, and r-squared values to forecast budget amounts
Perform a graphical analysis of data
Present data and analyses effectively by linking datasheets, charts, or tables to a Word or PowerPoint file

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Budget Analysis Techniques Boot Camp Using Microsoft Excel

Overview

Who Attends

For Groups

Available Dates

Learning Objectives

Additional Features

Credits

This course is part of the following Management Concepts Certificate Programs:

Core Courses

Elective Courses

Prerequisites:

Mandatory

Suggested

Course Activities

Course Topics