No items found.

Budget and Forecast Modelling in Excel

6 hours
Online-only

When embarking upon the budget process for your organisation this year, practical Excel tools and strong modelling skills will be critical. It’s never been more important to build robust, flexible and dynamic budget models to accurately predict business outcomes and handle the volatile economic inputs. Historically, the budget process involves pulling out the financials and rolling them forward, but last year’s actuals should not always be an automatic target.

What you'll learn?

By the end of the Masterclass, each learner will be able to:

  • Calculate and apply phasing and seasonality to model drivers
  • Apply the latest Excel tools such as dynamic arrays and date picker to your budget models
  • Try true budgeting and forecasting techniques such as top-down, bottom-up, zero-based and flex budgeting
  • Build sensitivities and break-even analysis into planning projections

This class is available as a single Masterclass Package or as part of our Masterclasses Package or the Ultimate Bundle Package that includes the full conference content from Global Excel Summit 2025.

Who is it for?

This Masterclass is designed for users who use Excel on a regular basis and are comfortable  with using its tools and functions. This course covers the practical usage of Excel Modelling in a budgeting and forecasting context. Whilst a brief overview of tools used in this course is provided, it is assumed that delegates are confident Excel users. This course builds on students' existing knowledge of Excel tools and functions and incorporates these into complex and dynamic budget and forecast models.

  • Financial Planning and Analysis (FP&A) Professionals
  • Management Accountants
  • Financial modellers and analysts
  • Business professionals who are eager to improve their Excel Modeling skills
  • Finance & Accounting students

Download Event Brochure

Download Now →

What's included?

Check Icon
One-day online training with Danielle Stein Fairhurst, Microsoft MVP
Check Icon
Downloadable presentation and working files
Check Icon
6 hours of CPD (Continuing Professional Development) hours/points
Check Icon
Certificate of attendance
Check Icon
Join from anywhere in the world
Check Icon
100% money-back guarantee
Check Icon
Missing Item
Missing Item
Missing Icon
Missing Icon
Check Icon
Missing Item
Course contents
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
Data profiling with Power Query

✔︎ What is “extract, transform, load,”?
✔︎ How data profiling works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data

Right Arrow Icon
Efficient reporting with Power Pivot

✔︎ Avoid memory-draining “Frankentables” and build relational data models and reports right from Excel
✔︎ Power Pivot and DAX for data analysis in Excel

Right Arrow Icon
Efficient analysing with dynamic array functions

✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.

Right Arrow Icon
Supercharging Excel with generative AI and Copilot

✔︎ Boost Excel with generative Ai and Copilot
✔︎ Use natural language propmpts to simplify Python scripting, uncover insights and streamline workflows for even faster and easier analytics

Right Arrow Icon
Citizen data science with Python in Excel

✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn basic Python scripting to build compelling analyses and visualizations that would otherwise be difficult or impossible to do in Excel

Right Arrow Icon
6x expert-led Masterclasses
Course content
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
Lesson 1 - Getting Started with Power Query

✔︎ What is Power Query?
✔︎ Basic data loading
✔︎ Power Query editor overview
✔︎ Type of values


Right Arrow Icon
Lesson 2 - Data Transformation Fundamentals

✔︎ Exploring queries and steps
✔︎ Basic data cleaning and transformation (removing columns & rows, filtering data, sorting, etc.)
✔︎ Practical example


Right Arrow Icon
Lesson 3 - Transforming Data in Real Life

✔︎ Removing duplicates and handling nulls
✔︎ Text transformation
✔︎ Date and time values
✔︎ Query load
✔︎ Practical example


Right Arrow Icon
Lesson 4 - Beyond Basic Data Transformation

✔︎ Data aggregation
✔︎ Merging and appending queries basics
✔︎ Different options for adding columns
✔︎ Pivoting and unpivoting data
✔︎ Practical example


Right Arrow Icon
Summary and Q&A

✔︎ Key takeaways
✔︎ Addressing frequently asked questions
✔︎ Interactive Q&A session


Right Arrow Icon
6x expert-led Masterclasses

Training requirements

To gain the full functionality of new Excel features such as dynamic arrays utilised in this Masterclass, participants must be using Excel for Microsoft 365 or Excel 2021. 

Each delegate must bring their own laptop with their preferred version of Excel installed.

About the trainer

Profile Pic

Danielle Stein Fairhurst

Danielle Stein Fairhurst is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis. She is a Microsoft MVP, Master Financial Modeler (FMI), LinkedIn Learning instructor and the author of “Using Excel for Business and Financial Modelling”, Third Edition published by Wiley Finance 2019 and “Financial Modeling in Excel for Dummies” second edition published by Wiley in 2022.

She founded the Financial Modellers’ Meetup groups, and in 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit.

What people think of

Danielle Stein Fairhurst

★★★★★

A perfect addition to my existing Excel skills!

I like that the course went through essential Excel functions and shortcuts, which provided an excellent refresh to both new and experienced excel users. There were new formulas such as XLOOKUP, Sparklines and Developer tools and many more that were taught which was a perfect addition to my existing Excel skills. The course was straightforward, provided a good foundation and provided ways to think about completing the solutions critically.

Finance Professional

Finance Industry

★★★★★

Great mix of theories & case studies!

Great mix of theories & case studies! Was able to apply the taught knowledge to the case studies that reflect real-life example (of) financial analysis.

Finance Professional

Finance Industry
Full ticket details:
Click on the topics below to see exactly what you get as part of this package:
Right Arrow Icon
3x Expert Masterclasses

Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.

✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query

Right Arrow Icon
Tech & Innovation Track

Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert insights complete the Tech & Innovation Track!

✔︎ Keynote by Microsoft: Transforming Excel through research and AI
✔︎ Keynote by Leila Gharani
✔︎ Actionable Data Storytelling in Excel with Zebra AI
✔︎ AI: Sorting fact from fiction
✔︎ Python in Excel: First Steps
✔︎ Teaching Excel with AI
✔︎ Is AI taking over the role of the data analyst?
✔︎ How to build re-usable Excel automations with AI
✔︎ Empowering learners to Excel with digital skills certifications
✔︎ Kids meet spreadsheets
✔︎ Corporate charts inspired by social media
✔︎ ChatGPT: Match Made in Heaven or Hell..?
✔ Turn Excel models into Web apps: features, sharing, monetization
✔ Panel discussion: The future of Excel in an AI world
✔ Panel discussion: Does being Excel-certified matter?

Right Arrow Icon
Finance & Accounting Track

Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!

✔ Client's perspectives on quality — lessons from a career in financial modelling and what that means for the future
✔ Dynamic Arrays - A financial modelling game changer
✔Upgrading financial modelling — how, who, and why?
✔ Fivecasting: One Better than Forecasting
✔ A bank’s perspective on Excel and AI

Right Arrow Icon
Data Visualisation & Analytics Track

Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, intuitive analytic experiences, and write DAX expressions for true flexibility!

✔ Is this an Excel chart?!? - 5 ways to take your boring charts to the NEXT Level
✔ Interactive Data Visualisation for decision support using Excel
✔ How to create an intuitive analytic experience in Excel using Script Labs
✔ Dynamic dashboard creation for KPI reporting using Power BI

Right Arrow Icon
The Power Stack Track

Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.

✔ Why use Power Query to solve practical data cleaning problems?
✔ 5 Things every Excel user should know about Power BI
✔ Using Git in Power BI for effective teamwork and version control
✔ Overcoming real-world problems with Power BI
✔ Power Query on Excel for Mac

Right Arrow Icon
Formulas & Automation Track

Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!

✔ Optimising the Monetisation of Spreadsheets
✔ LAMBDA - There is no stopping you
✔The *NEVER SEEN* Tips & Tricks by Bob Umlas
✔ Converting spreadsheets into web apps; 3 apps in fifteen minutes
✔ 5 ways for analysts to leverage 'Analyze Data’ in Excel
✔Combine Data in Excel Like A Pro
✔ Why VLOOKUP when there is Power Query?

Right Arrow Icon
3x Masterclasses

Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!

✔ Excel Analytics 2.0 with George Mount
✔ Designing and Building Interactive Dashboards in Excel with Ann K. Emery
✔ Advanced Data Cleaning Using M in Power Query with Chandeep Chhabra

Get Product

Please submit proof of student status  before proceeding to checkout.
Max file size 10MB.
Uploading...
fileuploaded.jpg
Upload failed. Max size for files is 10 MB.
Thank you! Your file has been attached successfully.
Oops! Something went wrong while attaching your file. Please try again.

If you continue experiencing issues, you can send it to us via email to info@globalexcelsummit.com
Total (incl. VAT):
SAVE 40% - BLIND TICKET
SAVE 30% - Early bird
SAVE 15% - NEW YEAR GIFT 🎁
£ 140.00 GBP

£ 280.00 GBP

✔︎ Recordings and downloadable files included
✔︎ CPD Certificate of attendance included
✔︎ Free cancellation up to 30 days prior to the event
✔︎ 2 Masterclasses included
✔︎ CPD Certificate of attendance included
✔︎ Free cancellation up to 30 days prior to the event
✔︎ 1 Masterclass included
✔︎ CPD Certificate of attendance included
✔︎ Free cancellation up to 30 days prior to the event
✔︎ Free cancellation before 15 Mar 2025.
✔︎ A digital copy of Kenny's best-selling Financial Modelling Handbook included.
✔︎ 30% Early Bird discount expires on 31 Mar 2025 at midnight.
✔︎ Free cancellation before 15 Apr 2025.
✔︎ Event Recording and all speaker files included.

Run this Course In-House
✔︎ 30% Early Bird discount expires on 30 Apr 2025 at midnight.
✔︎ Free cancellation before 15 Aug 2025.
✔︎ Event Recording and all speaker files included.

Run this Course In-House
An icon that shows a camera or video.
Expert Footage: 12 hours
An icon that shows a camera or video.
Expert Footage: 35+ hours
An icon that shows a camera or video.
Expert Footage: 25+ hours
An icon that shows a lock.
Access to all speaker files
An icon that shows a star.
Watch any time, from anywhere
An image that shows CPD accreditation.
CPD accredited content
Calendar Icon 22 June
Schedule Icon - Time
6 hours
Location Icon
Online-only
Level icon
Level:
Medium
Money back guarantee
Money back guarantee
6 hours
Online-only

2026 Blind Tickets almost sold out!

In-person Blind tickets for the upcoming Global Excel Summit 2026 conference are now sold out. Only a few more ONLINE ones remaining! Secure 40% OFF discount today.

Secure Your Place
Close Cookie Popup
Cookie Preferences
By clicking “Accept All”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts as outlined in our privacy policy.
Strictly Necessary (Always Active)
Cookies required to enable basic website functionality.
Cookies helping us understand how this website performs, how visitors interact with the site, and whether there may be technical issues.
Cookies used to deliver advertising that is more relevant to you and your interests.
Cookies allowing the website to remember choices you make (such as your user name, language, or the region you are in).