Spreadsheet Skills for Planning, Forecasting & Budgeting

  • Spreadsheet Skills for Planning, Forecasting & Budgeting
  • Italy - Milan

Spreadsheet Skills for Planning, Forecasting & Budgeting

Course Category : Finance

A practical training programme to develop spreadsheet skills for accurate planning, forecasting, and budgeting in professional financial environments.
Duration: 5 Days | Level: Intermediate.

Starts On

17 - August - 2026

Ends On

21 - August - 2026

Location

Italy - Milan

Language

English

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View Course Introductory PDF

Targeted Audience

  • Financial and Planning Analysts
  • Finance and Accounting Managers
  • Budgeting Officers
  • Project Managers
  • Data Analysts
  • Operations Staff
  • Fresh Graduates in Finance Fields

Targeted Skills

  • Financial modelling using spreadsheets
  • Financial data analysis
  • Financial forecasting
  • Budget preparation
  • Advanced spreadsheet functions
  • Reporting and dashboard creation

Expected Outcomes

  • Build professional financial models using spreadsheets.
  • Develop accurate data-driven financial forecasts.
  • Design effective and integrated budgets.
  • Analyse data for informed financial decisions.
  • Create interactive reports and dashboards.
  • Improve organisational financial planning efficiency.

Training Topics Index

  • Spreadsheet structure and model design
  • Data entry and organisation
  • Basic functions (SUM, AVERAGE)
  • Data formatting
  • Data validation

  • Financial functions (NPV, IRR)
  • Conditional functions (IF, COUNTIF)
  • Lookup functions (VLOOKUP, XLOOKUP)
  • Data analysis using Pivot Tables
  • Data cleaning and preparation

  • Forecasting model development
  • Trend analysis
  • Scenario analysis
  • Sensitivity analysis
  • Use of historical data

  • Types of budgets
  • Operating budget preparation
  • Capital budgeting
  • Variance analysis
  • Improving estimation accuracy

  • Financial reporting design
  • Interactive dashboards
  • Data visualisation techniques
  • Charts and graphs
  • Report automation