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Read up for news, tips and tricks about budgeting, planning and forecasting.

News Release

Analyzing your Budget the Right Way

The whole point of doing a budget is so you can prepare for the future. Don’t forget this! Budget analysis is the process of turning data into information; and it is information that you need to make informed business decisions. The following are key analysis takeaways. Analysis is Strategy not…

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Excel Tips

Finding Complete List of Keyboard Shortcuts

Excel Tip #12 – Where can I find a Complete List of Keyboard Shortcuts? We’re getting back to basics with Excel- the tool we all love and hate. 1)      Click the Question Mark at the top right of your book (or F1) 2)     In the Excel Help Menu, search for…

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Budgeting Best Practices

Tips for Merging Budgeting Data

Most companies favor Excel when it comes to the budgeting process. One of the biggest pains of working from Excel is merging the data. Keep reading for some helpful financial budgeting tips on how to merge all your data! 1) Storage and Retrieval Having a structured naming and distribution method…

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Excel Tips

A guide to isolate data within text string in excel

We’re getting back to basics with Excel- the tool we all love and hate. 1)  Locate the data that you want to isolate in your Excel string. 2)  On another column insert the Excel text function =mid(Cell #, Start #, Length of Sequence) Cell #: Refers to the cell of the data you are dealing…

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Excel Tips

Excel Tip #7 – How do I Split Columns?

How do I Split Columns?   We’re getting back to basics with Excel- the tool we all love and hate. 1) Identify the item that separates the columns (for instance, # in the example below) and highlight the range of cells you would like to split in your spreadsheet. 2)…

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